SoFi → Google Sheets for Bookkeepers
As bookkeeper, you need SoFi bank statements in Google Sheets 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 Google Sheets
Parses SoFi's MM/DD/YYYY, extracts all transactions, outputs Google Sheets (cloud format).
Use in your bookkeepers work
Download and use with Xero, QuickBooks Online. BankScan AI handles every major UK bank format automatically. Upload the PDF, download the spreadsheet — no manual data entry needed.
SoFi + Google Sheets + Bookkeepers
- SoFi expertise — Handles MM/DD/YYYY and modern digital banking format with Date, Description, Amount, and Balance columns, plus Vaults savings goal tracking
- Google Sheets output — Real-time collaboration, comment threads on specific transactions, version history, and the ability to share with clients via a simple link without email attachments.
- Built for bookkeepers — Saves approximately 30 minutes per client per month on data entry, freeing up 8-10 hours per week for a bookkeeper with 20+ clients
SoFi to Google Sheets — For Bookkeepers
Handles MM/DD/YYYY, outputs perfect Google Sheets. Free tier available.
Convert SoFi to Google Sheets Free