# OFXConverter > Online financial document converter: converts OFX, QFX, and QBO bank statement files to Excel or CSV, and PDF bank statements to Excel, CSV, or OFX. Offers a web interface and a REST API. Available in English, Portuguese, Spanish, and French. ## Project - **Name:** OFXConverter (ofxconverter.com) - **Overview:** OFXConverter is a hosted web service that converts financial documents. It parses OFX/QFX/QBO bank statement files and PDF bank statements, extracts the transactions, and outputs them as Excel (XLSX), CSV, OFX (for PDF input), or JSON (via the API). Conversion happens online; no software installation is required. - **Primary purpose:** Let users turn bank statement files into spreadsheet-friendly or machine-readable formats. - **Target users:** Individuals managing personal finances, accountants/bookkeepers processing client statements, and developers integrating statement conversion into accounting software via the REST API. ## Features - Convert OFX, QFX, and QBO files to Excel (XLSX) or CSV via the website, or to CSV/Excel/JSON via the API. - Convert PDF bank statements to Excel, CSV, or OFX. - Handles bank statements, credit card statements, and investment transactions (units, price, commission, security name, ticker) in OFX input. - PDF parsing uses dedicated parsers for many banks in Brazil, France, Canada, Australia, South Africa, and Argentina, plus an AI-based fallback (OCR + language model) for statements from other banks. - Multi-language interface: English (default), Portuguese, Spanish, French — localized pages under /pt/, /es/, /fr/ path prefixes. - User accounts with conversion history (last 30 days), API key management, and Stripe-powered subscription billing. - Privacy by design: uploaded files and generated files are automatically deleted from the servers after about 30 minutes. ### Limitations - Maximum upload size: 1 MB for free/anonymous users, 10 MB for paid plans. - Daily free limits: unregistered users can convert 1 OFX file and 1 PDF page per 24 hours; registered free users can convert 5 OFX files and 5 PDF pages per 24 hours. - The REST API is available only to paid (premium) accounts. - OFX output columns are transaction-level; multiple accounts in one OFX file are flattened into a single transaction list. ## Products / Tools ### OFX/QFX/QBO Converter (https://www.ofxconverter.com/) - Upload an .ofx, .qfx, or .qbo file and download the transactions as Excel or CSV. - Output columns: Date, Type, Value, Description, ID, CheckNum. For investment transactions, additional Price, Units, and Commission columns. - The Excel output also includes a header block with currency, statement period (initial/final date), bank code, bank name, and account number. ### PDF Bank Statement Converter (https://www.ofxconverter.com/pdfconverter) - Upload a PDF bank statement and download the transactions as Excel, CSV, or OFX. - Text-based PDFs from supported banks are parsed with dedicated parsers; other statements are processed with OCR and AI extraction. - Output columns: Date, Type, Value, Description. The OFX output is a standard OFX file usable in accounting software. - Usage is counted in PDF pages. ### REST API (https://www.ofxconverter.com/api) - Programmatic conversion of OFX/QFX/QBO and PDF files. See the API section below. ### Account Dashboard and Profile - Dashboard (login required): conversion history for the last 30 days, totals of converted OFX files and PDF pages, current plan. - Profile (login required): generate/regenerate the API key, edit organization/tax ID/name, change password, and manage billing through the Stripe billing portal. ## User Workflows 1. **Convert an OFX/QFX/QBO file:** open the home page, upload the file, choose Excel or CSV, download the result. No account required for 1 conversion per day. 2. **Convert a PDF bank statement:** open /pdfconverter, upload the PDF, review the extracted transactions, download as Excel, CSV, or OFX. 3. **Create an account:** register with email and password (email confirmation required) or sign in with Google. Registered free users get higher daily limits. 4. **Subscribe to a paid plan:** open /about/pricing, choose a plan, pay via Stripe checkout. Manage or cancel the subscription later via the billing portal in the profile page. 5. **Use the API:** subscribe to a paid plan, generate an API key on the profile page, and call the /api/v1 endpoints with the key in the Authorization header. 