Revolut → OFX for Financial Advisors (IFAs)
As financial advisor, you need Revolut bank statements in OFX format. Revolut statements include multi-currency transactions. BankScan AI preserves the original currency and exchange rate columns. BankScan AI handles the conversion — DD MMM YYYY, single Amount column with currency code prefix, exchange rate details, and running balance per currency, and all.
How It Works
Upload Revolut PDF
Drop your Revolut statement PDF. Supports PDF, CSV.
AI converts to OFX
Parses Revolut's DD MMM 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.
Revolut + OFX + Financial Advisors (IFAs)
- Revolut expertise — Handles DD MMM YYYY and single Amount column with currency code prefix, exchange rate details, and running balance per currency
- 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
Revolut to OFX — For Financial Advisors (IFAs)
Handles DD MMM YYYY, outputs perfect OFX. Free tier available.
Convert Revolut to OFX Free