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.

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 CSV

Q: 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.

Upload a SoFi bank statement PDF and get a structured CSV file back. Dates, descriptions, amounts, and balances are parsed automatically.

Convert to CSV

How to convert a SoFi bank statement to CSV

1
Upload your SoFi bank statement
Drag and drop your SoFi bank statement PDF onto Statemently, or click to browse. Text-based PDFs up to 10 MB are supported.
2
Let Statemently extract the transactions
Statemently reads the SoFi PDF and automatically pulls out every transaction — date, description, amount, and running balance.
3
Review and fix any rows
Check the extracted table and edit any cell inline. A confidence score flags anything worth a second look before you export.
4
Download your CSV file
Click export to download a clean CSV (CSV) file with one row per transaction — ready for analysis, bookkeeping, or your accountant.

Why CSV?

Imports anywhere

CSV is the universal format — load it into Excel, Google Sheets, accounting tools, or your own scripts.

Lightweight and clean

Just the data: one row per transaction, no formatting to fight with.

Automation-friendly

Perfect for feeding into bookkeeping software, dashboards, or data pipelines.

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 Statemently read the PDF and rebuild the transaction table for you — accurately and in seconds.

Frequently asked questions

Is the SoFi to CSV converter free?

Yes. You can upload your SoFi bank statement and download the extracted transactions as CSV at no cost.

Will it work with my SoFi bank statement?

It works with text-based SoFi PDFs — the kind you download directly from SoFi. Scanned or photographed statements need OCR, which is coming soon.

Can I edit transactions before downloading?

Yes. Every row from your SoFi bank statement is editable inline, so you can correct anything before exporting to CSV.

Is my financial data secure?

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

Other SoFi formats

to Excel to Google Sheets to QuickBooks

Convert other statements to CSV

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Convert your SoFi bank statement to CSV

Upload a PDF, review the transactions, and download in seconds. Free and private.

Convert a statement