Why Use BankScan AI?
As financial advisor, you regularly handle SoFi bank statements. Independent financial advisors reviewing client finances need to analyse bank statements to understand spending patterns, income, and savings capacity.
The Solution
BankScan AI converts SoFi statements to Excel automatically. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
About SoFi Statements
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.
How It Works
Upload SoFi statement
Drag and drop your client's or your own SoFi bank statement PDF. Supports PDF formats.
AI parses the statement
Our AI understands SoFi's specific statement layout and extracts every transaction with over 99% accuracy.
Download your Excel file
Get a formatted spreadsheet ready for your financial advisors (ifas) workflow — import into accounting software or use for analysis.
Key Features
- AI-powered parsing — reads any bank statement layout, not just templates
- All major UK banks — HSBC, Barclays, Lloyds, NatWest, Monzo, Santander, Revolut, and more
- Instant results — upload a PDF, get your spreadsheet in under 30 seconds
- Batch conversion — process multiple statements at once with paid plans
- Secure by design — files processed in memory and deleted immediately
- No software to install — works entirely in your browser
Ready to Save Hours?
Join hundreds of UK accountants and bookkeepers who use BankScan AI every day.
Convert SoFi Statements Free