How BOFFO Works
From bank statement PDF to professional portfolio report in 4 simple steps. No manual data entry. No copy-paste. Just upload and go.
Upload Your Statement
Upload your bank statement PDF from any of 15+ supported banks. BOFFO works with Interactive Brokers, UBS, Julius Baer, Credit Suisse, Lombard Odier, and many more.
- ✓Drag & drop PDF files
- ✓Supports multiple statements at once
- ✓Works with statements in any language
- ✓Auto-detects bank and statement type
AI Extraction
Our AI agents analyze your document, identifying holdings, transactions, account details, and performance metrics with 99% accuracy. The extraction typically completes in 5-10 seconds.
- ✓Extracts holdings with ISIN, quantity, value
- ✓Captures transactions with dates and amounts
- ✓Identifies account numbers and currencies
- ✓Calculates portfolio metrics automatically
Review & Verify
Review extracted data with confidence scores for each field. Low-confidence fields are highlighted in yellow for quick review and correction. You have full control over the final data.
- ✓Confidence scores for every field
- ✓Side-by-side PDF comparison view
- ✓One-click corrections
- ✓Bulk edit capabilities
Analyze & Export
Get instant portfolio analytics including asset allocation, performance tracking, and currency exposure. Export to Excel, connect to your accounting software, or use our AI advisor for insights.
- ✓Export to Excel with custom formatting
- ✓Portfolio analytics dashboard
- ✓Time-series performance tracking
- ✓AI-powered portfolio insights
Supported Banks
BOFFO works with 15+ major banks and custodians worldwide
Don't see your bank? Contact us - we add new banks regularly.
Security & Privacy First
Your financial data is sensitive. We treat it with the highest security standards.
Bank-Grade Encryption
All data is encrypted with AES-256 encryption at rest and in transit.
No Document Storage
We extract the data and discard the PDF. Your original statements are never stored on our servers.
SOC 2 Compliant
Our infrastructure meets SOC 2 Type II compliance standards for data security.
Private by Default
Your data is never shared, sold, or used for training AI models.
How We Handle Your Data
When you upload a statement, our AI extracts the structured data (holdings, transactions, account numbers). Once extraction is complete, the original PDF is permanently deleted. We never store your raw bank statements.
The extracted data (holdings, transactions) is encrypted and stored securely so you can access your portfolio history anytime. You can delete your data at any time from your account settings.
Why AI Extraction?
10x Faster
What takes hours manually takes seconds with AI. Process entire year of statements in minutes.
99% Accurate
AI doesn't make typos or skip rows. More accurate than manual data entry.
80% Cost Savings
Eliminate back-office data entry costs. One person can process what used to take a team.
Frequently Asked Questions
How accurate is BOFFO's extraction?
BOFFO achieves 99%+ accuracy using AI agents trained on thousands of bank statements. Low-confidence fields are flagged for manual review, giving you full control over the final data.
Which banks does BOFFO support?
BOFFO supports 15+ banks including Interactive Brokers, UBS, Julius Baer, Credit Suisse, Lombard Odier, Goldman Sachs, Morgan Stanley, and more. We add new banks regularly based on customer requests.
Is my data secure?
Yes. BOFFO uses bank-grade encryption (AES-256). We extract data from your documents and never store the raw PDFs after processing. Your data is encrypted both in transit and at rest.
How long does extraction take?
Most statements are processed in 5-10 seconds. Complex statements with hundreds of holdings may take up to 30 seconds. You'll see real-time progress as the AI works.
Can I correct extraction errors?
Absolutely. BOFFO provides a review interface where you can see confidence scores for every field and make corrections with one click. You can also edit data directly in the Excel export.
What formats can I export to?
BOFFO exports to Excel (XLSX) with professional formatting, CSV for data integration, and JSON for API access. You can also view and analyze data directly in the BOFFO dashboard.
Ready to Try BOFFO?
Upload your first statement and see the AI in action. No credit card required.