6. **Get support:** use the contact form at /about/contact or email help@ofxconverter.com. Paid users can attach a problem file to the contact form and receive priority support. ## Authentication - **Web:** email and password (minimum 8 characters; email confirmation required before sign-in) or Google sign-in. Password reset by email is available. - **API:** per-user API key sent in the `Authorization` HTTP header. Keys are generated on the profile page and require an active paid plan. ## Pricing Plans are billed via Stripe (monthly or annual). All paid plans include 10 MB uploads, API access, and priority support. See https://www.ofxconverter.com/about/pricing for current prices. - **Free (anonymous):** 1 OFX file and 1 PDF page per 24 hours; 1 MB upload limit; no API access. - **Free (registered):** 5 OFX files and 5 PDF pages per 24 hours; 1 MB upload limit; no API access. - **Start:** 500 OFX conversions and 500 PDF page conversions per month. For individuals. - **Pro:** 1,500 OFX conversions and 1,500 PDF page conversions per month. For growing teams. - **Enterprise:** 5,000 OFX conversions and 5,000 PDF page conversions per month. For larger companies. Refunds: 14-day refund request window per the Terms of Service. ## API - **Documentation:** https://www.ofxconverter.com/api (on-site REST API reference with endpoints, authentication, request/response examples, and error codes). - **Base URL:** https://www.ofxconverter.com/api/v1 - **Authentication:** API key in the `Authorization` header (paid accounts only). - **File limits:** ~10 MB per file. OFX endpoints accept .ofx, .qfx, .qbo; the PDF endpoint accepts .pdf. - **Output parameter:** `output` = `csv`, `excel`, or omitted/other for structured JSON. ### Endpoints - **POST /api/v1/conversion** — multipart form with `file` (OFX/QFX/QBO) and `output`. Converts in one call. - **POST /api/v1/upload** — multipart form with `file`. Uploads a file for later conversion; returns a `fileID`. - **GET /api/v1/download** — query params `fileID` and `output`. Converts a previously uploaded file. - **POST /api/v1/pdf/conversion** — multipart form with `file` (PDF) and `output`. Converts a PDF bank statement. ### Responses Success: JSON `{ "error": false, "message": "SUCCESS", "fileID": "", "extension": "...", "filename": "...", "convertedFile": ... }` where `convertedFile` is a Base64-encoded file for `csv`/`excel` output, or a structured transactions object for JSON output (header with bank name, currency, statement period, and a list of transactions with date, type, value, description, id). Error codes (JSON `{ "error": true, "message": "" }`): `NO_API_KEY`, `UNAUTHORISED`, `NO_FILE_ID`, `FILE_NOT_UPLOADED`, `FILE_NOT_SUPPORTED`, `FILE_TOO_BIG`, `FILE_NOT_FOUND`, `BAD_FILE_FORMAT`, `SERVER_ERROR`. ## Documentation - API reference: https://www.ofxconverter.com/api - About page: https://www.ofxconverter.com/about - Terms of service: https://www.ofxconverter.com/about/terms (last updated 2024-12-27; governing law: Brazil) - Privacy policy: https://www.ofxconverter.com/about/privacy (GDPR, CCPA, and CalOPPA provisions; 30-minute file retention) ## Configuration OFXConverter is a hosted service (SaaS). There is no self-hosted or downloadable version; the only integration surface is the REST API described above. ## FAQ **What is OFX?** OFX (Open Financial Exchange) is a file format used to store financial information, widely used by banks. It supports bank statements, credit card bills, investments, and taxes. It was created by Microsoft, Intuit, and CheckFree in 1997. **How do I convert an OFX, QFX, or QBO file to Excel or CSV?** Upload the file on https://www.ofxconverter.com/, choose Excel or CSV, and download the converted file. **How do I convert a PDF bank statement?** Upload the PDF on https://www.ofxconverter.com/pdfconverter and download the transactions as Excel, CSV, or OFX. **What are the free usage limits?** Unregistered users can convert up to 1 OFX file and 1 PDF page every 24 hours. Registered users can convert up to 5 OFX files and 5 PDF pages every 24 hours. Paid plans raise these limits (see Pricing). **What happens to my uploaded files?** For privacy reasons, uploaded files and files generated by the site are deleted from the servers after about 30 minutes. **Do I need an account?** No account is needed for the free anonymous quota. An account raises the free limits; a paid plan is required for the API and larger uploads. ## Contact - Contact form: https://www.ofxconverter.com/about/contact - Support email: help@ofxconverter.com ## Public URLs - Home (OFX/QFX/QBO converter): https://www.ofxconverter.com/ - PDF converter: https://www.ofxconverter.com/pdfconverter - Pricing: https://www.ofxconverter.com/about/pricing - About: https://www.ofxconverter.com/about - Contact: https://www.ofxconverter.com/about/contact - Terms: https://www.ofxconverter.com/about/terms - Privacy: https://www.ofxconverter.com/about/privacy - API docs: https://www.ofxconverter.com/api - Localized versions: https://www.ofxconverter.com/pt/ , /es/ , /fr/