SoFi → OFX for Estate Agents
As an estate agent, 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 estate agents work
Download and use with Reapit, Alto by Vebra. Convert your client money and office account statements to structured spreadsheets for faster reconciliation and compliance reporting.
SoFi + OFX + Estate Agents
- 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 estate agents — Saves 2-3 hours per week on client money account reconciliation and commission tracking across property completions
SoFi to OFX — For Estate Agents
Handles MM/DD/YYYY, outputs perfect OFX. Free tier available.
Convert SoFi to OFX Free