Convert SoFi Bank Statement to OFX (2026)

Social Finance bank statement PDFs can be converted to OFX (.ofx) in under 30 seconds using bank-statements.co. Upload your SoFi PDF, and all transactions — dates, descriptions, amounts, and balances — are extracted with 99%+ accuracy into a clean .ofx file ready for import into your accounting software.

Last updated: March 16, 2026 · 3 min read

Convert Your SoFi Statement to OFX

Upload your SoFi PDF and get a formatted .ofx file in seconds

Upload SoFi Statement

256-bit encryption · Files deleted after processing · No credit card required

How do I convert a SoFi statement to OFX?

The process takes three steps and under 30 seconds. Our AI reads SoFi's specific PDF format and outputs a properly structured .ofx file.

1
Upload your SoFi bank statement PDF — drag and drop or click to browse. Works with digital PDFs from online banking and scanned paper statements.
2
AI extracts all transactions — dates, descriptions, debits, credits, and running balances are parsed automatically from your SoFi statement with 99%+ accuracy.
3
Download your OFX file — get a clean, properly formatted .ofx file ready to import into your software.

What is OFX format and why use it for SoFi statements?

Open Financial Exchange format, compatible with most accounting software including QuickBooks, Quicken, and Microsoft Money.

Our converter extracts transaction data from your SoFi PDF statement and outputs a properly formatted .ofx file. All transaction fields — dates, descriptions, amounts, and balances — are preserved in the correct structure for your accounting software.

Why convert SoFi statements to OFX instead of manual entry?

Manual data entry from SoFi PDFs typically takes 15-60 minutes per statement and introduces a 2-4% error rate. AI-powered conversion eliminates both problems:

Factor	Manual entry	AI converter
Time per statement	15-60 minutes	~30 seconds
Accuracy	96-98%	99%+
Output format	One at a time	6 formats from one upload

What other formats can I convert SoFi statements to?

All formats are available from a single upload — no need to re-upload your SoFi statement:

SoFi to Excel (.xlsx)SoFi to CSV (.csv)SoFi to QBO (.qbo)SoFi to QIF (.qif)

Frequently Asked Questions

Can I convert SoFi bank statements to OFX?

Yes. Bank-statements.co converts Social Finance statement PDFs to OFX (.ofx) along with 5 other formats — Excel, CSV, QBO, OFX, QIF — all from a single upload. Transactions are extracted automatically in under 30 seconds with 99%+ accuracy.

How accurate is the SoFi to OFX conversion?

Our AI achieves 99%+ accuracy for SoFi statements, extracting transaction dates, descriptions, debit and credit amounts, and running balances. Digital PDFs from online banking give the best results. Scanned documents at 300 DPI or higher also work well via built-in OCR.

Is my SoFi statement data secure during conversion?

All uploads are encrypted with 256-bit encryption both in transit and at rest. Your SoFi statement files are processed securely and deleted from our servers after conversion. We never store, share, or access your financial data. The platform is SOC 2 compliant.

Does this work with banks other than SoFi?

Yes. Our AI converter works with any bank worldwide — over 100 banks are listed on our supported banks page, but the AI reads any bank statement PDF regardless of whether the bank is specifically listed. The same upload-and-convert process works for all financial institutions.

Can I convert scanned SoFi statements to OFX?

Yes. Our converter includes built-in OCR (Optical Character Recognition) that reads scanned paper statements. For best results, scan at 300 DPI or higher. Digital PDFs from SoFi's online banking give the highest accuracy since the text is already machine-readable.

Ready to convert your SoFi statement to OFX?

50 free credits when you sign up. No credit card required.

Convert Now - It's Free

Convert Other Bank Statements to OFX

Chase to OFX Wells Fargo to OFX Bank of America to OFX PNC Bank to OFX Capital One to OFX Navy Federal to OFX