Back to blog

Xero Reconciliation Tips When You Only Have PDFs

StatementBridge Team4 min

## When Bank Feeds Aren't Available

Xero's automatic bank feeds are great — when they work. But sometimes you only have PDF statements:

  • Historical statements from closed accounts
  • Banks without Xero integration
  • Client-provided statements for bookkeeping

Converting PDFs for Xero

1. **Convert to CSV** using StatementBridge 2. **Review the output** — check dates and amounts 3. **Import into Xero** via Statement Lines > Import

Xero Import Requirements

Xero expects these columns: - Date (in a consistent format) - Description - Amount

StatementBridge formats dates consistently and handles positive/negative amounts correctly.

Matching Transactions

After import, match transactions using Xero's reconciliation view: - Click "Find & Match" for known transactions - Use "Create" for new entries - Review "Discuss" items that need attention

Reducing Manual Work

The key is consistent formatting. When all your CSV files have identical column structures, matching becomes predictable.

Ready to convert your statements?

Try StatementBridge free — 10 pages, no card required.

Start free