SoFi Statement to Excel Converter
Convert SoFi Money and loan statements to categorized Excel.
Convert SoFi Statement Free100% free • No signup required • Files auto-deleted after analysis
SoFi statements cover checking, savings, and personal loans in a fintech layout that does not export to CSV. Upload the PDF, get every transaction extracted and categorized, and download Excel for budgeting.
Built for SoFi checking, savings, and credit-card statements
AI extraction — no retyping transaction tables
Automatic spending categories
Excel, budget-template, and PDF export
Password-protected PDFs supported
Free — files auto-deleted after analysis
How it works
1. Upload
Drop your SoFi statement — PDF, CSV, XLS, or OFX.
2. Extract & categorize
AI reads the layout and assigns budget categories.
3. Export
Download Excel or keep working in the dashboard.
Frequently asked questions
How do I convert a SoFi statement to Excel?
Upload the SoFi PDF, CSV, or OFX on the homepage. AI extracts every transaction, categorizes it, and you download Excel. Password-protected files are supported.
Is the SoFi converter free?
Yes. No signup is required to see your dashboard. Files are deleted after analysis.
Does it work with scanned SoFi PDFs?
If the PDF is a photo or scan, we run OCR on the page images. A CSV/Excel export from your bank is still the most reliable backup.
Ready to try it?
Convert SoFi Statement FreeWorks with your bank
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