SVB → OFX for Tax Preparers
As tax preparer, you need SVB bank statements in OFX format. SVB statements are common among tech startups and VC-backed companies. BankScan AI handles SVB's wire-heavy transaction layout with full reference preservation. BankScan AI handles the conversion — MM/DD/YYYY, commercial banking format with detailed wire transfer sections showing Originator, Beneficiary, and Reference fields alongside standard Date/Description/Amount columns, and all.
How It Works
Upload SVB PDF
Drop your SVB statement PDF. Supports PDF.
AI converts to OFX
Parses SVB's MM/DD/YYYY, extracts all transactions, outputs OFX (.ofx).
Use in your tax preparers work
Download and use with TurboTax Pro, Drake Tax. Convert client bank statements to organized Excel spreadsheets in seconds — verify W-2 income, find deductible expenses, and prepare returns faster during tax season.
SVB + OFX + Tax Preparers
- SVB expertise — Handles MM/DD/YYYY and commercial banking format with detailed wire transfer sections showing Originator, Beneficiary, and Reference fields alongside standard Date/Description/Amount columns
- 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 tax preparers — Saves 15-20 minutes per return on income verification and expense identification, adding up to 8-12 hours per week during peak tax season
SVB to OFX — For Tax Preparers
Handles MM/DD/YYYY, outputs perfect OFX. Free tier available.
Convert SVB to OFX Free