Wells Fargo → OFX for Enrolled Agents
As an enrolled agent, you need Wells Fargo bank statements in OFX format. Wells Fargo statements organize transactions by type with running daily balances. BankScan AI handles Wells Fargo's distinctive debit/credit column layout. BankScan AI handles the conversion — MM/DD, chronological transaction listing with separate Deposits, Withdrawals, and Checks sections, plus a Transaction Summary and Daily Balance summary, and all.
How It Works
Upload Wells Fargo PDF
Drop your Wells Fargo statement PDF. Supports PDF.
AI converts to OFX
Parses Wells Fargo's MM/DD, 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.
Wells Fargo + OFX + Enrolled Agents
- Wells Fargo expertise — Handles MM/DD and chronological transaction listing with separate Deposits, Withdrawals, and Checks sections, plus a Transaction Summary and Daily Balance summary
- 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
Wells Fargo to OFX — For Enrolled Agents
Handles MM/DD, outputs perfect OFX. Free tier available.
Convert Wells Fargo to OFX Free