What kind of PDFs are supported?

Text-based statement PDFs work today — the kind you download directly from your bank. Scanned or photographed statements need OCR, which is coming soon.

Is my financial data secure?

Files are processed privately and are never shared or sold. Uploads are kept only as long as needed to produce your export.

Which banks does it work with?

A generic parser handles most common statement layouts. Bank-specific templates for major banks are on the roadmap to push accuracy even higher.

What formats can I export?

Both CSV and Excel (XLSX). Every export reflects any edits you make in the review table.

Can I fix incorrect rows?

Yes. Every extracted row is editable inline before export, and a confidence score flags anything worth a second look.

Convert SoFi bank statements to a spreadsheet

Statement to Sheets converts SoFi bank statements from PDF into Excel and CSV. Upload, review the extracted rows, and download — no manual copy-paste, no reformatting.

Convert a SoFi statement

Choose an output format

SoFi bank statement to Excel

Download as XLSX

SoFi bank statement to CSV

Download as CSV

SoFi bank statement to Google Sheets

Download as CSV and import into Google Sheets

SoFi bank statement to QuickBooks CSV

Download as CSV and import into QuickBooks CSV

SoFi bank statement to Xero CSV

Download as CSV and import into Xero CSV

SoFi bank statement to Wave CSV

Download as CSV and import into Wave CSV

SoFi bank statement to OFX

Download as OFX and import into OFX

SoFi bank statement to QuickBooks (QBO)

Download as QBO and import into QuickBooks (QBO)

SoFi bank statement to QIF

Download as QIF and import into QIF

By statement type

SoFi checking account statements

to Excel to CSV to Google Sheets to QuickBooks CSV to Xero CSV to Wave CSV to OFX to QuickBooks (QBO)to QIF

SoFi savings account statements

to Excel to CSV to Google Sheets to QuickBooks CSV to Xero CSV to Wave CSV to OFX to QuickBooks (QBO)to QIF

SoFi credit card statements

to Excel to CSV to Google Sheets to QuickBooks CSV to Xero CSV to Wave CSV to OFX to QuickBooks (QBO)to QIF

About SoFi statements

SoFi statements are typically downloaded straight from the app as a PDF, which isn't easy to work with in a spreadsheet. Rather than retyping every line, let Statement to Sheets read the PDF and rebuild the transaction table for you — accurately and in seconds.

To get your statement, sign in to SoFi online banking or mobile app, open the account, and download the statement period you need as a PDF — then upload it here.

Frequently asked questions

How do I convert a SoFi bank statement to Excel?

Upload your SoFi bank statement PDF to Statement to Sheets, review the transactions it extracts, and download an Excel (XLSX) file. The whole process takes seconds.

Can I convert a SoFi bank statement to CSV?

Yes. Statement to Sheets exports your SoFi transactions as CSV as well as Excel, so you can import them anywhere.

Is my SoFi data kept private?

Files are processed privately and never sold or shared. Uploads are deleted automatically once your export is ready.

What if my SoFi statement is a scan?

Today Statement to Sheets supports text-based PDFs downloaded from your bank. Scanned or image-only statements need OCR, which is on the roadmap.

Other converters

Silver Lake Bank Simmesport State Bank Simmons Bank Siouxland Bank SJN Bank of Kansas Skowhegan Savings Bank SKYLINE NATIONAL BANK Sloan State Bank Slovenian Savings and Loan Association of Canonsburg Slovenian Savings and Loan Association of Franklin-Conemaugh

Convert your SoFi statement now

Upload a PDF and download a clean spreadsheet in seconds. Free and private.

Convert a statement