Free tool
Bank statement to Xero
Turn your bank's CSV statement into a file Xero imports, with every running balance checked first. The file stays in your browser and isn't uploaded.
How to import it into Xero
- In Xero, open Bank accounts and find the account.
- Choose Manage Account, then Import a Statement.
- Choose the file you downloaded, then Import.
- Xero asks which column is which. Choose Transaction Date for Date and Transaction Amount for Amount.
If you only have PDF statements
Xero can't import a PDF. Nectabl reads PDF and scanned statements, checks every running balance, and gives you this same Xero file. See bank statements to Excel, or try it free for 20 pages a month.
Bills too
For receipts and supplier invoices, Nectabl makes a Xero bills file. Xero imports them as draft bills, ready for you to code.