Xero Import

Import a Bank Statement into Xero

Skip manual transaction entry. Upload a PDF bank statement, let AI extract every transaction, and get a CSV formatted for Xero's statement import — ready to reconcile.

Convert your statement free

No account required for a test conversion · Results in seconds

Why not just type it into Xero?

Xero's direct bank feeds don't cover every institution. For everything else — smaller banks, credit unions, statements a client emailed you — someone ends up retyping transactions by hand. This replaces that.

No manual transaction entry — AI reads the whole statement, not just a template-matched subset
Works on statements from any bank, including ones with no Xero direct bank feed connection
Handles scanned and photographed statements, not just digital PDFs
One row per transaction, dates and amounts formatted the way Xero's statement import expects
Batch process multiple months or multiple client statements in one upload (Pro and Accountant plans)
Per-client Xero organization connections for accounting firms — push straight to the right client's books

How it works

1

Upload the statement

PDF from any bank — scanned or digital. LedgerLift reads the layout with AI, so there's no template to select or bank to look up first.

2

AI extracts every transaction

Date, payee/description, and amount are pulled from every page and split into debit/credit the way Xero's statement import expects.

3

Export a Xero-ready CSV

Download a CSV formatted for Xero's "Import a Statement" flow, or Excel for review first.

4

Import into Xero

In Xero: Accounting → Bank Accounts → the account → Import a Statement. Map the columns once and the transactions land in your reconciliation queue.

Pro and Accountant plans can also push extracted transactions straight to a connected Xero organization — no CSV download-and-reupload step. See Integrations for setup.

Instant results

A full statement is extracted in seconds, not the hour it takes to retype line by line.

Secure processing

Files are processed immediately and never stored long-term.

Built for firms

Batch multiple client statements and route each to the right Xero organization.

Common questions

Does Xero accept CSV bank statement imports?

Yes — from a bank account's page, "Import a Statement" accepts CSV. LedgerLift's export maps directly to the Date / Payee / Amount columns that flow expects.

What if my bank isn't supported by Xero's direct bank feed?

That's exactly the gap this fills. LedgerLift reads the PDF statement itself with AI rather than relying on a bank connection, so it works for any bank, credit union, or account Xero can't connect to directly.

Can I import statements for multiple Xero organizations?

Yes. Accounting firms on the Accountant plan can connect each client's own Xero organization and route conversions to the right one automatically.

Does it work with scanned or photographed statements?

Yes. LedgerLift uses Claude's vision OCR to read scanned and photographed PDFs, not just digital ones.

Ready to import into Xero?

Upload your statement now — no account required for a test conversion.

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