OFX is the standard bank download format that most personal-finance and accounting apps import, with a unique ID per transaction so re-imports don’t create duplicates. If your bank only gives you PDFs, convert them here.
Drop a PDF statement and our AI reads every transaction: date, description and amount, with withdrawals as negative numbers. Then we double-check the result against the opening and closing balances printed on the statement, so you know it’s complete before you import it.
How to use it
- Drop your PDF statement above.
- Pick Credit card as account type if it is a card statement (we usually detect it).
- Download the .ofx file and import it into your app.
Questions
Is it free?
Yes for files with up to 20 transactions, plus 2 free PDF statements a day. For bigger files you can buy a pack of 10 conversions or go unlimited — see pricing.
Which PDF statements work?
Bank and credit card statements from most US banks, card issuers and credit unions, including clear scans. Password-protected PDFs need to be unlocked first. Statements that cover several accounts are split so you can pick the account.
How do I know the transactions are right?
After reading the PDF we check that the transactions add up from the opening to the closing balance printed on the statement, and tell you if they don’t. Always review the preview before importing.
Is my bank data uploaded anywhere?
CSV, Excel, QIF, OFX, QFX and QBO files are converted entirely in your browser and never leave your computer. PDFs have to be read on our server: we send the PDF to our AI provider, Anthropic, to pull out the transactions, return them to you and keep nothing — not the PDF, not the transactions.
Does Quicken import OFX?
Quicken for Windows expects QFX (Web Connect) files rather than plain OFX. For QuickBooks Desktop use our PDF to QBO converter.