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Convert PDF Bank Statements to CSV for Xero

Upload PDFs, get Xero-ready CSV files with the right columns, in seconds. Then import directly into Xero.

DocuClipper rated 4.7 of 5 on G2 from 111 reviews
4.7/5(111+ reviews)Trusted by 10,000+ finance teams
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Trusted by 10,000+ Businesses Around the World

Built for Xero bank statement imports

  • CSV output matches Xero's bank-statement import column requirements
  • Works with any bank statement, including international banks
  • Handles scanned and password-protected PDFs
  • Multi-statement uploads — convert months at a time
  • 99.9% accuracy with reconciliation

For accountants and bookkeepers running Xero.

How it works

  1. 1

    Upload your PDF bank statements

    Any bank, any format. Digital or scanned.

  2. 2

    Get a Xero-formatted CSV

    Date, amount, description, and balance in the columns Xero expects.

  3. 3

    Import into Xero

    Use Xero's Import Statement option to bring the CSV in. Transactions land in your bank account, ready to reconcile.

What customers say

It is an intelligent product that eliminates ugly Adobe "Save as" output woes. It worked reliably on the small amount of data I needed to obtain.
CH

Charles J.

Business Owner

This was great timing. I have 3-4 new tax clients. I did two years of bookkeeping for a client in just a few hours, including setup and reconciliation.
AN

Angie H. Z.

Accountant & Bookkeeper

It is extremely easy to drag and drop the statement into DocuClipper; conversion is very fast. Captured all data vs competitor.
JE

Jeanette A.

Manager of Quality Management

DocuClipper saved me hours pulling transaction data from closed bank accounts where the bank would only give PDFs.
BR

Bryce Y.

Writer, Speaker, and Consultant

I found this while searching for a way to convert years of PDF bank statements to Excel for QuickBooks. It has been a huge time and money saver.
JA

James F.

Founder / CEO, Bunker 27

Fast conversion of most PDF statements into Excel. No steep learning curve, and the reconciliation feature acts as a self-check.
NI

Nikolay A.

Frequently asked questions

Yes. Columns and date format match what Xero's bank-statement import expects, so the import works without manual column mapping.
Yes — DocuClipper has a direct Xero API integration on its Solutions page. The CSV path is for users who prefer a manual import or Xero variants that don't support API push.
Any bank. DocuClipper handles US, Canadian, UK, AU, EU, and most international bank statements automatically.
Yes. Upload many statements in one job; each becomes its own CSV, or combine months into one file.
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