RBS → OFX for Financial Advisors (IFAs)
As financial advisor, you need RBS bank statements in OFX format. RBS statements share a similar format to NatWest. BankScan AI handles both with the same high accuracy. BankScan AI handles the conversion — DD/MM/YYYY, separate Paid In and Paid Out columns matching NatWest's layout with minor header differences, and all.
How It Works
Upload RBS PDF
Drop your RBS statement PDF. Supports PDF.
AI converts to OFX
Parses RBS's DD/MM/YYYY, extracts all transactions, outputs OFX (.ofx).
Use in your financial advisors (ifas) work
Download and use with Intelliflo, CashCalc. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
RBS + OFX + Financial Advisors (IFAs)
- RBS expertise — Handles DD/MM/YYYY and separate Paid In and Paid Out columns matching NatWest's layout with minor header differences
- 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 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
RBS to OFX — For Financial Advisors (IFAs)
Handles DD/MM/YYYY, outputs perfect OFX. Free tier available.
Convert RBS to OFX Free