Turn any PDF — bank statements, credit card statements, vendor bills, receipts, expense reports — into a CSV pre-formatted for Xero's bank-statement import or bills import. Skip the manual code-and-categorize, skip the per-vendor template setup, skip the column mapping wizard.
Xero supports CSV import for bank-statement and bill data — but the CSV has to use Xero's exact column structure (Date / Amount / Payee / Description / Reference for bank statements; ContactName / InvoiceNumber / Date / DueDate / LineDescription / Quantity / UnitAmount for bills). PDFs from your bank or your vendors don't come that way. Xero's Hubdoc add-on captures receipts and bills but charges per-document at scale and still produces messy CSVs that need cleanup.
Bank-feed connectors only cover certain countries' banks. Smaller institutions, country-specific banks (NZ Heartland, Australian regional banks, UK building societies), and historical statements still require manual import. Xero AP teams converting vendor bill PDFs face the same problem on a different schema.
PDFExcel converts any document type into a CSV pre-formatted for Xero. Bank statements become a bank-statement-import CSV (Date / Amount / Payee / Description / Reference). Vendor bills become a bill-import CSV (ContactName / InvoiceNumber / Date / DueDate / Account / LineDescription / Quantity / UnitAmount). Credit card statements match Xero's credit-card-feed format. Skip Xero's CSV import column-mapping setup — the export already matches.
Compatible with Xero global plans (US, UK, AU, NZ, CA, SG). Works alongside Hubdoc — convert the long tail of bills Hubdoc charges per-document for, free, in your monthly close workflow. Built-in OCR handles scanned bank statements and faxed bills automatically.
The model knows what Xero expects from bank-statement vs bill-import schemas. Pick the document type, get the right CSV columns. No manual mapping, no template setup.
Most Xero-adjacent tools either require an add-on subscription (Hubdoc, Dext, AutoEntry) or charge per-document. PDFExcel is one upload, free to start, with the right CSV schema waiting at the end.
Pre-formatted to Xero's bank-statement import schema. Drop into Bank Accounts → Import — no column mapping wizard.
| # | Date | Amount | Payee | Description | Reference |
|---|---|---|---|---|---|
| 1 | 03/03/2025 | 4210.00 | Stripe Payments | ACH Credit — payout | ST-9831 |
| 2 | 03/05/2025 | -1875.00 | Smithson HVAC | Check #1432 | 1432 |
| 3 | 03/08/2025 | -612.50 | Acme Supply | Zelle outbound | ZL-4471 |
| 4 | 03/11/2025 | 15000.00 | Acme Capital LLC | Wire transfer in | WIRE-203 |
| 5 | 03/14/2025 | -48.27 | UPS Store #2841 | Debit card |
Xero bookkeepers running monthly close for SMB clients in the US, UK, Australia, NZ, Canada, and Singapore; Xero practitioners handling AP for clients with bills outside Hubdoc coverage; controllers reconciling Xero across multi-entity groups.
20 SMB clients on Xero AU. For the 4 clients on regional banks without bank-feed connectors, batch-converts the monthly statement PDFs to Xero-ready CSV and imports in 3 clicks per client.
Clients on Xero UK with mixed bank-feed coverage. PDFExcel handles the building-society and historical-statement gaps that Xero's bank feeds don't cover.
Hubdoc captures the high-volume vendor bills, PDFExcel handles the long tail of one-off bills Hubdoc charges per-document for. Combined workflow keeps Hubdoc costs low.
Yes for bank-statement, bills, and credit-card-feed imports — those are Xero's strictest schemas and we match them exactly. Some bills imports have optional columns (TrackingName1/Option1, TaxType) that you may want to set per-vendor; those are easy to fill in the export.
Yes. Xero's CSV import format is consistent across global plans. Tax codes (GST, VAT, sales tax) format slightly differently per region — set the TaxType column based on your region after export.
Hubdoc is included with Xero Business and works well for high-volume recurring bills. PDFExcel is for the one-off long tail (small vendors, historical statements, statements outside bank-feed coverage) where Hubdoc charges per-document. Use them together — let Hubdoc handle the routine, let PDFExcel handle the one-offs.
10 documents per month, free, forever. No card required, no expiring trial. Plans from $69/month for 50 documents — most small Xero practices fit comfortably in Starter or Pro.
Yes — built-in OCR runs automatically when there's no embedded text layer. Same workflow, same Xero-ready CSV at the end.