How do I import a bank statement into Xero?

Use StatementVision to convert your PDF to CSV ($2.99), then in Xero go to Accounting > Bank Accounts, select your account, click 'Import a Statement', and upload the CSV. StatementVision formats the output for Xero compatibility.

Can I import statements from banks Xero doesn't support?

Yes. StatementVision works with any bank that produces PDF statements — over 100 banks. This is especially useful for international banks or smaller institutions that don't have direct Xero integrations.

Does StatementVision preserve transaction descriptions for Xero?

Yes. StatementVision preserves the full original transaction description from your bank statement, which helps Xero's bank rules match and categorize transactions automatically.

Bank Statement to Xero

Convert bank statement PDFs into Xero-compatible format. StatementVision extracts, categorizes, and formats transactions for seamless Xero import.

How to Import Bank Statements into Xero

Upload your bank statement PDF to StatementVision

AI extracts all transactions with date, description, and amount

Download the CSV export formatted for Xero import

In Xero, go to Accounting > Bank Accounts > Import a Statement

Select the CSV file and confirm the import

Why Use StatementVision with Xero

Process bank statements that aren't available via Xero's direct bank feeds
Handle historical statements from before you started using Xero
Pre-categorized data speeds up Xero's transaction matching
Works with international banks not supported by Xero's direct feeds
Accurate extraction eliminates manual re-entry errors

Frequently Asked Questions

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