StatementForge
Convert a statement
PDF to OFX converter

Convert bank statement PDFs to OFX

Create an OFX file from locally extracted and reviewed bank statement transactions for compatible finance software.

Preview my OFX fileUse the safe sample
No account to preview Statement contents stay local Review before export
monthly-statement.pdf4 rows shown
Money in$7,230.74Money out$2,061.38
01/03Payroll deposit+4,820.0001/07Office rent-1,850.0001/09Stripe payout+2,410.7401/21Insurance-211.38
Ready to export.ofx
Local conversionNo statement uploadEditable reviewCorrect rows before exportScanned-page fallbackLocal OCR on the first 8 pages
Built around a visible result

The OFX fields that are generated

StatementForge does not hide extraction behind a black box. The transaction table, warnings, totals, and destination format stay visible so you can decide whether the result is usable.

  • Posting dates, signed amounts, transaction types, names, and stable IDs
  • A bank statement account block with a generated ID when the PDF does not provide one
  • A date range and ledger balance derived from the reviewed data
  • OFX 1.02 SGML output for applications that accept that interchange format
A review-first workflow

From source document to a file you can inspect.

  1. 01

    Choose

    Select a statement PDF or use the safe sample.

  2. 02

    Extract

    Read its text layer or run limited local OCR.

  3. 03

    Review

    Check and correct the transaction table.

  4. 04

    Export

    Generate OFX from the reviewed rows.

Honest operating limits

Financial files still deserve a human check.

  • QBO, OFX, and QIF exports are generated from the rows you review in StatementForge.
  • Accounting programs can be strict about dates, account identifiers, and opening balances, so review the import preview before posting.
  • If the PDF does not expose an account ID, StatementForge uses a generated ID in the export file.
Where this workflow fits

Use the converter for a defined job.

Personal finance apps

Use OFX when your app supports importing Open Financial Exchange files.

Bank download replacement

Create an OFX-style file from PDFs when your bank does not offer the format.

Data migration

Move reviewed historical rows into a finance tool.

Practical questions

OFX conversion questions

What is OFX?

OFX is Open Financial Exchange, a structured transaction format used by some finance tools.

Can I use OFX with QuickBooks?

Some accounting workflows prefer QBO for QuickBooks. Use the format your software accepts.

Does OFX export include account metadata?

StatementForge includes generated account metadata when the source PDF does not expose it.

Can I export CSV too?

Yes. CSV remains available for spreadsheet review.

Continue the workflow

Related statement tools and guides

Convert bank statement PDFs to QBOExtract and review bank statement transactions locally, then create a QBO Web Connect file for a QuickBooks import workflow.Convert bank statement PDFs to QIFReview extracted bank statement transactions in your browser, then create a legacy QIF bank file for a compatible finance application.Convert bank statement PDFs to CSVConvert a bank statement PDF to clean CSV rows in your browser. Review dates, descriptions, withdrawals, deposits, amounts, and balances before download.
Start with visible proof

Review statement rows and export OFX.

Choose a statement, inspect the extracted rows, and decide what to export.

Open the converter See free and paid options