Convert bank statements for Xero
Statement PDFs to Xero bank accounts via OFX — no column mapping, balance-checked before import.
Statement lines, currencies, and backfilling history
Xero treats imported statements exactly like feed data: the transactions arrive as statement lines, ready for its reconcile screen and bank rules. OFX is the smooth route because there's no mapping; the CSV route asks you to assign date, description and amount columns once, and our layout keeps that to a few seconds.
Two Xero particulars worth knowing. Currencies must match — Xero refuses an import into a bank account of a different currency, which is correct behaviour, and our export carries the statement's own detected currency so mismatches are visible before you try. And backfilling works best oldest-first: convert the historical months in one batch (each is independently balance-checked) and import them in date order, so the account's running history builds cleanly.