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 freeNo account required for a test conversion · Results in seconds
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.
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.
Date, payee/description, and amount are pulled from every page and split into debit/credit the way Xero's statement import expects.
Download a CSV formatted for Xero's "Import a Statement" flow, or Excel for review first.
In Xero: Accounting → Bank Accounts → the account → Import a Statement. Map the columns once and the transactions land in your reconciliation queue.
A full statement is extracted in seconds, not the hour it takes to retype line by line.
Files are processed immediately and never stored long-term.
Batch multiple client statements and route each to the right Xero organization.
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.
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.
Yes. Accounting firms on the Accountant plan can connect each client's own Xero organization and route conversions to the right one automatically.
Yes. LedgerLift uses Claude's vision OCR to read scanned and photographed PDFs, not just digital ones.
Upload your statement now — no account required for a test conversion.
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