Why Convert SVB to OFX?
Convert your Silicon Valley Bank (now First Citizens) bank statement from PDF to OFX format. Open Financial Exchange (.ofx) is a standardised financial data format designed specifically for importing transactions into personal finance and accounting software. — BankScan AI handles MM/DD/YYYY dates and commercial banking format with detailed wire transfer sections showing Originator, Beneficiary, and Reference fields alongside standard Date/Description/Amount columns automatically.
OFX Output Details
Open Financial Exchange (.ofx) is a standardised financial data format designed specifically for importing transactions into personal finance and accounting software. BankScan AI generates OFX 2.2 compliant files with proper BANKACCTFROM headers, STMTTRN transaction records, and FITID unique identifiers for each transaction to prevent duplicates on re-import. SVB statements are common among tech startups and VC-backed companies. BankScan AI handles SVB's wire-heavy transaction layout with full reference preservation.
Getting Your SVB PDF
SVB accounts are now operated by First Citizens BancShares. Access statements through SVB Online Banking (still branded SVB). Go to 'Statements', select the account and period, and download as PDF. For CSV exports, use 'Transaction Download' on the account activity page.
How It Works
Upload your SVB PDF
Drop your SVB bank statement PDF into BankScan AI. Supports PDF formats.
AI extracts all transactions
Our engine parses SVB's MM/DD/YYYY dates and commercial banking format with detailed wire transfer sections showing Originator, Beneficiary, and Reference fields alongside standard Date/Description/Amount columns with 99%+ accuracy.
Download as OFX
Get your data as OFX (.ofx). Direct import into QuickBooks Desktop, Microsoft Money, GnuCash, and other personal finance applications that accept OFX bank feeds
SVB to OFX Features
- SVB optimised — Trained on SVB's commercial banking format with detailed wire transfer sections showing Originator, Beneficiary, and Reference fields alongside standard Date/Description/Amount columns with MM/DD/YYYY parsing
- 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.
- Format compatibility — Compatible with QuickBooks Desktop, GnuCash, Microsoft Money
Convert SVB to OFX Now
Direct import into QuickBooks Desktop, Microsoft Money, GnuCash, and other personal finance applications that accept OFX bank feeds
Convert SVB to OFX Free