SoFi → OFX for Tax Advisors
As tax advisor, 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 tax advisors work
Download and use with TaxCalc, Taxfiler. Batch-convert entire folders of bank statement PDFs into structured spreadsheets to speed up tax return preparation and HMRC enquiry responses.
SoFi + OFX + Tax Advisors
- 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 tax advisors — Saves 2-3 hours per complex self-assessment return during tax season, and up to 8 hours when responding to HMRC enquiries requiring multi-year statement analysis
SoFi to OFX — For Tax Advisors
Handles MM/DD/YYYY, outputs perfect OFX. Free tier available.
Convert SoFi to OFX Free