Bank Statement to Xero CSV
Convert your bank statement PDFs to Xero CSV format. Pre-formatted headers, multi-currency support, perfect for Xero Accounting import and reconciliation.
Why Choose Xero CSV Format?
Our Xero CSV format is specifically designed for Xero Accounting, ensuring seamless import and perfect compatibility with cloud-based accounting workflows.
Xero Ready Headers
Pre-formatted with Xero Accounting column headers for seamless import
Multi-Currency Support
Full support for multi-currency transactions and exchange rates
Cloud Accounting
Perfect for cloud-based accounting workflows and remote teams
Advanced Reporting
Structured data for Xero's advanced reporting and analytics features
Perfect for Xero Accounting Users
Our Xero CSV format is designed specifically for Xero Accounting workflows.
Cloud Accounting
Perfect for businesses using Xero for cloud-based accounting
Multi-Currency Business
Ideal for businesses with international transactions and multiple currencies
Remote Teams
Great for distributed teams that need cloud-based financial management
Advanced Analytics
Leverage Xero's powerful reporting and analytics capabilities
Xero CSV Format Features
Our Xero CSV format includes all the features needed for seamless Xero Accounting import.
Xero Compatibility
Import Process
Xero Accounting Integration
Our CSV format works seamlessly with all Xero Accounting features and workflows.
Bank Reconciliation
Automatically match transactions with bank statements for accurate reconciliation.
Multi-Currency
Handle transactions in multiple currencies with automatic exchange rate conversion.
Cloud Collaboration
Collaborate with your team in real-time with cloud-based financial management.
Frequently Asked Questions
Everything you need to know about Xero CSV conversion.
What is Xero CSV format?
Xero CSV format is specifically designed for importing bank statement data into Xero Accounting. It includes the exact column headers and formatting that Xero expects, making it possible to import transactions directly without manual mapping or formatting. This format is perfect for cloud-based accounting workflows.
How do I import the CSV into Xero?
In Xero, go to Accounting > Bank Accounts > Import Bank Statement. Select your CSV file and Xero will automatically recognize the format. The system will map the columns and allow you to review the transactions before importing them into your chart of accounts.
Does the CSV support multi-currency transactions?
Yes! Our Xero CSV format includes full support for multi-currency transactions. You can specify currency codes, exchange rates, and base currency amounts, making it perfect for international businesses with transactions in multiple currencies.
Will the CSV work with all Xero plans?
Yes! Our Xero CSV format is compatible with all Xero plans including Starter, Standard, and Premium. The format follows Xero's standard specifications for bank data import and works with all Xero features and add-ons.
Can I customize the account mapping in Xero?
Yes! During the import process in Xero, you can map transactions to specific accounts, set default categories, and configure rules for future imports. This allows you to customize the import to match your chart of accounts structure and business needs.
Is the data secure during import?
Yes! All data processing is done securely with bank-level encryption. The CSV file is generated securely and can be safely imported into Xero. We never store your financial data permanently and comply with all security standards including GDPR and CCPA.
Ready to Convert Your Bank Statements to Xero CSV?
Get started with our Xero CSV converter and streamline your Xero Accounting workflow.