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.

The proof is the preview, the fail-closed stop, and the sample CSV.

AI Converter is built around a simple rule: inspect the sample before trusting the full export. Upload a bank statement PDF and choose the Xero CSV output, then compare the sample rows in the preview against the source — dates, descriptions, money in, money out, and the balance column when the PDF exposes it. If the rows, signs, or totals look off, stop there; the preview is the actual extraction you are paying for, not a marketing claim.

If the file cannot be read safely — wrong totals, missing rows, OCR noise, unreadable structure, or a route that does not fit — the conversion fails closed and you are not charged. Paid extraction jobs also include one automatic stronger redo. Review the preview before unlocking the full export.

Keep the original file until you have checked the result. Source files are stored privately for the preview, unlock, and redo window, then removed after failed extraction, completed redo, or the 24-hour source lifecycle. Use the fictional sample CSV to see the output shape before uploading customer or client data.