Process
How BOFFO works
From bank statement PDF to professional portfolio report in four steps. No manual data entry. No copy-paste. 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, Lombard Odier, and more.
- Drag & drop PDF files
- Multiple statements at once
- Any language supported
- Auto-detects bank and type
AI extraction
Bank-specific AI agents analyze your document, identifying holdings, transactions, and account details with 95%+ accuracy. Typically completes in 5-10 seconds.
- Holdings with ISIN, quantity, value
- Transactions with dates and amounts
- Account numbers and currencies
- Portfolio metrics calculated automatically
Review & verify
Review extracted data with confidence scores for each field. Low-confidence fields are highlighted for quick review. Full control over the final data.
- Confidence scores for every field
- Side-by-side PDF comparison
- One-click corrections
- Bulk edit capabilities
Analyze & export
Instant portfolio analytics including asset allocation, performance tracking, and currency exposure. Export to Excel or use the AI advisor for insights.
- Export to Excel with custom formatting
- Portfolio analytics dashboard
- Time-series performance tracking
- AI-powered portfolio insights
Supported banks
15+ major banks and custodians worldwide, with new formats learned automatically.
Don't see your bank? Contact us — we add new banks regularly.
Security & privacy
Your financial data is sensitive. We treat it with the highest standards.
AES-256 Encryption
Data encrypted at rest and in transit.
No Document Storage
PDFs deleted after extraction.
Enterprise-Grade Security
Infrastructure built on SOC 2 compliant cloud providers.
Private by Default
Never shared or used for training.
Why AI extraction?
What takes hours manually takes seconds with AI. Process an entire year of statements in minutes.
AI doesn't make typos or skip rows. More accurate than manual data entry.
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 95%+ accuracy using AI agents trained on thousands of bank statements. Low-confidence fields are flagged for manual review.
Which banks does BOFFO support?
BOFFO supports 15+ banks including Interactive Brokers, UBS, Julius Baer, Credit Suisse, Lombard Odier, and more. We add new banks regularly.
Is my data secure?
Yes. BOFFO uses AES-256 encryption. We extract data and never store raw PDFs after processing. Encrypted at rest and in transit.
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.
Can I correct extraction errors?
Absolutely. Review confidence scores for every field and make corrections with one click. You can also edit directly in the Excel export.
What formats can I export to?
Excel (XLSX) with professional formatting, CSV for data integration, and JSON for API access. Or analyze directly in the dashboard.
Ready to try BOFFO?
Upload your first statement and see the AI in action. No credit card required.