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DocuBridge

Convert bank statements for Xero

Export clean, UTF-8 CSV files formatted for Xero manual bank statement import — with every transaction verified against the statement's opening and closing balance.

Runs the full flow in about a minute.

Uploading your own statements opens after our security review. Details

  • Free preview of the first 10 rows
  • No account needed
  • $9 for 5 statements
march-statement.pdf
Balance verified

Opening

$3,668.42

+ Credits

$2,760.00

− Debits

$288.77

= Calculated closing

$6,139.65

Closing balance on the statement: $6,139.65

Matches
Illustration with fictional data. Every row is ticked against the printed running balance, then the totals are proven against the closing balance.

Ready for Xero bank reconciliation

Avoid broken date formats and unbalanced statement imports.

  • Single signed Amount column — inflows are positive and outflows are negative, matching Xero's CSV import template.
  • Consistent Date and Description — one transaction per row, with wrapped PDF lines merged cleanly.
  • Pre-import reconciliation — flagged rows show the exact PDF page number so you can fix discrepancies before importing.

Xero import FAQ

Which columns map to Xero's bank statement import?
Map Date to Transaction Date, Description to Description/Payee, and Amount (signed: positive for money in, negative for money out) to Transaction Amount in Xero.
Why check opening and closing balances before importing to Xero?
If a PDF statement is missing a transaction row, Xero bank reconciliation won't match your ending balance. DocuBridge verifies the running math up front.
Are commas in transaction descriptions handled safely?
Yes. All text fields are properly quoted in UTF-8 CSV and formula prefixes (=, +, -, @) are neutralized.
Can I also download an Excel file for workpapers?
Yes — every job lets you download both the Xero-ready CSV and a two-sheet Excel (.xlsx) workbook.

Also see bank statement to QuickBooks and bank statement to Excel.

Prepare a Xero-ready CSV

Preview the first transactions free — no account needed.

Convert a statement