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 Univest Bank and Trust Co. savings account 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.

Upload a Univest Bank and Trust Co. savings account statement PDF and get a structured OFX file back. Dates, descriptions, amounts, and balances are parsed automatically. Statemently produces a tidy OFX file that imports directly into OFX.

Convert to OFX

How to convert an Univest Bank and Trust Co. savings account statement to OFX

1
Upload your Univest Bank and Trust Co. savings account statement
Drag and drop your Univest Bank and Trust Co. savings account 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 Univest Bank and Trust Co. 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 Univest Bank and Trust Co. savings account statements

Headquarters: Souderton, PA
Established: 1876
Insured: FDIC-insured
Website: www.univest.net

Univest Bank and Trust Co. is headquartered in Souderton, PA and has served customers since 1876. An Univest Bank and Trust Co. savings account statement shows deposits, withdrawals, transfers, and any interest earned over the statement period. Statemently reads the PDF, isolates each transaction row, and keeps the dates, amounts, and balances aligned so your savings account export is ready to use.

To get your statement, sign in to Univest Bank and Trust Co. online banking (www.univest.net), open the account, and download the statement period you need as a PDF — then upload it here.

Frequently asked questions

Is the Univest Bank and Trust Co. to OFX converter free?

Yes. You can upload your Univest Bank and Trust Co. savings account statement and download the extracted transactions as OFX at no cost.

Will it work with my Univest Bank and Trust Co. savings account statement?

It works with text-based Univest Bank and Trust Co. PDFs — the kind you download directly from Univest Bank and Trust Co.. 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 Univest Bank and Trust Co. transactions appear in organized columns.

Can I edit transactions before downloading?

Yes. Every row from your Univest Bank and Trust Co. savings account 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 Univest Bank and Trust Co. formats

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

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Convert your Univest Bank and Trust Co. savings account statement to OFX

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

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