Tide → OFX for Financial Advisors (IFAs)
As financial advisor, 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 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.
Tide + OFX + Financial Advisors (IFAs)
- 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 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
Tide to OFX — For Financial Advisors (IFAs)
Handles DD/MM/YYYY, outputs perfect OFX. Free tier available.
Convert Tide to OFX Free