Why Use BankScan AI?
As a tax preparers, 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 automatically — accurate, fast, and secure.
How It Works
Upload SoFi PDF
Drop your SoFi bank statement PDF into BankScan AI. Scanned and digital PDFs both supported.
AI converts to Google Sheets
Our engine parses the SoFi layout and extracts every transaction with 99%+ accuracy into Google Sheets format.
Use in your tax preparers workflow
Download the Google Sheets file and import it into your tools. Convert client bank statements to organized Excel spreadsheets in seconds — verify W-2 income, find deductible expenses, and prepare returns faster during tax season.
Key Features
- AI-powered parsing — reads any bank statement layout, not just templates
- All major UK banks — HSBC, Barclays, Lloyds, NatWest, Monzo, Santander, Revolut, and more
- Instant results — upload a PDF, get your spreadsheet in under 30 seconds
- Batch conversion — process multiple statements at once with paid plans
- Secure by design — files processed in memory and deleted immediately
- No software to install — works entirely in your browser
Ready to Save Hours?
Join hundreds of UK accountants and bookkeepers who use BankScan AI every day.
Convert SoFi to Google Sheets Free