Xero Bank Statement Converter
Convert PDF bank statements into clean Excel or CSV transaction rows you can review and prepare for Xero bookkeeping workflows.
Clean transaction data from PDF statements
When a bank only provides a PDF statement, BankPDFExcel extracts structured transaction rows so you can review dates, descriptions, debits, credits, and balances before using the data in Xero workflows.
Useful for accountants and operators
- Convert older PDF statements into spreadsheet rows.
- Prepare monthly client statements for bookkeeping cleanup.
- Review extraction confidence and balance warnings before import work.
How to use it
- Upload the statement PDF.
- Preview extracted rows and check warnings.
- Download Excel or CSV and map the columns for your Xero process.
Frequently Asked Questions
- Does this import directly into Xero?
- No. BankPDFExcel produces Excel and CSV files for review and cleanup. You control any later import or reconciliation process in Xero.
- Will it work with any bank?
- The parser is designed for many statement layouts, including scanned PDFs through OCR. Always review confidence and warnings before using the output.