Upload your SoFi Bank PDF statement and download a clean CSV or Excel file instantly. No account needed. Your data is never stored.
SoFi Bank is the banking subsidiary of SoFi Technologies, a fintech company that started as a student loan refinancer and has evolved into a comprehensive personal finance platform. SoFi members earn higher APYs with direct deposit and pay no account fees.
Account types: SoFi Checking and Savings (combined), SoFi Money, SoFi Invest Cash Management
We handle every PDF format that SoFi Bank generates:
Download your statement from SoFi Bank, then convert it here in seconds.
Log in at sofi.com or the SoFi app
Navigate to your SoFi Checking and Savings account
Tap the account name and scroll to 'Documents'
Get a clean spreadsheet ready for Excel, Google Sheets, QuickBooks, or your accountant.
Common reasons people convert their SoFi Bank statements:
Built for accuracy, speed, and privacy.
Your SoFi Bank statement is processed and deleted immediately. Never stored.
Most SoFi Bank statements convert in under 10 seconds, even multi-page ones.
Every date, description, debit, credit, and balance is captured correctly.
Download as .csv or .xlsx — works with every major spreadsheet and accounting app.
Convert your first statement free. No account, no credit card needed.
Use on desktop, tablet, or mobile. No software to install.
Common questions from SoFi Bank customers.
Log in to SoFi Bank online banking → go to "Statements" or "Documents" → select the date range → download as PDF. Then upload that PDF here to convert it.
Yes. Our tool works with all SoFi Bank account types — personal checking, savings, and business accounts.
The output includes: Date, Description, Debit, Credit, and Balance — exactly what you need for accounting or tax purposes.
Yes. Your file is sent over an encrypted (HTTPS) connection, processed immediately, and deleted from our servers. We never store or share your financial data.
Yes. Our paid plans support multi-page and multi-month statements. The free plan works great for single-page statements.
Drop your PDF below — free, instant, and private.
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