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pdf2ofx Convert+


Convert PDF to OFX – works with all types of bank and PDF statements

Get the power of the only .pdf file converter with OCR technology specialized for recognizing bank statements.

  • Easily convert paper or downloaded PDF Statements into OFX format necessary for import into personal finance and accounting software.
  • Extract transactions from bank, credit card, and brokerage statements to quickly bring your financial records up to date.
  • Save time with automatic balance reconciliation and cleanup of transaction payee names.
  • pdf2ofx Convert+ includes a one year PDF+ license (scanned image conversions) to handle all of your PDF document conversion needs.
  • Import PDF Statement transactions into applications such as Xero, MoneyDance, Kashoo, Zoho, YNAB, and AceMoney.
  • pdf2ofx Convert may be purchased as:
    • PDF+ – Lifetime license with 1 year of PDF+ (Currently Windows only)
    • Standard – Lifetime license, without PDF+
    • Express – 50-day Express License, including PDF+ (Currently Windows only)
    • See Compare PDF Convert Editions for details

Main Interface

PDF2OFX screenshot

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PDF2OFX Settings

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Mac Version

PDF2OFX screenshot Mac

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PDF Before/After

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Product Description

pdf2ofx Convert+ combines a lifetime pdf2ofx license with a one year PDF+ license so that you can easily convert image-based .pdfs and low-quality searchable .pdfs as well as text-based .pdfs into the .ofx format necessary for import into personal finance and accounting software. The one year PDF+ license enlists the power of MoneyThumb’s PinPoint OCR (optical character recognition) technology that seamlessly integrates with our standard, text-based pdf2ofx Convert product. PDF+ is automatically invoked whenever pdf2ofx Convert encounters a scanned document or image-based .pdf. It can also be used to transform searchable .pdf documents created by other OCR software into the .ofx format for import into applications such as Xero, MoneyDance, Kashoo, Zoho, YNAB, and AceMoney. PinPoint OCR is specifically designed to work with bank statements and will attempt to correct the text recognition based on its context in the statement. And it that still doesn’t work, the converter shows you exactly what text needs to be manually corrected.

Purchase the power of the only .pdf file converter with OCR technology specialized for recognizing bank statements, and transform image-based .pdfs and low-quality searchable .pdfs as well as text-based .pdfs into the .ofx format for import into a wide variety of finance software.

Purchase the power of the only .pdf file converter with OCR technology specialized for recognizing bank statements.

  • License Length: Lifetime pdf2ofx Convert license plus one year PDF+ license (MoneyThumb’s PinPoint OCR technology)
  • PinPoint OCR: MoneyThumb’s sophisticated OCR technology that checks its own work to ensure critical characters are converted.
  • Easy Interface: Simple-to-use and user-friendly platform.
  • One-Step Conversions: Instantly converts with the click of a button.
  • Efficient: Automatically checks formats, bypasses non-relevant errors and yields maximum data.
  • Automatically verify that all transactions were found with reconciliation against balances or totals.
  • Use Payee Cleanup to remove extra text from transaction descriptions and create meaningful payee names.
  • Worldwide Functionality: Delivers your choice of currency, as well as both U.S. and European date formats.
  • Advanced Security: Runs on the desktop without requiring direct access to your financial accounts.

PinPoint OCR

MoneyThumb’s PDF+ with PinPoint OCR is a must-have even if you already have other OCR software. The reason is that PinPoint OCR is specifically optimized for reading bank and credit card statements, and utilizes the expected content of the document to correct errors. No OCR process is perfect, and even the best OCR processing will occasionally get fooled by dirt or dust and transpose lookalike characters such as 1-l, 5-S, or a-g. And if the original document or scan is of poor quality, the numbers of errors goes up dramatically.

MoneyThumb’s core OCR processor is from a company that specializes in OCR and ranks with the best in terms of quality. In addition we improve results by doing a second pass with PinPoint technology. PinPoint leverages the fact that bank and credit card statements are composed of columns with dates and currency values. Therefore the converter can identify text which is in column of dates or amounts, but does not fit that format. Something simple such as an S instead of a 5 would otherwise make such a transaction unrecognizable. Or a date with a month such as Aua rather than Aug.

PinPoint Recognition

PinPoint OCR does a second recognition pass on just the text that didn’t appear to be correct, and constrains the OCR engine to only return text strings that match the expected format. By doing this, PinPoint enables the converter to correctly process many transactions that otherwise would require manual correction. The result is 100% accuracy on many documents that had frequent errors before PinPoint processing. And even if a text snippet is completely illegible, the line containing that text will be automatically flagged as a possible transaction. This highlighting capability significantly speeds workflow when processing less than perfect PDF scans, and saves you the time of otherwise hunting through a long statement for a missing transaction.

Payee Cleanup

MoneyThumb’s Payee Cleanup provides an automated way to remove extraneous text from the payee descriptions that are often found in bank and credit statements, and convert them into meaningful payee names. For example you would probably want ‘Staples’ rather than something like “Checkcard payment on 01/12 to Staples #123”. A meaningful name makes it possible to total up amounts spent at any one store, and then also categorize transactions so that your spending records are more accurate.

Payee cleanup can automatically remove phone numbers, amounts, dates, state name abbreviations, and store numbers from payee names. You can replace punctuation by spaces, and compress extra spaces. You can also specify phrases to remove such as “Checkcard payment”, “POS charge”, or “PayPal”. And you can use wildcard patterns to remove all words starting or ending with a certain prefix/suffix. Finally you can adjust the payee name to be upper case, lower case, or title case. Each cleanup option is individually selectable.

You can test which options and phrases to use interactively. The cleanup options are shown in one window, and the preview list of transactions are in a window next to it. As you click an option or type a phrase, all the payee names will instantly reflect your options. You can see exactly how your choices modify the names.

Payee Cleanup Simulation

When you accept the options and import the transactions, the payee name will be the cleaned up text. The original full descriptive text can also be duplicated into the memo field.

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