SoFi → CSV for Bookkeepers
As bookkeeper, you need SoFi bank statements in CSV 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. BankScan AI handles the conversion — MM/DD/YYYY, modern digital banking format with Date, Description, Amount, and Balance columns, plus Vaults savings goal tracking, and all.
How It Works
Upload SoFi PDF
Drop your SoFi statement PDF. Supports PDF.
AI converts to CSV
Parses SoFi's MM/DD/YYYY, extracts all transactions, outputs CSV (.csv).
Use in your bookkeepers work
Download and use with Xero, QuickBooks Online. BankScan AI handles every major UK bank format automatically. Upload the PDF, download the spreadsheet — no manual data entry needed.
SoFi + CSV + Bookkeepers
- SoFi expertise — Handles MM/DD/YYYY and modern digital banking format with Date, Description, Amount, and Balance columns, plus Vaults savings goal tracking
- CSV output — Smallest file size, opens in any text editor, and is the most widely accepted import format across all accounting platforms worldwide.
- Built for bookkeepers — Saves approximately 30 minutes per client per month on data entry, freeing up 8-10 hours per week for a bookkeeper with 20+ clients
SoFi to CSV — For Bookkeepers
Handles MM/DD/YYYY, outputs perfect CSV. Free tier available.
Convert SoFi to CSV Free