Which SoFi statements can I convert?

SoFi Checking and Savings account statements downloaded from the app or website — any text-based PDF.

Do vault transfers and round-ups convert?

Yes — they're ordinary signed rows that participate in the balance verification like everything else.

Can I get the data into a spreadsheet?

Excel with typed columns, or CSV — plus OFX, QFX and JSON for accounting tools and your own scripts.

Do you keep my statement?

No — the PDF is deleted the moment processing finishes and extracted data expires on your team's retention schedule.

Built for SoFi statements

Convert SoFi statements to CSV, Excel, OFX & QFX

SoFi Checking and Savings statements — app-first, vault-organised, converted accurately in seconds.

✓ No sign-up to try · originals deleted the moment conversion finishes

✓ Digital-native PDFs — row-level balances

PDF

Drop your statements here

or browse files · PDFs up to 20 MB each

.csv.xlsx.ofx.qfx.json

New here?

Drop the PDF

Any SoFi statement — one file or a whole folder.

We extract & balance

Dates, descriptions, amounts and running balance, checked against totals.

Export anywhere

CSV, Excel, OFX or QFX — ready for your accounting tool.

What makes SoFi statements different

SoFi is app-first with no paper legacy: statements are consistent digital PDFs with a running balance, which lets NoRekey verify every row's movement as well as the endpoint totals — a misread digit is caught at the exact row it happens.

SoFi members often split money across checking, savings and vaults, with frequent internal transfers and round-ups. Every leg exports as its own signed row, so internal moves reconcile on both sides instead of collapsing into confusion.

Export SoFi data as

.csv

CSV

Opens anywhere

.xlsx

Excel

Formatted workbook

.ofx

OFX

QuickBooks & Xero

.qfx

QFX

Quicken-ready

.json

JSON

For your own stack

Balanced against the statement

Every conversion is cross-checked against SoFi's opening and closing balances, so a mismatch surfaces before it reaches your books.

Originals deleted immediately

Files are encrypted in transit and at rest, never used for training, and the uploaded PDF is deleted the moment processing finishes.

SoFi conversion — questions

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Guide: importing bank statements into your accounting software

CSV, OFX and QFX — which to use for QuickBooks, Xero and Quicken.