OFX Server

OFX Server

Better communication between your financial applications

The banking and finance world is full of packaged and custom applications. However, most of these applications consume and present their data in different formats.

Our cutting-edge, cloud-based OFX Server is a solution to the problem of communication between applications. Our server can process virually any format of data and output it into the industry-standard OFX format developed by Intuit. For example:

  • Banking Core Data

    • Translate any bank core format into OFX format.
    • Perform data mining analysis from multiple financial applications and bank core.
    • Integrate with Intuit products or other OFX-compliant software (Quicken, Quickbooks, Mint, etc.)
      • Statement Download
      • Internal/External Transfers
      • Payment Services
      • Email Notifications
      • Wire Transfers

  • Tax Documents - Make your company's tax documents available for download.

    • W2
    • 1098
    • 1099

  • Investments

    • Money Market: Separate FI Account, Sweep Account Within Investment, Position Within Investment
    • Investment Accounts/Securities: Brokerage Accounts, Annuities, etc.
    • 401K
    • 403B
    • IRA
    • Keough
    • Salary Reduction Simplified Employer Pension plan
    • Savings Incentive Match Plan for employees
    • Tax Deferred Annuity
    • Trust (including UTMA)
    • Custodial Account

Custom Development

We excel at creating synergy between your financial applications. We will perform a complete analysis of your different applications and find ways to allow communication and data mining across multiple applications, using OFX, web services, and custom database reporting.

Integration

Intuit Quicken/Quickbooks

Bloom OFX works with Quicken and Quickbooks, which saves your business time and money when partnering with Intuit.

Why do you need OFX?

In order for your customers to be able to access their accounts in software such as Quicken, Quickbooks, TurboTax, and Mint.com, your data must be translated into OFX format. The development of an OFX Server and certification with Intuit is a long and complicated process. We have already done the hard work for you.

Why Choose Bloom?

All of the members of our consulting team have MBAs and excel at designing innovative solutions around your business needs. We will take the time to learn your business and use our years of experience and creativity to give you an innovative solution tailored to your company culture.