Bank statements to OFX
Convert bank statements to OFX for compatible accounting workflows
Extract transactions from supported bank statement PDFs, review the rows, and export an OFX file for compatible accounting software.
For finance and bookkeeping teams that need an OFX import file when a bank feed or original OFX download is unavailable.
How it works
Extract the PDF statement
Upload a supported text or scanned PDF and use the pages available on the account.
Verify the transaction rows
Confirm dates, descriptions, signs and totals before producing the import file.
Import and reconcile
Download OFX, import it into compatible software, and reconcile the result to the original statement.
Accuracy and compatibility
OFX import support and duplicate-detection behaviour vary between accounting products.
Test a small period first and keep the PDF as the authoritative source.
Frequently asked questions
Is OFX available on Free?
Yes. OFX export is available on Free within its page and review limits.
Will it connect directly to my bank?
No. The workflow converts a statement you upload; it does not access or connect to your online banking.
Can I import the result without reviewing it?
Review is strongly recommended because statement layouts and OCR quality vary.