SoFi Statements for Annual Company Accounts
Preparing SoFi bank statements for annual company accounts? Preparing annual accounts for Companies House requires reconciling a full year of bank transactions. Many small companies still rely on PDF statements from their bank.
Convert SoFi Statements Instantly
BankScan AI converts your SoFi statement PDF to a clean Excel spreadsheet in seconds — handling MM/DD/YYYY and modern digital banking format with Date, Description, Amount, and Balance columns, plus Vaults savings goal tracking automatically. Convert your full year of bank statements to Excel for fast reconciliation, trial balance preparation, and Companies House filing.
About SoFi Statement Format
SoFi's digital-first banking statements include Vaults, direct deposit details, and cashback tracking. BankScan AI extracts all transaction data from SoFi's modern format.
Getting Your SoFi Statement for Annual Company Accounts
In the SoFi app or SoFi.com, go to 'Bank' > 'Statements', select the account and period, and download as PDF. SoFi also supports CSV exports through the transaction history page. Download Full financial year (12 months), aligned to the company's accounting reference date of statements.
How It Works
Upload your SoFi statement
Drop your SoFi Bank statement PDF. Supports PDF. Need Full financial year (12 months), aligned to the company's accounting reference date? Upload them all.
AI extracts every transaction
Our AI handles SoFi's MM/DD/YYYY and modern digital banking format with Date, Description, Amount, and Balance columns, plus Vaults savings goal tracking — extracting Opening and closing bank balances, total income received, ca.
Use for annual company accounts
Download formatted Excel ready for annual company accounts. Full year reconciled to the nominal ledger, with month-end balances matching bank reconciliation statements, ready for trial balance extraction
SoFi + Annual Company Accounts Features
- SoFi optimised — Handles MM/DD/YYYY dates and modern digital banking format with Date, Description, Amount, and Balance columns, plus Vaults savings goal tracking
- Built for annual company accounts — Convert your full year of bank statements to Excel for fast reconciliation, trial balance preparation, and Companies House filing.
- Period coverage — Convert Full financial year (12 months), aligned to the company's accounting reference date of SoFi statements in minutes
Convert SoFi for Annual Company Accounts — Fast
Accounts must be filed within 9 months of the accounting year-end for private companies; late filing penalties start at 150 GBP and escalate to 1,500 GBP
Convert SoFi Statement Free