SoFi → Excel for Solicitors
As solicitor, 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 solicitors work
Download and use with Clio, LEAP Legal Software. Convert client and third-party bank statements to searchable, sortable Excel spreadsheets for faster case analysis and evidence preparation.
SoFi + Excel + Solicitors
- 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 solicitors — Saves 1-2 hours per case on financial disclosure analysis, with complex matrimonial cases saving up to 4 hours per set of statements
SoFi to Excel — For Solicitors
Handles MM/DD/YYYY, outputs perfect Excel. Free tier available.
Convert SoFi to Excel Free