PNC → OFX for Enrolled Agents
As an enrolled agent, you need PNC bank statements in OFX format. PNC Bank statements include Virtual Wallet categories and spending insights. BankScan AI extracts the core transaction data while filtering PNC's analytics sections. BankScan AI handles the conversion — MM/DD, multi-section layout with separate Deposits, Electronic Payments, Checks, and ATM/Debit Card sections, plus Virtual Wallet spending analytics, and all.
How It Works
Upload PNC PDF
Drop your PNC statement PDF. Supports PDF.
AI converts to OFX
Parses PNC's MM/DD, extracts all transactions, outputs OFX (.ofx).
Use in your enrolled agents work
Download and use with Drake Tax, Lacerte. Batch-convert client bank statements to Excel for fast income verification, deduction substantiation, and IRS examination responses.
PNC + OFX + Enrolled Agents
- PNC expertise — Handles MM/DD and multi-section layout with separate Deposits, Electronic Payments, Checks, and ATM/Debit Card sections, plus Virtual Wallet spending analytics
- OFX output — Accounting software treats OFX imports like a native bank feed — transactions appear in the bank reconciliation screen ready for matching, rather than requiring manual column mapping.
- Built for enrolled agents — Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
PNC to OFX — For Enrolled Agents
Handles MM/DD, outputs perfect OFX. Free tier available.
Convert PNC to OFX Free