Bank statements into Xero in minutes
Generate Xero-ready CSV files with signed amounts, payee and reference columns from PDF bank statements.
Convert to Xero freemarch-statement.pdf · 5 rowsBalanced ✓
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 2026-03-01 | Opening balance | 4,210.55 | ||
| 2026-03-02 | ACME PAYROLL DIRECT DEP | 3,180.00 | 7,390.55 | |
| 2026-03-03 | CITY POWER & LIGHT | 142.18 | 7,248.37 | |
| 2026-03-05 | GREENLEAF MARKET #221 | 86.40 | 7,161.97 | |
| 2026-03-07 | TRANSFER TO SAVINGS | 500.00 | 6,661.97 |
Matches Xero's import template
Our Xero export follows the precoded statement layout—Date, Amount, Payee, Description and Reference—so you can map columns once and import.
Signed amounts done right
Money in is positive and money out is negative, including for credit card accounts, which is what Xero expects.
Historic catch-up
Migrating to Xero mid-year? Convert prior statements and import them so your reconciliations start from a clean opening balance.
How to do it
- Upload statements.
- Review the table.
- Download Xero CSV and use Import a statement in Xero.
Bank-specific guides
ChaseBank of AmericaWells FargoCitiCapital OneU.S. BankPNCTD BankHSBCBarclaysTruistAlly BankNavy Federal Credit UnionDiscoverAmerican Express
Related converters
- Convert Bank Statements to Excel (XLSX)
- Bank Statement to CSV Converter
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- PDF Bank Statement to Excel Converter
- Credit Card Statement Converter
Convert your first statement free
3 pages a month on the free plan. No credit card.