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.

CSV to OFX Converter

Drop in a CSV file and download clean OFX. AI reads the file semantically, identifies financial or business transaction rows, and converts them into an import-ready OFX file.

.csv.ofx

Free · no sign-up · AI-powered semantic conversion.

How to convert CSV to OFX

1
Upload your CSV file
Drag and drop your .csv file, or click to browse. Statemently sends it to the configured AI provider for semantic conversion.
2
We convert it instantly
Statemently uses AI to understand the uploaded CSV file, normalize transaction-like rows, and write a clean OFX file.
3
Download your OFX file
Your OFX (.ofx) file downloads automatically, ready to import.

Why convert CSV to OFX?

You'll usually reach for a CSV → OFX converter when a bank, marketplace, bookkeeping tool, or business export gives you a CSV file, but the tool you actually work in needs OFX.

Move transactions from Most banks offer a CSV download, and every spreadsheet and accounting app can export one into QuickBooks, Quicken, GnuCash, Wave, MoneyDance, and most accounting tools.
Avoid manual re-keying and the errors that come with it
Let AI interpret non-standard columns and normalize dates, descriptions, and amounts

Example: before and after

A sample CSV file and the exact OFX this tool produces from it.

Input · .csv

Date,Description,Amount,Balance
2026-06-02,Direct Deposit ACME Payroll,4200.00,6431.18
2026-06-04,Whole Foods Market,-86.43,6344.75

Output · .ofx

<?xml version="1.0" encoding="UTF-8" standalone="no"?>
<?OFX OFXHEADER="200" VERSION="211" SECURITY="NONE" OLDFILEUID="NONE" NEWFILEUID="NONE"?>
<OFX><SIGNONMSGSRSV1><SONRS><STATUS><CODE>0</CODE><SEVERITY>INFO</SEVERITY></STATUS><DTSERVER>20260604120000</DTSERVER><LANGUAGE>ENG</LANGUAGE></SONRS></SIGNONMSGSRSV1><BANKMSGSRSV1><STMTTRNRS><TRNUID>1</TRNUID><STATUS><CODE>0</CODE><SEVERITY>INFO</SEVERITY></STATUS><STMTRS><CURDEF>USD</CURDEF><BANKACCTFROM><BANKID>000000000</BANKID><ACCTID>000000000</ACCTID><ACCTTYPE>CHECKING</ACCTTYPE></BANKACCTFROM><BANKTRANLIST><DTSTART>20260602</DTSTART><DTEND>20260604</DTEND><STMTTRN><TRNTYPE>CREDIT</TRNTYPE><DTPOSTED>20260602</DTPOSTED><TRNAMT>4200.00</TRNAMT><FITID>202606020v6jgau</FITID><NAME>Direct Deposit ACME Payroll</NAME><MEMO>Direct Deposit ACME Payroll</MEMO></STMTTRN><STMTTRN><TRNTYPE>DEBIT</TRNTYPE><DTPOSTED>20260604</DTPOSTED><TRNAMT>-86.43</TRNAMT><FITID>2026060417rbu62</FITID><NAME>Whole Foods Market</NAME><MEMO>Whole Foods Market</MEMO></STMTTRN></BANKTRANLIST><LEDGERBAL><BALAMT>6344.75</BALAMT><DTASOF>20260604</DTASOF></LEDGERBAL></STMTRS></STMTTRNRS></BANKMSGSRSV1></OFX>

What ends up in your OFX file

OFX field	Comes from
DTPOSTED	Transaction date (YYYYMMDD)
TRNAMT	Signed amount
TRNTYPE	DEBIT or CREDIT, derived from the amount sign
NAME / MEMO	Description
FITID	A stable unique ID per transaction

About CSV and OFX

CSV (.csv)

CSV (Comma-Separated Values) is a plain-text table where each line is a transaction and each value is separated by a comma. It is the most portable financial format there is — no special software required to open or edit it.

Exported by:: Most banks offer a CSV download, and every spreadsheet and accounting app can export one.
Read by:: Excel, Google Sheets, Numbers, and virtually every bookkeeping, budgeting, and analytics tool.

OFX (.ofx)

OFX (Open Financial Exchange) is the closest thing to a universal bank-data standard. It carries each transaction's date, amount, type, name, and a unique ID, so financial software can import it without any column mapping.

Created by:: Banks (via Direct Connect / Web Connect) and exports from Quicken and QuickBooks.
Imports into:: QuickBooks, Quicken, GnuCash, Wave, MoneyDance, and most accounting tools.

Tips

If your dates look swapped, your bank may use DD/MM/YYYY — the converter detects the order automatically from your file.
Files up to 8 MB are supported. Very large files may be summarized before AI conversion.

Frequently asked questions

Is the CSV to OFX converter free?

Yes — it's completely free, with no sign-up required.

What is a CSV file?

CSV (comma-separated values) is a plain-text spreadsheet format that opens in Excel, Google Sheets, and nearly every accounting or analysis tool.

What can I do with the OFX file?

OFX (Open Financial Exchange) is the universal bank-data format read by QuickBooks, Quicken, GnuCash, and most accounting tools, importing with no column mapping.

Is my financial data private?

Your file is processed by the configured AI conversion provider, never sold, and not stored by this converter after the conversion runs.

Is there a file size limit?

Files up to 8 MB are supported, which covers even multi-year exports.

Other CSV conversions

CSV to Excel CSV to QFX CSV to QBO CSV to QIF CSV to PDF CSV to Tally XML

Convert other files to OFX

Any File to OFX Excel to OFX QFX to OFX QIF to OFX IIF to OFX

Got a bank statement PDF instead?

Statemently turns statement PDFs into clean Excel, CSV, and accounting exports. Free to try.

Convert a statement