SoFi → Excel for Care Homes
As care home manager, you need SoFi bank statements in Excel 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 Excel
Parses SoFi's MM/DD/YYYY, extracts all transactions, outputs Excel (.xlsx).
Use in your care homes work
Download and use with Sage, Xero. Convert your care home bank statements to Excel to reconcile council payments, private resident fees, and NHS funding allocations efficiently.
SoFi + Excel + Care Homes
- SoFi expertise — Handles MM/DD/YYYY and modern digital banking format with Date, Description, Amount, and Balance columns, plus Vaults savings goal tracking
- Excel output — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- Built for care homes — Saves 3-4 hours per week on funding stream reconciliation for a care home with 40+ residents funded through multiple sources
SoFi to Excel — For Care Homes
Handles MM/DD/YYYY, outputs perfect Excel. Free tier available.
Convert SoFi to Excel Free