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Convert a SoFi statement to QuickBooks

Turn a SoFi statement PDF into a clean, reconciliation-ready QuickBooks-ready file in under a minute — no template setup, including many bank formats that template-based tools struggle with.

🔒 Privacy-first: No bank login. We don’t keep your statements. Read, convert, done. How we handle data → ✓ See the accuracy benchmark →
Drop in your SoFi PDF — get QuickBooks back, reconciliation-ready.
Convert a statement free →
3 free / month · no card · no bank login
Bigger statement? $9 buys 50 pages one-time — no subscription, credits never expire. Get a pack →

How to convert your SoFi statement

  1. Upload the PDF. Drag your SoFi statement into BankTidy. One file or a batch.
  2. We extract & reconcile. Every transaction is pulled and signed correctly, then checked against the statement's opening and closing balances.
  3. Download QuickBooks. Get a QuickBooks-ready file that's ready for your books.

Why BankTidy handles SoFi statements that other tools miss

SoFi is a digital-first financial company whose banking is provided through SoFi Bank, offering online checking and savings alongside lending and investing products with no traditional branch network. For bookkeepers, SoFi statements typically center on interest-bearing deposits, transfers, and card or debit activity presented in the company's own app-driven format. BankTidy reads the SoFi statement PDF as generated rather than relying on a fixed template, and it reconciles the transactions it extracts to the printed closing balance, so the CSV, Excel, QuickBooks, or Xero file you produce is balanced and ready to reconcile against the account.

No template setup. Nothing to configure for SoFi — upload and go.
Reconciled output. The QuickBooks file ties to the statement's own balances, or the rows are flagged.
Reads scans & photos. Works on imaged statements, not just clean digital PDFs.
Categorized for the books. Pro adds income/expense coding and a cash-flow summary.

Related: Why QuickBooks won't import your PDF · Credit-union statements · Credit-card statements · BankTidy vs DocuClipper · How-to guide

Also: SoFi → Excel SoFi → CSV SoFi → Xero SoFi → Google Sheets

Frequently asked questions

Is it safe to convert my SoFi statement?

Yes. You upload a statement you already have — there's no SoFi login and no account linking. Files are processed only to produce your QuickBooks-ready file and are not used to train anything; data is encrypted in transit and at rest.

Does this work if my SoFi statement is scanned or a photo?

Yes. BankTidy reads the page directly rather than relying on a pre-built template, so scans and phone photos work — exactly where template-based converters tend to fail.

Will the QuickBooks output balance?

Every conversion checks the opening balance plus all transactions against the printed closing balance. If it ties out you get a reconciled confirmation; if not, the likely rows are flagged.

How many SoFi statements can I convert?

Three per month free, no card. Just have one big job? A one-time $9 pack covers 50 pages with no subscription, and credits never expire. Monthly plans start at $15 for regular volume.

Do I have to subscribe?

No. If you only need one statement converted, the $9 pack is a one-time purchase — nothing renews, nothing recurs. Plans exist for people converting statements every month.

Don't see your bank? Request it.

Tell us which bank or credit union you need and we'll add it. We read any layout — this just helps us prioritize.

Ready to convert your SoFi statement?
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