Archival / audit cluster

Convert OFX to PDF — printable, auditor-ready bank statement

Turn an OFX file back into a clean, printable PDF statement — with your logo, opening/closing balance, and per-page totals for audit and loan submissions.

Step 1

Upload your .ofx file.

Step 2

(Optional) Add your logo, account holder details and statement period cover.

Step 3

Download the PDF — searchable, printable, and archive-ready.

About OFXPDF

OFX is a machine-readable format, but auditors, lenders and regulators still want a paginated PDF. Our converter parses the OFX transaction list, applies a professional statement template (your logo, account holder details, statement period, opening/closing balance, per-page subtotals), and renders a PDF that mirrors a bank-issued statement — searchable text, not a screenshot. Add a digital signature line for auditor sign-off if required.

Sample input & output templates

Download a small working example on both sides so you can match your source file's format before uploading — the #1 cause of failed conversions is a source file with the wrong column order or delimiter.

OFX · Input template
Sample OFX input
OFXHEADER:100
DATA:OFXSGML
VERSION:102

<OFX>
<BANKMSGSRSV1><STMTTRNRS><STMTRS>
<CURDEF>USD</CURDEF>
<BANKACCTFROM><BANKID>0000</BANKID><ACCTID>1234567</ACCTID><ACCTTYPE>CHECKING</ACCTTYPE></BANKACCTFROM>
<BANKTRANLIST>
<DTSTART>20260101</DTSTART><DTEND>20260131</DTEND>
<STMTTRN><TRNTYPE>CREDIT</TRNTYPE><DTPOSTED>20260105</DTPOSTED><TRNAMT>750.00</TRNAMT><FITID>2026010501</FITID><NAME>PAYROLL DEPOSIT</NAME></STMTTRN>
<STMTTRN><TRNTYPE>DEBIT</TRNTYPE><DTPOSTED>20260108</DTPOSTED><TRNAMT>-250.00</TRNAMT><FITID>2026010801</FITID><NAME>RENT ACH</NAME></STMTTRN>
</BANKTRANLIST>
</STMTRS></STMTTRNRS></BANKMSGSRSV1>
</OFX>
PDF · Expected output
PDF layout preview
[This sample shows what the generated PDF will contain]

ACME BANK — STATEMENT OF ACCOUNT
Account: ****1234    Period: 01 Jan – 31 Jan 2026

Date        Description                Debit     Credit    Balance
01-01-2026  Opening balance                                10,000.00
01-05-2026  PAYROLL DEPOSIT                       750.00   10,750.00
01-08-2026  RENT ACH                     250.00            10,500.00

Opening: 10,000.00   Closing: 10,500.00   Net: +500.00

Try it now — mapping wizard

Upload a small OFX sample and walk through column mapping, validation and preview before downloading — everything runs locally in your browser.

Mapping wizard
Preview, map columns, validate, then download.

All parsing runs in your browser. Nothing is uploaded.

Need a different output format?

Every OFX conversion can also be exported directly to CSV, Excel (.xlsx), QuickBooks (.qbo) or OFX from the upload screen.

Why bookkeepers pick BankToBooks

  • Every transaction validated — dates, amounts, running balance reconciled before export.
  • Zero setup: no templates, no bank IDs, no fees — upload OFX, download PDF.
  • OCR handles scanned inputs when the source is a PDF, not just structured files.
  • Free tier: 3 conversions per day, 200 transactions per file. Paid plans: unlimited.

FAQs

Is the output PDF text-searchable?

Yes — every transaction is rendered as real text, not an image, so auditors can Ctrl-F for a specific counter-party or amount.

Can I add a digital signature?

Yes — enable 'auditor sign-off' on export to add a signature line, date field and CA membership number placeholder.

Which page size is used?

A4 by default; toggle to US Letter for North American loan submissions.

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3 conversions/day, up to 200 transactions each.

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