What PDF to OFX conversion does
- Reads bank statement PDFs from any bank — digital text or scanned images.
- Extracts every transaction: date, payee/description, amount, and balance.
- Outputs an OFX file formatted for Quicken, Sage, MYOB, and other OFX-compatible software.
- Handles multi-page statements and bulk PDF uploads in a single session.
- Works without per-bank templates — any bank format accepted.
- Alternative export formats also available: QBO for QuickBooks, CSV, and Excel.
How PDF to OFX conversion works
Three steps — from PDF to OFX file ready for import.
→
Upload your PDF
Upload a bank statement PDF — scanned or digital. Single files or bulk uploads supported.
→
Extract transactions
OCR reads every transaction — date, payee, amount, and balance — from any bank layout automatically.
Download OFX & import
Download the OFX file and import it into Quicken, Sage, MYOB, or any software that accepts OFX format.
Why DocuClipper for PDF to OFX conversion
Accurate OFX output from any bank statement — no manual work.
Converts in seconds
Upload a bank statement PDF and get a valid OFX file in seconds — no manual formatting or reformatting.
Any bank, no templates
Standardized OFX output from thousands of bank statement layouts without per-bank configuration.
Scanned PDF support
Full OCR for scanned, photographed, or low-quality bank statement PDFs — not just native digital files.
Valid OFX format
OFX output conforms to the Open Financial Exchange specification — imports cleanly into Quicken, Sage, and MYOB.
Multi-currency support
Handles bank statements in USD, EUR, GBP, AUD, CAD, and other currencies — preserving original amounts.
Secure conversion
AES-256 encryption and SOC 2 compliance. Bank statement data is processed securely and not retained.
Who converts PDFs to OFX
Quicken users
- Import bank transactions from banks without direct Quicken feed support.
- Convert historical bank statement PDFs into Quicken for back-period entry.
- Process statements from multiple accounts in a single batch.
Sage & MYOB users
- Import transactions directly into Sage or MYOB via OFX file import.
- Convert statements from banks without native Sage or MYOB integration.
- Process statements for multiple business accounts or entities.
International users
- Convert bank statements from international banks — including Portuguese, Spanish, and European banks.
- Handle multi-currency statements with correct OFX formatting.
- Process OFX conversions online without installing desktop software.
Related bank statement conversion tools
Bank statement to QBO
Convert bank statement PDFs to QBO format for QuickBooks import.
Learn moreBank statement to Quicken
Import bank statement data directly into Quicken.
Learn moreBank statement to Excel
Convert bank statement PDFs to Excel spreadsheets.
Learn moreBank statement to CSV
Extract bank transactions into clean CSV format.
Learn moreCSV to QBO converter
Convert existing CSV files to QBO format for QuickBooks.
Learn moreBank statement converter
Full hub for bank statement conversion — all output formats.
Learn morePDF to OFX FAQs
An OFX (Open Financial Exchange) file is a standard format for financial transaction data. It is used to import bank transactions into accounting and personal finance software such as Quicken, Sage, MYOB, Microsoft Money, and other OFX-compatible applications.
Upload your bank statement PDF to DocuClipper. The system extracts every transaction and formats it as an OFX file. Download the file and import it into Quicken, Sage, MYOB, or your OFX-compatible software using the standard import flow.
Yes. DocuClipper uses OCR to extract transactions from scanned PDFs, images (JPG, PNG, TIFF), and photographed paper statements — not just native digital PDFs.
OFX files can be imported into Quicken (all versions), Sage (Sage 50, Sage Business Cloud), MYOB, Microsoft Money, KMyMoney, GnuCash, and many other personal finance and accounting applications that support the Open Financial Exchange standard.
DocuClipper supports thousands of bank statement formats without per-bank templates — including major US banks (Chase, Bank of America, Wells Fargo), international banks, and regional institutions.
Yes. Bulk uploads let you convert multiple bank statement PDFs in a single session. Download individual OFX files for each statement.
In addition to OFX, DocuClipper exports to QBO (for QuickBooks), Excel (.xlsx), CSV, and Google Sheets. Direct QuickBooks Online and Xero integration is also available.
DocuClipper offers a 14-day free trial. During the trial, you can convert bank statements and verify accuracy. Paid plans start from $29/month and include higher page volumes and priority support.