BankPDFtoXLS
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BankPDFtoXLS for Xero, QuickBooks and FreeAgent

The short answer: On the free trial or a Standard or Plus plan, convert the statement PDF, then download the import file from your list of statements and upload it to the bank account in Xero, QuickBooks Online or FreeAgent. We check every running balance first, so the import matches the statement.

  • We check every running balance, so a missing or misread row shows.
  • We read the statements of most banks, scans included.
  • If you take a plan, you can cancel it any time.
Drop your statement here PDF up to 25 MB. Scans and photos saved as PDF, and password-protected PDFs, work too.

What a statement PDF becomes

  • A file your software reads. For Xero and QuickBooks Online, you get date, description and one signed amount. For FreeAgent, you get its own layout. The free trial and the Standard and Plus plans give you these files. Lite gives Excel and CSV.
  • The months your feed missed. Bring in an old account, or the time before your feed started, from the statements.
  • A balance you can trust. We check every running balance and mark each row in the Ledger column before you import a row.

How to import a statement PDF into your books

  1. Download the statements for the missing months from your bank as PDFs.
  2. Drop the first one in the box at the top of this page, and we show you its first page converted.
  3. Sign up to download it. You do not need a card: your free trial converts 15 pages, so you can check the rows first.
  4. Take a Standard or Plus plan to convert the whole statement. Lite gives Excel and CSV, not the import files. Then open the statement in your list of statements.
  5. Check any row the Ledger column marks break in the Excel download.
  6. Download the Xero / QuickBooks file, or the FreeAgent file.
  7. Upload it to the bank account in your software, then reconcile the rows there as you would from a feed.
Date Description Amount
01/03/2025 BGC CLIENT INVOICE 1042 1,250.00
04/03/2025 DD SOFTWARE SUBSCRIPTION -24.00
07/03/2025 CARD STATIONERY -18.75
10/03/2025 FPO ACCOUNTANT FEE -150.00

Sample figures, not a real statement.

This is the shape of the Xero / QuickBooks file: money in is positive and money out is negative.

Questions

Does every statement come with an import file?

On the free trial and the Standard and Plus plans, most whole statements do. Lite gives Excel and CSV only. If a statement's dates have no year, or we cannot sign its amounts, you get Excel and CSV only, and we tell you why.

Will the import overlap rows my feed already has?

It can, if the statement covers days your feed also covers. Before you upload, delete from the import file the rows for the dates your feed already holds.

My statement has more than one account.

Each account gets its own sheet in Excel and its own import file. Upload each file to the matching bank account.

What does a plan cost?

You get the import files with Standard, $59 USD per month for 1,250 pages, and Plus, $99 USD per month for 5,000 pages. Lite gives Excel and CSV only. Each page of PDF uses one page of credit. You can cancel any time.

Other use cases

Start with this month's statement

We read every row, check every balance, and give you a file for your spreadsheet or your books.

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