Bank statementto Xero

Upload your PDF bank statement on this page. Our AI extracts every transaction and generates a CSV file formatted for Xero. Then in Xero, go to Accounting → Bank Accounts → Import a Statement → select the CSV file. Map the Date, Description, and Amount columns when prompted.

Xero accepts CSV files with at least three columns: Date, Description (or Payee), and Amount. Our export uses this exact structure with a signed Amount column (negative for debits, positive for credits) and an optional Description field with the merchant name.

Xero cannot read PDF files directly. You need to convert the PDF to CSV format first — which is what this tool does. Upload your PDF here, download the CSV, then import it into Xero using the manual statement import.

Xero compares imported transactions against existing bank feed entries by date and amount. If your bank feed is already connected and covers the same period, Xero may flag duplicates. Review the reconciliation screen carefully after importing.

Yes. If your bank isn't supported by Xero's automatic feed, manual CSV import is the standard workflow. You can also use it to backfill historical transactions that predate your bank feed connection.

Any bank worldwide that provides PDF statements — Chase, Barclays, HSBC, Lloyds, NatWest, Deutsche Bank, BNP Paribas, ANZ, Westpac, Commonwealth Bank, and thousands more. Scanned paper statements also work.

Your PDF is processed in memory and immediately discarded — never stored on disk, never shared with third parties. Only the structured transaction data is used to generate your CSV file.