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 Xero 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.

Need your SoFi bank statement in Xero CSV? Statemently extracts every transaction from the PDF and turns it into a clean Xero CSV export — usually in just a few seconds. Statemently produces a tidy CSV file that imports directly into Xero CSV.

Convert to Xero CSV

How to convert a SoFi bank statement to Xero 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 and import into Xero CSV
Download the CSV file, choose the correct destination account type, then import it into Xero CSV — your transactions land in neat columns, ready to review.

Why Xero CSV?

Reconcile in Xero

Turn statement PDFs into CSV rows you can import into a Xero bank account.

Cleaner mappings

Date, amount, description, and reference fields are prepared for Xero's statement import flow.

Review before upload

Check signs and descriptions before the file ever reaches your Xero ledger.

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 Xero CSV converter free?

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

How do I get my transactions into Xero CSV?

Statemently gives you a clean CSV file. Open Xero CSV 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 Xero 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 CSV to Google Sheets to QuickBooks CSV to Wave CSV

Convert other statements to Xero CSV

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

Convert your SoFi bank statement to Xero CSV

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

Convert a statement