A bank statement converter built for US accounting work: PDF, scanned and photographed statements in, structured transactions out. This page covers what the product does, what it deliberately does not do, how documents are handled, and how to reach us.
Upload your bank statement
Drop file here or click to upload
PDF, JPG, PNG, BMP, HEIC, TIFF
Uploading...
OFXStatement is a United States focused bank statement converter. It reads PDF, scanned, and photographed bank and credit card statements and returns each transaction as structured data with its date, description, amount, and running balance, exported as OFX, CSV, or Excel. It does not produce QFX or QIF files, and it does not accept CSV or Excel as input. Support is at support@ofxstatement.com.
Accounting software connects to a bank and pulls recent activity. It does not solve the far more common problem of a folder of statements covering a period the feed will never reach.
Most feeds pull a limited recent window, commonly around 90 days. Statements go back years, so anything historical falls outside what a connection can provide.
A PDF statement has no table underneath it. Columns are visual positions and descriptions wrap, so copy and paste produces something slower to clean than to retype.
The further back a period goes, the more likely the statement is a scan or a photograph, which rules out copying text entirely.
Four accounts across fourteen months is more than fifty documents. At that point per document handling time is the entire economics of the engagement.
A narrow product done properly: get transactions out of statement documents accurately, and hand you a file the destination system will actually accept.
PDF, JPG, PNG, BMP, HEIC, TIFF and TXT up to 50 MB per file, because real archives are full of scans and phone photos rather than clean downloads.
Every row keeps date, description, amount and running balance, so an extracted month can be checked against the printed statement before anyone imports it.
OFX when the file must not duplicate on reimport, CSV and Excel when the data needs review first.
No QFX, no QIF, and no CSV input. We would rather lose a signup than have someone discover a missing format after they have paid.
The free tier exists so you can test your own statements, which are the only ones that matter.
Use the free tier to run a real statement from your own bank rather than a sample. Bank layouts vary and yours is the one that counts.
Tip: 3 extractions, no credit card required.
Compare the extracted transaction count and totals against the summary printed on the statement.
Tip: If the totals tie, the detail almost always ties.
Export the format your destination actually accepts and try the import before committing to a plan.
Tip: Quicken users should read the CSV route first, since Quicken cannot import OFX.
Paid plans add volume, and Plus adds batch uploads of up to 50 files, merging and custom templates.
Tip: Work out the billing unit before comparing headline prices.
Concentrated in US accounting and finance work where document volume is the constraint.
Monthly client processing across several banks and card issuers, where handling time per document sets the margin on the engagement.
Rebuilding a period from statements when the books are incomplete and a return cannot be prepared without the transactions.
Catching up their own books before a filing deadline, a loan application, or handing over to a bookkeeper.
Firms and products that already receive client documents and want extracted transactions inside their own system.
OFXStatement is a bank statement converter built for United States accounting work. You upload a bank or credit card statement as a PDF, a scan, or a phone photo, and it returns the transactions as structured data: date, description, amount, and running balance. Those transactions can be exported as OFX, CSV, or Excel for QuickBooks Online, Xero and other software that reads them.
The product exists for a narrow, specific reason. Bank feeds in accounting software usually reach back only a short window, commonly around 90 days, while statements go back years. Anyone rebuilding a period, onboarding a client, or closing books that fell behind ends up with a folder of PDFs and no way to get them into their accounting system except by typing. That gap is the whole job this tool does.
Mostly bookkeepers, accounting firms, CPAs, and finance teams in the United States, plus business owners catching up their own books. The common situation is document volume: several accounts, several months, and a destination system that needs transactions rather than a PDF. It is also used through an API by firms and platforms that already receive client documents and want the extracted data to land in their own system.
It is less useful for a one off question about a single transaction, and it is not a personal finance app. If you need to read one line off one statement, opening the PDF is faster than any tool.
