AI Converter Open converter

Xero CSV prep

Convert bank statement PDFs into CSV rows for Xero review.

AI Converter extracts reviewable rows from a bank statement PDF so you can prepare a CSV for Xero. The export still needs checking, cleanup, and mapping.

No direct bank feed. No Xero account connection.

Use case

When the bank only gives you a PDF.

Use this page when you have statement pages and need rows you can inspect before preparing a Xero import file.

Boundaries

Xero import is your review step.

AI Converter does not connect to Xero or guarantee that Xero will accept the file without edits. Review dates, amounts, signs, and descriptions before import.

Workflow

Check rows before paying.

  • Upload a PDF statement.
  • Review the free sample preview.
  • Unlock the full CSV when the preview is usable.
  • Clean and map the CSV in your Xero workflow.

Data handling

Short retention.

Source files are stored privately for preview, unlock, and redo, then deleted after failed extraction, completed redo, or the 24-hour source lifecycle.

Use the preview as your quality gate.

AI Converter is built around a simple rule: inspect the sample before trusting the full export. That matters for bank statements, receipts, invoices, screenshots, and other sensitive files because automated extraction can be wrong when a scan is noisy, a table is unusual, a file is damaged, or a provider cannot safely read the source. The preview gives you an early look at columns, dates, descriptions, totals, signs, and row structure before you pay for the complete result.

For accounting workflows, compare the export with the source statement before importing it into bookkeeping, tax, lending, or compliance systems. Keep the privacy pages close too: source files are handled for the job you start, generated files have a short download window, and support requests should use job IDs rather than pasted bank, receipt, invoice, screenshot, or document contents.

A clean export is only useful when the route matches the file. Choose the most specific output available, keep the original file until you have checked the result, and use the validation notes or row preview to spot missing dates, duplicate transactions, weak OCR, wrong signs, or totals that do not reconcile. If the preview looks off, stop there instead of paying for a full export.