Tool · Finance
Import a PDF statement into Xero, QuickBooks or FreeAgent
Accounting software imports bank transactions from a CSV file, and older months, closed accounts and many business accounts only come as PDF. Drop the PDF statement here and download a CSV in the format your software expects, after the balances it prints have been rechecked.
Drag a PDF bank statement here
One statement or several months at once. Read in this browser tab, never uploaded.
The example is a made-up statement, so you can see the result without a file of your own.
PDF statements from online banking · Excel (.xlsx) · CSV · Xero · QuickBooks · FreeAgent
How it works
- Drop the PDF statement From online banking, or the PDF a client sent you. Several months at once are fine.
- Check the balances A printed balance that does not match the rows above it is pointed out, so you fix it before it reaches your books.
- Download for your software Xero CSV, QuickBooks CSV or FreeAgent CSV — then use your software’s “import a statement” option.
Xero
The Xero file has the columns of Xero’s statement import template: *Date, *Amount, Payee, Description and Reference, dates as on the statement (dd/mm/yyyy for UK and Australian statements, mm/dd/yyyy for US ones), money in positive and money out negative. In Xero, open the bank account and choose “Import a statement”.
QuickBooks and FreeAgent
QuickBooks Online takes three columns: Date, Description and Amount; the date follows the statement (dd/mm/yyyy for UK and Australian statements, mm/dd/yyyy for US ones). FreeAgent takes three columns without a header: date, amount and description. Check a few rows after the import, as with any import.
Questions
Is my statement uploaded?
No. The PDF is read in your browser by pdf.js, the PDF reader built into Firefox, and the Excel or CSV file is made on your device. Nothing from the statement is sent anywhere: the site counts only anonymous usage, such as whether a conversion worked. You can check in the Network tab of your browser’s developer tools.
How are the numbers checked?
Each balance printed on the statement is recomputed from the balance before it, minus money out, plus money in, and a balance that does not match is pointed out. The rows between two printed balances are checked together, so a statement that prints a balance once a day is checked day by day. When a statement prints no running balance, the transactions are checked against its opening and closing balance. The dates are compared with the statement period. Always compare the totals with your statement before you import them.
Which banks does it work with?
It reads the usual statement table of UK, US, Canadian and Australian banks: a date, a description, money out and money in (or debit and credit, or one signed amount) and a balance. If your bank’s statement does not convert, tell us which bank through the Contact page.
Does it work with scanned statements?
Not yet. A scan is a picture of the pages with no text in it. Download the statement from online banking as a PDF instead: those PDFs contain the text.
Can I convert several months at once?
Yes. Drop several statements together: they are combined into one table by date, and a row repeated where two statements overlap is kept once.
What does it cost?
Nothing, and there is no sign-up. Up to 60 statements can be converted at once.