SoFi → Google Sheets for Solicitors
As solicitor, 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 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 + Google Sheets + Solicitors
- 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 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 Google Sheets — For Solicitors
Handles MM/DD/YYYY, outputs perfect Google Sheets. Free tier available.
Convert SoFi to Google Sheets Free