SoFi → Excel for Estate Agents
As an estate agent, 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 estate agents work
Download and use with Reapit, Alto by Vebra. Convert your client money and office account statements to structured spreadsheets for faster reconciliation and compliance reporting.
SoFi + Excel + Estate Agents
- 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 estate agents — Saves 2-3 hours per week on client money account reconciliation and commission tracking across property completions
SoFi to Excel — For Estate Agents
Handles MM/DD/YYYY, outputs perfect Excel. Free tier available.
Convert SoFi to Excel Free