Bank statement PDF to Xero

Convert PDF statements into Xero's import columns (*Date, *Amount, Payee, Description, Reference), verified against the statement's own balances.

Any bankBalance-verifiedExcel · CSV · QuickBooks · Xero

Drop bank or credit card statement PDFs or click to choose · any bank · scanned PDFs OK · 5 free pages a day, no signup Your PDF stays in your browser. Only page text (or a page image, for scans) is sent for extraction, and nothing is stored.

How to do it

Drop your statement PDF above and confirm it's Verified.
Click Xero CSV.
In Xero, go to Accounting → Bank accounts, open the account's Manage account menu and choose Import a statement.
Upload the CSV and match the columns, then reconcile as normal.

Built for reconciliation

Xero's bank reconciliation is only as good as the statement lines you import. PennyProof proves each statement adds up before you import it.

Questions

What date format do you use?

MM/DD/YYYY. If your Xero organisation uses day-first dates, choose the matching format when mapping columns, or use the Excel export and adjust.

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