BOFFO = Back Office For Family Office
Transform PDFs into Actionable Data
Extract portfolio data from bank statements with 99.6% accuracy. Save 20+ hours monthly and eliminate manual data entry errors.
How It Works
From PDF to professional Excel reports in three simple steps
Upload PDF
Drag and drop your bank statement PDF. We support 15+ major banks including Corner Bank, Interactive Brokers, UBP, and more.
AI Extracts Data
Our AI analyzes your statement in 30-120 seconds, extracting bonds, equities, structured products, and cash positions.
Get Excel Reports
Download professional 6-sheet Excel reports with summary, holdings breakdown, validation metrics, and confidence scores.
Works with 15+ Major Banks
Supporting statements from leading financial institutions worldwide
Everything You Need
Powerful features designed for family offices and wealth managers
99.6% Accuracy
Industry-leading extraction accuracy with confidence scores for every field
Lightning Fast
Process statements in 30-120 seconds, not hours
Excel Reports
Professional 6-sheet reports ready for analysis
Multi-Currency
Support for USD, EUR, GBP, CHF, JPY and more
Bank-Grade Security
SOC 2 compliant with end-to-end encryption
Team Collaboration
Share portfolios and reports with your team
Ready to Transform Your Portfolio Management?
Join 150+ family offices saving 20+ hours per month with BOFFO