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 OFX

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.

Statemently converts SoFi bank statement PDFs into OFX so you can sort, filter, and reconcile without retyping a single row. Statemently produces a tidy OFX file that imports directly into OFX.

Convert to OFX

How to convert a SoFi bank statement to OFX

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 and import into OFX
Download the OFX file, choose the correct destination account type, then import it into OFX — your transactions land in neat columns, ready to review.

Why OFX?

Universal bank format

OFX imports into Quicken, GnuCash, and most accounting tools with no column mapping.

Structured, not guessed

Dates, amounts, and descriptions are written into the fields your software expects.

Review before import

Check every transaction first, then import a clean OFX file.

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.

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

Is the SoFi to OFX converter free?

Yes. You can upload your SoFi bank statement and download the extracted transactions as OFX 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.

How do I get my transactions into OFX?

Statemently gives you a clean OFX file. Open OFX and import that file — your SoFi transactions appear in organized columns.

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 OFX.

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

Convert other statements to OFX

Silver Lake Bank to OFX Simmesport State Bank to OFX Simmons Bank to OFX Siouxland Bank to OFX SJN Bank of Kansas to OFX Skowhegan Savings Bank to OFX SKYLINE NATIONAL BANK to OFX Sloan State Bank to OFX

Convert your SoFi bank statement to OFX

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

Convert a statement