ProcessBankStatementConvert SoFi Statements to CSV
Instantly convert your SoFi Bank PDF bank statements to CSV or Excel format. Works with SoFi Checking, SoFi Savings, SoFi Credit Card accounts.
Upload Bank Statement
Drop your file here or click to browse
About SoFi Statements
SoFi provides statements in PDF format. Our converter extracts transaction data including Date, Description, Amount, and Balance.
Popular Account Types
Headquarters
San Francisco, CA
Common Routing Numbers
084106768How to Convert Your SoFi Statement
Sign in to Online Banking
Log in to your SoFi account online.
Navigate to Statements
Find the Statements or Documents section.
Select Your Account
Choose the account you need statements from.
Download PDF
Download your statement as a PDF file.
Upload to Convert
Upload your PDF here for instant conversion.
Export Formats
CSV
Universal format for Excel, Google Sheets, and accounting software
Excel (.xlsx)
Native Excel format with formatted columns and headers
QuickBooks (.qbo)
Direct import into QuickBooks Desktop and Online
OFX (.ofx)
Import into Quicken, Mint, YNAB, and other finance apps
JSON
For developers - structured data format for APIs and scripts
What You Can Do With Your SoFi Data
Personal Budgeting
Track and categorize spending from your SoFi accounts.
Tax Preparation
Organize SoFi transactions for tax filing and deductions.
Bookkeeping
Efficiently process SoFi statements for client accounts.
Expense Reports
Create detailed expense reports from SoFi credit card and checking data.
What SoFi Customers Say
"Finally, a tool that works! I was wrestling with SoFi statements. This converter saved me hours. Perfect exports every time."
Rita Gray
CPA, Partner
"Importing SoFi data directly into QuickBooks used to be a nightmare. This tool makes it simple and accurate. Highly recommend!"
Gordon Griffin
Bookkeeper
"Tried several converters before. This one flawlessly handled my SoFi Bank statements, batch uploading months of data with ease."
Alexis Hughes
Financial Controller
"Dealing with multiple SoFi statements was always time-consuming. This tool provides clean CSVs and Excel files, drastically improving my workflow and data accuracy."
Manuel Hayes
Small Business Owner
Frequently Asked Questions: SoFi Statement Conversion
What SoFi accounts are supported?
We support SoFi checking, savings, credit card, and business accounts.
How do I download my SoFi statement?
Log in to SoFi online banking, go to Statements, select your account, and download as PDF.
Can I convert multiple SoFi statements at once?
Yes, you can upload and convert multiple statements in batch.