Convert PDF Bank Statements to Xero
Import your bank transactions into Xero without manual data entry. DocNeat converts PDF bank statements from any bank into a Xero-compatible CSV in seconds.
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Bank-level 256-bit encryption. Files are deleted immediately after processing.
Works with your software
DocNeat produces the exact CSV format each platform expects.
Three steps, under two minutes
No account needed for your first three conversions.
Upload your bank statement PDF
Drag and drop your PDF bank statement into the secure upload area above. DocNeat supports statements from all major banks including Barclays, HSBC, NAB, Westpac, Chase, and 45 others.
DocNeat extracts your transactions
Our AI identifies the transaction table, extracts every row, and formats the data into a Xero-compatible CSV with the correct date format and column structure for your bank's region.
Import into Xero
In Xero, go to Accounting → Bank Accounts → select your account → Import a Statement → upload your CSV → match columns → import. Your transactions appear instantly for reconciliation.
Why DocNeat for Xero
Xero's bank import expects a specific CSV structure — date in DD/MM/YYYY format, a description column, and separate debit and credit columns or a single signed amount. DocNeat produces Xero-ready output from any bank PDF, handling the format differences between US, UK, Australian, and Indian bank statements automatically.
Technical specifications
| Output format | CSV (comma-separated values) |
| Compatible with | Xero (all regions — UK, AU, NZ, US, and global) |
| Processing engine | DocNeat Financial OCR (v2.1) |
| Encryption | 256-bit AES (SSL Secured) |