Being direct about the limits saves people a wasted trial, so here they are in full.
| Question | Answer |
|---|---|
| Accepted uploads | PDF, JPG, PNG, BMP, HEIC, TIFF and TXT, up to 50 MB per file |
| Export formats | OFX, CSV and Excel on paid plans |
| QFX or QIF export | Not offered. A genuine QFX needs a bank issued INTU.BID identifier that no third party can mint |
| CSV or Excel as an input | Not accepted. The input is the statement document itself |
| Batch size | Up to 50 files per batch on the Plus plan, with an option to merge files into one extraction |
| Free plan | 3 extractions, no credit card required |
Extraction removes the typing. It does not remove the review, and any vendor claiming otherwise is overselling. On a text based PDF the characters already exist in the file, so the task is interpreting the layout and accuracy is high. On a scan or a phone photo the characters have to be recognized first, and that is where mistakes appear, usually in digits that look alike or a minus sign sitting close to a column edge.
The workflow we recommend takes about a minute per statement: compare the extracted transaction count and the total deposits and withdrawals against the summary the bank prints on the statement. If those tie, the detail almost always ties. We would rather tell you to check than promise a number that does not survive contact with a bad scan.
Uploads are transmitted over encrypted connections, and you can delete uploaded documents and extraction data from your account at any time. Bank statements are sensitive by nature, and the practical advice we give firms is the same we follow: delete what you no longer need, and keep client documents inside whatever retention policy your practice already has rather than leaving them in a tool indefinitely. Full detail is in the privacy policy and the terms of service.
There is a free tier of 3 extractions with no credit card, which exists so you can test your own statements before paying. Paid plans start at $49 per month for Starter, or $24.50 per month billed annually at $294 per year. Plus is $149 per month, or $74.50 per month billed annually at $894 per year, and adds bulk upload of up to 50 files, custom extraction templates, categorization and Financial Reports. Pro and Enterprise sit above that. Current detail is always on the pricing page.
We think the most useful thing a buyer can do before choosing any tool in this category is work out what unit it bills. Some meter per page, some per conversion regardless of length, and some per credit where a statement page costs several credits. The same workload can differ several fold depending on which model you land on. Our honest comparison against DocuClipper, MoneyThumb and AutoEntry, including where they beat us, is on the bank statement converter comparison page.
Support is at support@ofxstatement.com, and the contact page covers what to include so a statement problem can be diagnosed on the first reply. If a specific statement will not extract cleanly, sending it in is genuinely the fastest route, because layout problems are usually fixable once seen.
It converts bank and credit card statements into structured transaction data. You upload a PDF, scan, or photo of a statement, and it returns each transaction with its date, description, amount, and running balance, which you can export as OFX, CSV, or Excel.
No. A genuine QFX, also called Quicken Web Connect, carries a bank issued INTU.BID identifier that no third party is able to create, so a renamed OFX file will always be rejected by Quicken. Since Quicken also cannot import OFX, the working route into Quicken is CSV via File then File Import then Banking Transactions.
Yes. The free tier gives 3 extractions with no credit card required, which is there so you can test your own bank statements before paying. Paid plans start at $49 per month, or $24.50 per month when billed annually at $294 per year.
Documents are transmitted over encrypted connections and you can delete uploaded documents and extraction data from your account at any time. The privacy policy sets out collection, use, and retention in full. Our practical advice is to delete what you no longer need and keep client documents within your own practice retention policy.
Email support@ofxstatement.com. If the question is about a statement that did not extract correctly, attaching the file makes it far quicker to diagnose, because layout problems are usually clear and fixable once the document has been seen.
It reads statements by interpreting the layout of the page rather than matching a saved template for each institution, so it is not limited to a fixed list and a bank redesigning its statement does not break it. US banks and credit card issuers are the focus, including regional banks and credit unions.
How to reach support and what to include.
How we compare against other converters.
What the extraction actually does.
Batch processing for higher volume work.
Get started converting bank statements to OFX.
USD
per month
per month
$294 charged today
Choose speed vs accuracy when extracting
| Base AI Faster | 2,500 pages |
| Pro AI Best accuracy | 500 pages |
Scale statement conversion with bulk upload, custom templates and reports.
USD
per month
per month
$894 charged today
Choose speed vs accuracy when extracting
| Base AI Faster | 10,000 pages |
| Pro AI Best accuracy | 2,000 pages |
Enterprise-grade bank statement conversion and controls.
USD
per month
per month
$ charged today
Choose speed vs accuracy when extracting
| Base AI Faster | pages |
| Pro AI Best accuracy | pages |
