Stripe → OFX for Enrolled Agents
As an enrolled agent, you need Stripe bank statements in OFX format. Stripe payout statements list individual charges, refunds, and fees per payout batch. BankScan AI expands payout summaries into line-by-line transaction detail. BankScan AI handles the conversion — YYYY-MM-DD, payout-centric layout listing individual charges, refunds, fees, and adjustments grouped by payout batch with net settlement amount, and all.
How It Works
Upload Stripe PDF
Drop your Stripe statement PDF. Supports PDF, CSV.
AI converts to OFX
Parses Stripe's YYYY-MM-DD, 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.
Stripe + OFX + Enrolled Agents
- Stripe expertise — Handles YYYY-MM-DD and payout-centric layout listing individual charges, refunds, fees, and adjustments grouped by payout batch with net settlement amount
- 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
Stripe to OFX — For Enrolled Agents
Handles YYYY-MM-DD, outputs perfect OFX. Free tier available.
Convert Stripe to OFX Free