Virgin Money → OFX for Enrolled Agents
As an enrolled agent, you need Virgin Money bank statements in OFX format. Virgin Money statements (formerly Clydesdale/Yorkshire Bank) use a modern layout with transaction categories that BankScan AI preserves during conversion. BankScan AI handles the conversion — DD/MM/YYYY, modern single-column layout with colour-coded spending categories and running balance, and all.
How It Works
Upload Virgin Money PDF
Drop your Virgin Money statement PDF. Supports PDF.
AI converts to OFX
Parses Virgin Money'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.
Virgin Money + OFX + Enrolled Agents
- Virgin Money expertise — Handles DD/MM/YYYY and modern single-column layout with colour-coded spending categories 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
Virgin Money to OFX — For Enrolled Agents
Handles DD/MM/YYYY, outputs perfect OFX. Free tier available.
Convert Virgin Money to OFX Free