Starling → OFX for Financial Advisors (IFAs)
As financial advisor, 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 financial advisors (ifas) work
Download and use with Intelliflo, CashCalc. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
Starling + OFX + Financial Advisors (IFAs)
- 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 financial advisors (ifas) — Saves 30-45 minutes per client fact-find on income and expenditure analysis, with annual reviews completed 20-30 minutes faster per client
Starling to OFX — For Financial Advisors (IFAs)
Handles DD/MM/YYYY, outputs perfect OFX. Free tier available.
Convert Starling to OFX Free