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Custom solutions for large family offices and institutions

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Get help with your BOFFO account or technical issues

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Frequently Asked Questions

How quickly can I get started with BOFFO?

You can start extracting bank statements within minutes of signing up. No lengthy implementation required.

Do you offer a free trial?

Yes! We offer a free trial so you can test BOFFO with your actual bank statements before committing.

What banks do you support?

We support 15+ major banks including Interactive Brokers, UBS, Julius Baer, Credit Suisse, and more. See our full list on the Banks page.

Is my data secure?

Absolutely. We use bank-grade encryption and never store your raw financial documents after processing.