Why convert a statement to Xero?
- No feed, or a closed account. Get transactions into Xero when the only record is a PDF and there's no live bank feed to pull from.
- Right dates, right signs. The Date column is formatted to your region and money-in/money-out signs match Xero, so the import doesn't scramble your ledger.
- Balances that tie out. A reconciliation check flags any row where the running balance doesn't add up — you review it before it reaches Xero.
How it works
- Open the converter. No registration is required.
- Upload the statement. Drag and drop your PDF, or browse from your device.
- Convert to Xero CSV. Choose Xero CSV as the target format and click Convert.
- Import into Xero. Download the CSV, review any flagged rows, then import it against the bank account in Xero.
Good for
- Bringing a feed-less or closed account into Xero.
- Catch-up bookkeeping across several months at once.
- Migrating historical transactions during onboarding.
FAQ
What CSV columns does Xero need? At least a Date and an Amount column; we also include Payee, Description, and Reference. Money in is positive and money out is negative, matching Xero.
Which date format is used? Xero reads dates by your organisation's country — MM/DD/YYYY for the US, DD/MM/YYYY for the UK, Australia, and New Zealand. The Date column is formatted to match.
Do you check the totals? Yes — a reconciliation check verifies opening plus transactions equals closing and that running balances tie out, flagging anything that doesn't before import.
Is my data private? Files are deleted after 1 hour, never used to train any AI model, and we never connect to your bank. All transfers are encrypted. This is a conversion utility, not financial or accounting advice.
Related
- Bank statement → QuickBooks → for QuickBooks instead
- Bank statement → CSV → a plain spreadsheet
- PDF → QBO (Web Connect) → import as a .qbo file
- All supported formats →