SoFi → QBO for CPAs (Certified Public Accountants)
As cpa, you need SoFi bank statements in QBO 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 QBO
Parses SoFi's MM/DD/YYYY, extracts all transactions, outputs QBO (.qbo).
Use in your cpas (certified public accountants) work
Download and use with QuickBooks Online, Sage Intacct. BankScan AI converts any US bank statement PDF to Excel instantly — supporting Chase, Bank of America, Wells Fargo, Citi, and 30+ US banks for seamless client work.
SoFi + QBO + CPAs (Certified Public Accountants)
- SoFi expertise — Handles MM/DD/YYYY and modern digital banking format with Date, Description, Amount, and Balance columns, plus Vaults savings goal tracking
- QBO output — QuickBooks recognises QBO files natively — double-click to import. Transactions land directly in the bank reconciliation queue with payee names and amounts pre-populated.
- Built for cpas (certified public accountants) — Saves an average of 30 minutes per client per engagement on bank statement data entry, or 10+ hours per week during busy season for a firm with 200+ clients
SoFi to QBO — For CPAs (Certified Public Accountants)
Handles MM/DD/YYYY, outputs perfect QBO. Free tier available.
Convert SoFi to QBO Free