Tide → OFX for Tax Preparers
As tax preparer, 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 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.
Tide + OFX + Tax Preparers
- 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 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
Tide to OFX — For Tax Preparers
Handles DD/MM/YYYY, outputs perfect OFX. Free tier available.
Convert Tide to OFX Free