SoFi Statements for PPP & EIDL Documentation
Preparing SoFi bank statements for ppp & eidl documentation? PPP and EIDL loan recipients need bank statements to document eligible expenses, payroll costs, and fund usage for SBA forgiveness applications and ongoing compliance.
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 bank statements to structured spreadsheets to document PPP-eligible expenses, track EIDL fund usage, and prepare forgiveness application supporting documents.
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 PPP & EIDL Documentation
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 8-24 week covered period for PPP forgiveness; EIDL loan term (up to 30 years) with ongoing compliance documentation of fund usage of statements.
How It Works
Upload your SoFi statement
Drop your SoFi Bank statement PDF. Supports PDF. Need 8-24 week covered period for PPP forgiveness; EIDL loan term (up to 30 years) with ongoing compliance documentation of fund usage? 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 Payroll costs (must be at least 60% of PPP funds), rent, uti.
Use for ppp & eidl documentation
Download formatted Excel ready for ppp & eidl documentation. Expenses categorized by PPP-eligible category (payroll, rent, utilities, etc.) with dates proving they fall within the covered period; FTE headcount evidence from payroll transactions
SoFi + PPP & EIDL Documentation 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 ppp & eidl documentation — Convert bank statements to structured spreadsheets to document PPP-eligible expenses, track EIDL fund usage, and prepare forgiveness application supporting documents.
- Period coverage — Convert 8-24 week covered period for PPP forgiveness; EIDL loan term (up to 30 years) with ongoing compliance documentation of fund usage of SoFi statements in minutes
Convert SoFi for PPP & EIDL Documentation — Fast
PPP forgiveness applications should be submitted within 10 months of the covered period end to avoid loan repayment starting; SBA OIG audits can occur years after forgiveness
Convert SoFi Statement Free