SoFi → QBO for Estate Agents
As an estate agent, 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 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 + QBO + 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
- 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 estate agents — Saves 2-3 hours per week on client money account reconciliation and commission tracking across property completions
SoFi to QBO — For Estate Agents
Handles MM/DD/YYYY, outputs perfect QBO. Free tier available.
Convert SoFi to QBO Free