BOFFO = Back Office For Financial Organization
Turn Bank Statements Into Portfolio Reports
Forward your bank statement. Get a professional portfolio report in seconds. Family offices spend $500K+ on teams — BOFFO gives you the same power automatically.
Your Portfolio, Unified
See how BOFFO consolidates your wealth across all banks and accounts in one elegant dashboard
Portfolio Overview
Last synced: Dec 21, 2025
Total Portfolio Value
$2,847,392.45
+$89,234.12 this month
Connected Accounts
Asset Allocation
Recent Extractions
See your entire portfolio consolidated in minutes, not months
Start Free TrialYour Bank Sends You Statements. Then What?
See how BOFFO compares to the alternatives
The Old Way
- Download statement
- Open Excel
- Manually copy numbers
- Hope you don't make mistakes
- Give up after 20 minutes
The Family Office Way
- Team of 6-8 analysts
- Professional processing
- Reconciliation & validation
- Institutional reports
- Expensive infrastructure
The BOFFO Way
- Forward statement to BOFFO
- AI extracts everything
- Professional Excel report
- Works with any bank
- Ready in seconds
Who Is BOFFO For?
Built for anyone with a portfolio — from individual investors to family offices
Self-Directed Investors
"I have accounts at two brokers. Every month I'd spend an hour trying to see my full picture. Now I forward two emails and have a complete report in minutes."
Perfect for: Individual investors with 1-5 brokerage accounts who want professional portfolio tracking.
Financial Advisors
"My clients expect institutional-quality reporting. Now I can deliver it — without hiring an analyst or spending my evenings in Excel."
Perfect for: Independent advisors and RIAs who want to serve clients like a family office.
Family Offices
"We went from 8 people in back-office to 2. BOFFO handles the extraction and processing. Our team handles exceptions and client relationships."
Perfect for: Family offices looking to dramatically reduce back-office costs.
How It Works
What used to take a team of analysts now takes 47 seconds
Upload Your Statement
Drag and drop Excel or PDF statements from any of 15+ banks -- Interactive Brokers, UBS, Corner Bank, and more.
AI Extracts Everything
Bank-specific AI agents identify positions, extract values, categorize assets, and validate data with 99.6% accuracy.
Analyze Your Portfolio
Get professional 6-sheet Excel reports, consolidated dashboards, allocation charts, and actionable insights instantly.
Works with the Banks You Already Use
15+ major financial institutions across 3 continents
🇨🇭Swiss Private Banks
🇮🇱Israeli Banks
International
Don't see your bank? BOFFO's AI learns new formats automatically.
View all supported banks and formats →Everything a Back-Office Team Does — Automated
Institutional-grade features for investors of all sizes
High Accuracy
Confidence scores on every data point so you know exactly what to trust
Lightning Fast
Process statements in 30-120 seconds — what used to take hours
Professional Reports
The same 6-sheet Excel reports that family offices produce
Multi-Currency
Handles USD, EUR, GBP, CHF, ILS and 20+ more — automatically converted
Bank-Grade Security
End-to-end encryption with enterprise-grade security for your data
Pattern Learning
AI learns your bank's format — future statements process instantly
Enterprise-Grade Security
Your financial data is protected with institutional-level safeguards
SOC 2 Ready
Controls aligned with SOC 2 Type II standards
AES-256 Encryption
Data encrypted at rest and in transit
EU/US Data Residency
Choose where your data is stored
GDPR Compliant
Full data privacy and portability rights
Trusted by Financial Professionals
How BOFFO helps portfolio managers save time and reduce errors
"We cut our back-office processing time by 80%. What took a team of three analysts now happens automatically in under two minutes."
"The multi-currency handling is exceptional. CHF, EUR, USD, ILS - BOFFO consolidates everything correctly with real-time FX rates."
"Pattern learning is the killer feature. After processing three UBS statements, the fourth one was extracted in 12 seconds flat."
"Finally replaced our $200K back-office outsourcing contract. BOFFO delivers the same Excel reports our clients expect, automatically."
Testimonials represent experiences of beta users. Names are representative. Results may vary based on document complexity and bank format.
Growing Platform
Join investors and advisors already using BOFFO
Statistics updated in real-time from platform usage. Accuracy rate based on validated extractions.
Ready for Your Own Back Office?
Whether you're managing $100,000 or $100 million, BOFFO gives you the same institutional-grade tools. Start free and see what having a back office feels like.