Starling → OFX for Enrolled Agents
As an enrolled agent, you need Starling bank statements in OFX format. Starling Bank statements have a modern layout with merchant categories, which BankScan AI preserves during conversion. BankScan AI handles the conversion — DD/MM/YYYY, single Amount column with +/- signs, merchant categories, and running balance, and all.
How It Works
Upload Starling PDF
Drop your Starling statement PDF. Supports PDF, CSV.
AI converts to OFX
Parses Starling's DD/MM/YYYY, extracts all transactions, outputs OFX (.ofx).
Use in your enrolled agents work
Download and use with Drake Tax, Lacerte. Batch-convert client bank statements to Excel for fast income verification, deduction substantiation, and IRS examination responses.
Starling + OFX + Enrolled Agents
- Starling expertise — Handles DD/MM/YYYY and single Amount column with +/- signs, merchant categories, and running balance
- 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 enrolled agents — Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
Starling to OFX — For Enrolled Agents
Handles DD/MM/YYYY, outputs perfect OFX. Free tier available.
Convert Starling to OFX Free