Convert Bank Statement PDF to OFX

Turn PDF bank statements into OFX (Open Financial Exchange) ready documents so you can accelerate month-end closing with easy import of transactions directly into QuickBooks, Xero, or other accounting software with OFX files, turning hours of manual data entry into minutes of automated precision. OFX is a standardized financial data format that enables seamless import into accounting software, allowing for automatic categorization and reconciliation of transactions.

How Bank Statement PDF to OFX Conversion Works

Upload Bank Statement

Select a bank statement pdf from your computer, or simply drag and drop file into the upload box to begin extracting.

Convert to Excel

Veryfi's PDF to OFX converter automatically recognizes content in your PDF and converts it into a OFX (Open Financial Exchange) file.

Download OFX File

Download your converted OFX file immediately with no signup required. Happy with results? Sign up for a free account to access these additional file formats.



Financial professionals face the tedious task of manually extracting data from bank statements. Veryfi AI eliminates this bottleneck by instantly transforming bank statement PDFs into OFX files for seamless software integration. Stop wasting valuable time on data entry. Start leveraging the power of automated financial data imports with Veryfi AI's instant PDF-to-OFX conversion.

Accountants & Bookkeepers: Import transactions directly into QuickBooks, Xero, or other accounting software with OFX files that close books faster and eliminate manual entry errors
Financial Controllers: Accelerate month-end reconciliation with bank data that imports perfectly into your financial systems
Business Owners: Sync all your accounts automatically with OFX files that work with popular personal finance apps and banking platforms
CFOs & Financial Managers: Maintain real-time financial visibility with automated transaction imports that keep your dashboards current
Wealth Managers: Consolidate client financial data across multiple institutions using standardized OFX files for comprehensive portfolio management

Request: Bank Statement Data Extraction
import requests
url = "https://api.veryfi.com/api/v8/partner/bank-statements"
headers = {
'CLIENT-ID': '<API_KEY_VALUE>',
'AUTHORIZATION': '<API_KEY_VALUE>'
}
payload = {'file_url': 'https://cdn...'}
response = requests.post(url, headers=headers, data=payload)
print(response.json())
Response: Structured JSON
{
"account_holder_name": "Mr Robot",
"account_holder_address": "210 S B St, San Mateo, CA 94401",
"bank_name": "The Royal Bank of Scotland",
"account_number": "1111111",
"routing_number": "16-10-00",
"beginning_balance": 1803.90,
"ending_balance": 300.20,
"currency_code": "GBP",
"transactions": [
{
"date": "2013-10-22 00:00:00",
"description": "AUTOMATED PAY IN 650274051211-CHB",
"debit_amount": 190.40,
"balance": 1803.90
},
{
"date": "2013-12-21 00:00:00",
"description": "DVLA",
"debit_amount": 280.00,
"balance": 2548.14
}
]
}

Handy with Development? Try our Bank Statements OCR API

Veryfi's Bank Statements OCR API is easy and fast to implement with just a few lines of code (as shown).

Bank Statements OCR API comes bundled with:
✓ Day-1 Ready Pre-Trained Bank Statements AI model,
✓ Free 🧰 SDKs to help you launch faster in your preferred programming language and
✓ Easy to use no-code API 🗔 Portal where you can store and edit your documents, fine-tune the ML model and more.

Need help? email support@veryfi.com