Extract UBS Statements Automatically
Extract portfolio data from UBS bank statements automatically. Convert PDF to Excel reports. Trusted by family offices.
UBS
Fully Supported
What BOFFO Extracts from UBS
Portfolio statements
Automatically extracted and formatted for your portfolio
Account statements
Automatically extracted and formatted for your portfolio
Tax documents
Automatically extracted and formatted for your portfolio
How It Works
Upload Statement
Upload your UBS statement in PDF format
AI Extraction
Our AI automatically detects the format and extracts all data in seconds
Get Reports
Download Excel reports or view consolidated portfolio analytics
Frequently Asked Questions
How do I extract data from UBS statements?▼
Simply upload your UBS PDF or Excel statement to BOFFO. Our AI automatically detects the bank format and extracts all portfolio holdings, transactions, and account information in seconds.
What formats does BOFFO support for UBS?▼
BOFFO supports PDF formats from UBS. Our system automatically recognizes the document type and applies the appropriate extraction logic.
Is UBS statement extraction secure?▼
Yes, all documents are processed with enterprise-grade security. Files are encrypted in transit and at rest, and are automatically deleted after processing. We never store your sensitive financial data.
How accurate is the extraction?▼
Our AI achieves 95%+ accuracy on supported bank formats. Each extraction includes a confidence score, and you can review and correct any discrepancies before exporting.
What this gives you
Built for the specific shape of UBS statements
Designed to clear the monthly UBS-statement backlog that bottlenecks Swiss family offices.
Multi-currency UBS portfolios — CHF, EUR, USD — extracted with currency normalization preserved.
Built for high-volume UBS statement workflows. Pattern reuse cuts per-statement processing to seconds.
Ready to Extract Your UBS Statements?
Start your free trial today. No credit card required.