bank statement → OFX

Bank Statement to OFX Converter for Accountants - Save Hours on Data Entry

Professional-grade bank statement conversion for accountants. Extract transaction data with the running balance preserved on every file.

Free to try, no credit card
256-bit encryption
Running balance preserved

PDF, JPG, PNG, BMP, HEIC, TIFF

Upload your bank statement

Extract:
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Convert bank statement →
<OFX> for MS Money & accounting software, <CSV> for spreadsheets

The Challenges Accountants Face with Bank Statements

Modern accounting requires efficient data processing, but PDF bank statements create significant bottlenecks in your workflow.

Manual Data Entry Errors

Typing transactions manually leads to typos, transposition errors, and costly reconciliation issues that can affect your clients' financial accuracy.

Time-Consuming Process

Processing a single month's statement can take 30-60 minutes of tedious copy-paste work, reducing time available for higher-value advisory services.

Multi-Bank Complexity

Each bank uses different statement formats, requiring you to adapt your process for every client's unique banking relationships.

Audit Trail Concerns

Manual data entry makes it difficult to maintain a clean audit trail and prove the accuracy of your financial records.

Month-End Crunch

Statement processing bottlenecks during busy periods can delay closing the books and meeting client deadlines.

Client Volume Scaling

As your practice grows, the time spent on statement processing grows proportionally, limiting your capacity.

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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