Why Financial Advisors (IFAs) Need QIF Format
As financial advisor, converting bank statements to QIF saves hours of manual data entry. Quicken Interchange Format (.qif) is a legacy but widely supported format originally created by Intuit for Quicken, now accepted by many financial applications. Saves 30-45 minutes per client fact-find on income and expenditure analysis, with annual reviews completed 20-30 minutes faster per client
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 30-45 minutes per client fact-find on income and expenditure analysis, with annual reviews completed 20-30 minutes faster per client
AI outputs QIF
Our AI extracts all transactions and outputs QIF (.qif). BankScan AI generates QIF files with the correct date format for your locale (D
Use in your financial advisors (ifas) work
Import into Intelliflo, CashCalc, Excel or use for direct analysis.
QIF Tip for Financial Advisors (IFAs)
BankScan AI generates QIF files with the correct date format for your locale (D field), payee names (P field), amounts (T field), and category hints (L field) where identifiable.
Supported Banks
BankScan AI works with all major UK and US banks, including:
QIF Features for Financial Advisors (IFAs)
- QIF advantages — Maximum backward compatibility with older financial software. Some users with legacy Quicken setups spanning decades rely exclusively on QIF for data continuity.
- Built for financial advisors (ifas) — Saves 30-45 minutes per client fact-find on income and expenditure analysis, with annual reviews completed 20-30 minutes faster per client
- Format compatibility — Users of Quicken, older QuickBooks Desktop versions, and legacy financial software that accepts QIF but not OFX or CSV
QIF Converter — Built for Financial Advisors (IFAs)
Users of Quicken, older QuickBooks Desktop versions, and legacy financial software that accepts QIF but not OFX or CSV
Convert to QIF Free