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.

OFX to Excel Converter

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

.ofx.xlsx

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

How to convert OFX to Excel

1
Upload your OFX file
Drag and drop your .ofx 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 OFX file, normalize transaction-like rows, and write a clean Excel file.
3
Download your Excel file
Your Excel (.xlsx) file downloads automatically, ready to import.

Why convert OFX to Excel?

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

Move transactions from Banks (via Direct Connect / Web Connect) and exports from Quicken and QuickBooks into Microsoft Excel, Google Sheets, Apple Numbers, and LibreOffice Calc.
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 OFX file and the exact Excel this tool produces from it.

Input · .ofx

<?xml version="1.0"?>
<?OFX OFXHEADER="200" VERSION="211" SECURITY="NONE" OLDFILEUID="NONE" NEWFILEUID="NONE"?>
<OFX><BANKMSGSRSV1><STMTTRNRS><STMTRS><CURDEF>USD</CURDEF>
<BANKACCTFROM><ACCTID>000111114821</ACCTID><ACCTTYPE>CHECKING</ACCTTYPE></BANKACCTFROM>
<BANKTRANLIST><DTSTART>20260601</DTSTART><DTEND>20260630</DTEND>
<STMTTRN><TRNTYPE>CREDIT</TRNTYPE><DTPOSTED>20260602</DTPOSTED><TRNAMT>4200.00</TRNAMT><FITID>1</FITID><NAME>Direct Deposit ACME Payroll</NAME></STMTTRN>
<STMTTRN><TRNTYPE>DEBIT</TRNTYPE><DTPOSTED>20260604</DTPOSTED><TRNAMT>-86.43</TRNAMT><FITID>2</FITID><NAME>Whole Foods Market</NAME></STMTTRN>
</BANKTRANLIST></STMTRS></STMTTRNRS></BANKMSGSRSV1></OFX>

Output · .xlsx

Date	Description	Amount
2026-06-02	Direct Deposit ACME Payroll	4200
2026-06-04	Whole Foods Market	-86.43

What ends up in your Excel file

Excel field	Comes from
Date	Transaction date, normalized to YYYY-MM-DD
Description	Payee / transaction name
Amount	Signed amount (deposits positive, withdrawals negative)
Balance	Running balance, when the source provides one
Currency	Currency code, when present

About OFX and Excel

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.

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

Excel (.xlsx)

Excel (.xlsx) is Microsoft Excel's native workbook format. Unlike CSV it preserves cell types and is ready for sorting, filtering, pivot tables, and formulas the moment you open it.

Created by:: Exported by Excel and most accounting tools.
Imports into:: Microsoft Excel, Google Sheets, Apple Numbers, and LibreOffice Calc.

Tips

The .xlsx file opens directly in Excel, Google Sheets, Numbers, and LibreOffice.
Files up to 8 MB are supported. Very large files may be summarized before AI conversion.

Frequently asked questions

Is the OFX to Excel converter free?

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

What is a 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.

What can I do with the Excel file?

Excel (.xlsx) is Microsoft Excel's native workbook format — ideal for sorting, filtering, formulas, and sharing a clean transaction table.

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 OFX conversions

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

Convert other files to Excel

Any File to Excel CSV to Excel QFX to Excel QIF to Excel IIF to Excel PDF to Excel

Got a bank statement PDF instead?

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

Convert a statement