PDF to OFX Converter
Turn any PDF bank statement into an OFX file that Xero, Sage, FreeAgent, and most accounting platforms import natively. Works with 1,000+ banks, including scanned statements via built-in OCR. Your PDF is parsed 100% in your browser and never uploaded.
Free preview, no sign-up · OFX export included in the one-time statement unlock
How to convert a PDF statement to OFX
Drop your PDF bank statement onto PivotBank, parsing starts instantly in your browser
Review every extracted transaction against the running balance in the preview grid
Unlock the statement (one-time payment, no subscription) to enable accounting exports
Download the .ofx file and import it in Xero under Accounting, then Bank accounts, then Import a statement
Built for a clean accounting import
- Standard OFX 1.02 SGML, the dialect banks actually emit and accounting tools expect
- Unambiguous YYYYMMDD dates, no US/UK date confusion on import
- Signed amounts: money out negative, money in positive, mapped from your statement automatically
- Stable FITIDs so re-importing the same file never duplicates transactions
- Closing ledger balance included for reconciliation checks
- Scanned or photographed statements handled by in-browser OCR
- Also exports Excel, CSV, QBO for QuickBooks, QIF, and JSON from the same statement
Why OFX beats CSV for statement imports
CSV imports need column mapping, date-format guessing, and sign conventions that differ by bank. OFX carries all of that structure in the file itself: typed transactions, ISO dates, signed amounts, and duplicate-safe IDs, so Xero and Sage ingest it with zero configuration.
PivotBank generates the OFX from the PDF statement itself, so it works when the bank feed is broken, the account is closed, history predates the feed, or the statement is a scan a client emailed you.
PDF to OFX questions
Which accounting tools accept the OFX file?
Xero, Sage, FreeAgent, KashFlow, Wave, GnuCash, and most platforms with a bank-statement import feature. QuickBooks prefers its QBO variant, which PivotBank also exports from the same statement.
Is my bank statement uploaded to your servers?
No. The PDF is parsed entirely in your browser, including OCR for scanned pages. The OFX file is generated locally on your device. Only statements you explicitly unlock and save to an account are stored, and only as extracted transaction data, never the PDF.
How much does it cost?
Previewing and Excel/CSV export are free (up to 10 pages per day). OFX export is part of the one-time statement unlock, around $2.99 per statement with no subscription. High volumes are covered by the Pro plan and batch converter.
Can I import years of old statements this way?
Yes. Banks typically limit their own exports to the last 90 days to 18 months, but a PDF statement from any year converts to OFX the same way, which is exactly how accountants backfill history in Xero.