SoFi → Excel for Doctors & GPs
As doctor, 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 doctors & gps work
Download and use with Sage, Xero. Automate bank statement conversion for your practice accounts so your accountant can quickly reconcile NHS payments and private income.
SoFi + Excel + Doctors & GPs
- 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 doctors & gps — Saves the practice manager 3-4 hours per month on NHS payment reconciliation and partner drawings tracking
SoFi to Excel — For Doctors & GPs
Handles MM/DD/YYYY, outputs perfect Excel. Free tier available.
Convert SoFi to Excel Free