Convert PDF Bank Statements to Xero

Our bank statement converter transforms your PDF bank statements into Xero format in seconds. Here's exactly what you'll get.

Skip manual data entry and convert your PDF bank statements to Xero-ready CSV files in seconds. Our converter extracts transactions automatically and formats them to Xero's specifications.

Global Bank Support: Works with banks from Singapore, United States, United Kingdom, Australia, and more. View our complete banks directory. Supports 15 languages including Chinese, Thai, Japanese, and more.

What You Get

A Xero-compatible CSV file formatted according to Xero's import specifications. Includes all required columns and formatting for seamless transaction import.

Xero CSV Output
Date:
15/01/2025
-45.99
Amazon.com
ONLINE PURCHASE - AMAZON.COM
TXN-20250115-001
15/01/2025
3,500.00
Acme Corp
SALARY DEPOSIT - ACME CORP
TXN-20250116-002
17/01/2025
-127.50
City Electric
UTILITY PAYMENT - ELECTRIC CO
TXN-20250117-003
18/01/2025
-200.00
ATM #3847
ATM WITHDRAWAL
TXN-20250118-004
19/01/2025
500.00
Own Account
TRANSFER FROM SAVINGS
TXN-20250119-005

Xero CSV Fields

Date*
Transaction date (required)
Amount*
+for money in, −for money out
Payee
Extracted payee name
Description
Full transaction description
Reference
Check numbers, refs, etc.

How to Import into Xero

Follow these steps to convert your bank statement and import it into Xero:

Step 1: Convert Your Statement

  1. Upload your PDF bank statement to Bankstatemently
  2. Review the extracted transactions
  3. Download the Xero-compatible CSV file

Step 2: Import into Xero

  1. Navigate to Bank Accounts: In Xero, go to Accounting > Bank Accounts
  2. Select Your Account: Click on the bank account you want to import into
  3. Import Statement: Click "Import a Statement" button
  4. Upload CSV: Browse and select your converted CSV file
  5. Confirm Columns: Xero will auto-map columns (Date, Amount, Description, etc.)
  6. Import Transactions: Click Import and your transactions appear in the account

Note: Official Xero documentation on CSV imports can be found at Xero Central. Our CSV format follows Xero's specifications with mandatory columns (Date, Amount) and optional columns (Payee, Description, Reference) for enhanced detail.

Use Cases

  • Import historical transactions into Xero
  • Automated bank reconciliation workflow
  • Client bookkeeping and accounting services
  • Bulk import for new Xero accounts
  • Backup and archive of financial data

Other Export Formats

Need a different format? We also support:

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Frequently Asked Questions

Yes! Our bank statement to Xero CSV converter is completely free to use. Simply upload your PDF bank statement, and download the Xero-compatible CSV file at no cost.