SoFi → Google Sheets for Financial Advisors (IFAs)
As financial advisor, 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 financial advisors (ifas) work
Download and use with Intelliflo, CashCalc. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
SoFi + Google Sheets + Financial Advisors (IFAs)
- 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 financial advisors (ifas) — Saves 30-45 minutes per client fact-find on income and expenditure analysis, with annual reviews completed 20-30 minutes faster per client
SoFi to Google Sheets — For Financial Advisors (IFAs)
Handles MM/DD/YYYY, outputs perfect Google Sheets. Free tier available.
Convert SoFi to Google Sheets Free