Xero Integration

Convert PDF statements into a Xero-friendly import file

Get your PDF bank statements into Xero fast — even when bank feeds aren't available.

Works when you only have PDFs

Historical statements

Bank feeds only go back so far. Import older PDFs without manual entry.

Unsupported banks

When your bank doesn't have Xero integration, PDFs are your only option.

Client handoffs

Clients often provide PDF statements. Convert them instantly.

Xero-compatible CSV output

Date,Description,Amount
01/15/2026,Payment - Vendor ABC,-100.00
01/16/2026,Deposit - Client XYZ,200.00
01/17/2026,ACH Transfer,-45.00
01/18/2026,Check #1234,-250.00

Clean, standardized format that Xero accepts without modification.

Standardization for clean reconciliation

  • Consistent date format

    MM/DD/YYYY format Xero expects

  • Clean descriptions

    Multi-line entries merged into single text

  • Proper amounts

    Negative for withdrawals, positive for deposits

Ready for Xero reconciliation

Match, categorize, and close faster

Bulk uploads

Behind on reconciliation? Upload multiple PDF statements and convert them all at once. Each becomes a separate CSV ready for Xero import.

10+

files at once

30 sec

per statement

ZIP

download all

FAQ

Xero accepts CSV files for bank statement import. Our exports are pre-formatted for Xero's expected column structure.

Ready for Xero?

10 pages free. No credit card required.

Start free