Bank statement PDF to Xero
Upload a PDF bank or credit card statement and download a CSV using Xero's statement-import columns (Date, Amount, Payee, Description, Reference), or an OFX file.
Free: 5 pages a day, no account needed. Text-based PDFs work best; scanned statements are read with OCR.
Statement to Xero: step by step
- Convert the PDF and check the balance badge.
- Download Xero CSV (or OFX).
- In Xero open the bank account, choose Import a statement, upload the file and map the columns on the first import.
Excel and CSV are free. Xero CSV or OFX is included with a page pack or plan. See pricing.