Tide → OFX for Enrolled Agents
As an enrolled agent, you need Tide bank statements in OFX format. Tide business account statements include invoice references and categories that BankScan AI maps to your bookkeeping codes. BankScan AI handles the conversion — DD/MM/YYYY, single Amount column with category tags, invoice references, and running balance, and all.
How It Works
Upload Tide PDF
Drop your Tide statement PDF. Supports PDF, CSV.
AI converts to OFX
Parses Tide'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.
Tide + OFX + Enrolled Agents
- Tide expertise — Handles DD/MM/YYYY and single Amount column with category tags, invoice references, 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
Tide to OFX — For Enrolled Agents
Handles DD/MM/YYYY, outputs perfect OFX. Free tier available.
Convert Tide to OFX Free