SoFi → OFX for Charities & Non-Profits
As charity, you need SoFi bank statements in OFX 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 OFX
Parses SoFi's MM/DD/YYYY, extracts all transactions, outputs OFX (.ofx).
Use in your charities & non-profits work
Download and use with Xero, QuickBooks. Make bank statement reconciliation simple for volunteer treasurers. Upload statements, get clean spreadsheets for your financial reports.
SoFi + OFX + Charities & Non-Profits
- SoFi expertise — Handles MM/DD/YYYY and modern digital banking format with Date, Description, Amount, and Balance columns, plus Vaults savings goal tracking
- OFX output — Accounting software treats OFX imports like a native bank feed — transactions appear in the bank reconciliation screen ready for matching, rather than requiring manual column mapping.
- Built for charities & non-profits — Saves volunteer treasurers 2-3 hours per month on bank reconciliation, reducing reliance on accounting expertise that small charities often lack
SoFi to OFX — For Charities & Non-Profits
Handles MM/DD/YYYY, outputs perfect OFX. Free tier available.
Convert SoFi to OFX Free