SoFi → Excel for Landlords
As landlord, 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 landlords work
Download and use with Excel, Hammock. Convert your bank statements to Excel to easily categorise rental income, maintenance costs, and mortgage payments for self-assessment.
SoFi + Excel + Landlords
- 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 landlords — Saves 1-2 hours per property per month on income and expense tracking, with portfolio landlords saving a full day each month across 10+ properties
SoFi to Excel — For Landlords
Handles MM/DD/YYYY, outputs perfect Excel. Free tier available.
Convert SoFi to Excel Free