bank statement → OFX

Bank Statement Converter for Bookkeepers - Automate Your Data Entry

Stop typing bank transactions manually. Convert any PDF bank statement to a clean OFX file in seconds.

Free to try, no credit card
256-bit encryption
90+ US banks supported

PDF, JPG, PNG, BMP, HEIC, TIFF

Upload your bank statement

Extract:
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<OFX> for MS Money & accounting software, <CSV> for spreadsheets

Why Manual Data Entry is Holding Your Bookkeeping Business Back

Every hour spent typing transaction data is an hour not spent growing your business or serving more clients.

Endless Copy-Paste Work

Manually copying hundreds of transactions from PDF statements to spreadsheets is mind-numbing and error-prone work.

Client Deadline Pressure

When statements arrive late, you're squeezed between data entry time and client expectations for quick turnaround.

Format Inconsistencies

Different banks use different layouts, requiring constant adjustment to your data entry process.

Accuracy Concerns

Fatigue leads to errors, and a single wrong number can throw off an entire reconciliation.

Scale Limitations

You can only take on as many clients as you can manually process, limiting your income potential.

Repetitive Strain

Hours of typing and mouse work leads to physical fatigue and potential repetitive strain issues.

How OFXStatement Solves This

Our AI-powered platform delivers accurate, fast bank statement conversion.

Instant Processing

Convert statements in seconds, not hours.

Running Balance Kept

Each transaction keeps its running balance from the original statement.

Multiple Formats

Export to OFX, CSV, or Excel.

90+ US Banks Supported

Reads statements from any US bank, scanned or digital.

256-Bit Encryption

Your data is encrypted in transit and you control deletion.

Batch Processing

Upload and convert multiple statements at once.

Convert in 3 Simple Steps

No technical expertise required.

1

Upload

Drag and drop your PDF bank statement.

Tip: Multi-page statements work perfectly.

2

Convert

Our AI extracts all transaction data automatically.

Tip: Usually takes under 30 seconds.

3

Download

Get your clean OFX file, or CSV if you prefer.

Tip: OFX for MS Money, Xero, and accounting software, CSV for Quicken.

Frequently Asked Questions

The AI reads each statement line by line and keeps the running balance exactly as printed, so nothing is recalculated or guessed.

We support statements from all major US banks and most international institutions.

Yes. Pick the format your program actually reads: OFX for MS Money, NetSuite, Xero and other software that accepts OFX, and CSV or Excel for QuickBooks Online, Wave and spreadsheets. Quicken is the one to watch, because it imports QFX rather than plain OFX, so use the CSV export when Quicken is the destination.

Absolutely. We use bank-level encryption and automatically delete files after processing.

We offer plans from individual to unlimited enterprise packages.

Yes! Our free demo includes 3 free extractions to test the platform, no credit card required.

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JPMorgan Chase Bank of America Citigroup Wells Fargo Goldman Sachs Morgan Stanley U.S. Bancorp PNC Financial Services Truist Financial Capital One TD Bank Charles Schwab Bank of New York Mellon State Street BMO USA Ally Financial Regions Financial Fifth Third Bank Huntington Bancshares KeyBank Citizens Financial Group First Citizens BancShares Synchrony Financial M&T Bank First Horizon Cathay Bank USAA Navy Federal Comerica Zions Bancorporation East West Bancorp First National of Nebraska Cullen Frost Bankers BOK Financial Fulton Financial Associated Banc-Corp Valley National Bancorp Wintrust Financial First Midwest Bancorp Commerce Bancshares UMB Financial Pinnacle Financial Partners Webster Financial Cadence Bank Old National Bancorp First Interstate BancSystem Umpqua Holdings First Hawaiian Bank Prosperity Bancshares SouthState Corporation First Merchants First Bank Holding Glacier Bancorp First Financial Bancorp Independent Bank Columbia Banking System Western Alliance Bancorporation Pacific Premier Bancorp Bank OZK United Community Banks Customers Bancorp Texas Capital Bancshares SVB Financial Group Signature Bank First Republic Bank New York Community Bancorp Sterling Bancorp First Bank Bank United First Commonwealth Financial ServisFirst Bancshares Renasant Corporation Simmons First National Trustmark Corporation First Busey Community Bank System First Mid Bancshares Ameris Bancorp Hancock Whitney First BanCorp Third Coast Bancshares Home Bancshares Byline Bancorp Simmons Bank United Bankshares Peoples United Financial American Express HSBC Bank USA Citizens Bank Santander Bank Flagstar Bank PNC Credit Card U.S. Bank Credit Card Apple Card

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