Convert PDF Bank Statements for Xero
Xero imports CSV bank statements with a strict three-column schema: Date, Amount, Payee. This tool produces exactly that — from any PDF bank statement, in any country.
Drop your PDF here or
browse to upload
What we hear from xero users
- Xero rejecting CSVs because the Date format is M/D/YYYY instead of DD/MM/YYYY
- Manually combining Debit and Credit columns into a single signed Amount column
- Statement scans that need OCR before they can be imported
What you get
Xero-native CSV
Date column in the format Xero expects per region (DD/MM/YYYY for AU/UK/NZ, MM/DD/YYYY for US), single signed Amount column, Payee from the description.
OCR for scanned statements
Old paper statements scanned to PDF? OCR handles them alongside native PDFs.
Bulk historical catch-up
Process months of pre-Xero statements in one batch on the Professional plan and above.
Multi-region
Works for Xero AU, NZ, UK, US, IE, SG, ZA, and CA — including region-specific date formats.
The workflow
- Download your statement as a PDF
- Upload and choose CSV output (we auto-detect your region's date format from the statement)
- In Xero: Bank account → Manage Account → Import a Statement
- Map columns once if prompted — schema matches Xero's defaults
- Reconcile
Recommended export formats for xero users
Xero CSV
Pre-formatted to Xero's exact schema — *Date in DD/MM/YYYY, signed *Amount, Payee auto-extracted.
CSV (universal)
Same data with both Debit/Credit columns — for inspection or non-Xero tools.
Categorised Excel
Pre-categorised view of the same statement before reconciling in Xero.
Xero users FAQ
Does Xero import the CSV without column mapping?
Usually yes, on first import you'll confirm the Date / Amount / Payee mapping; Xero then remembers it. Our CSV uses the schema Xero expects by default.
What if my date format gets misread?
Open the CSV in Excel or Google Sheets and reformat the Date column to your region — the underlying date is ISO 8601 in our raw output, so reformatting is one click.
Can I import multiple statements at once?
Xero accepts one CSV per import. Use our batch processing (Professional plan) to convert many PDFs, then import them sequentially in Xero.
Try it on your own statement
First conversion is free. No signup, no credit card.