PDF statement → Xero, ready to reconcile
Xero reconciles from imported transactions, but it can't read a PDF — and old or closed accounts only exist as PDFs. ParseDoc converts the statement into the columns Xero's CSV import expects, so you can reconcile history without retyping.
How it works
1. Convert the PDF
Drop the statement; every transaction becomes a dated, signed row with description.
2. Match Xero's columns
Xero's statement import wants Date, Amount (one signed column) and Description — exactly what the CSV provides.
3. Import in Xero
Accounting → Bank accounts → the account → Manage → Import a statement → upload the CSV, map columns once, reconcile.
Frequently asked questions
Signed amount or debit/credit?
Xero prefers a single signed Amount column; ParseDoc outputs signed amounts (negative = money out), which avoids the most common import error.
QuickBooks instead?
Same idea — see our QuickBooks page; QBO accepts the same 3-column CSV.
Reconcile a check?
Always compare the statement's closing balance to the CSV total before importing — that one check catches misreads.
Ready when you are
Free: 10 pages/day in the online converter — no signup, nothing stored. Scale: $19/month for 1,000 pages, or $0.02/page via x402 for agents.