OFX (Open Financial Exchange) is a standard file format for exchanging financial data between financial institutions and accounting software.
It allows you to export transaction data from amnis and import it directly into your accounting system.
This helps reduce manual work when reconciling transactions and ensures that financial data stays consistent across systems.
Why would I use OFX with amnis?
OFX export makes it easier to move your transaction data from amnis into accounting tools that support the format.
Instead of manually entering transaction details, you can simply export a bank statement file and import it into your accounting software. This helps streamline bookkeeping and reconciliation workflows.
Which accounting systems support OFX?
Many accounting platforms support OFX (Open Financial Exchange) as a format for importing bank statements.
If your accounting system accepts OFX files, you can export your transactions in this format and import them directly into your accounting software.
How can I export an OFX file from amnis?
You can export your transaction data in OFX format directly from the amnis WebApp. This allows you to import your transactions into accounting software that supports OFX.
Step-by-step
Log in to the amnis WebApp
In the left navigation menu, click Tools
Select Statements
Under Exports, choose Standard export
In Type, select OFX
Choose the account you want to export
Select a date range (specific day or month)
Click Download statement
Your OFX file will then be downloaded. You can upload it to your accounting system.
If your accounting system supports OFX bank statement imports, you can upload the downloaded file to reconcile your transactions.
For example, Xero supports OFX files for importing bank statements.
OFX export is one of the ways amnis helps you connect with your accounting setup. For a more automated workflow, explore the integrations available in the amnis Marketplace.