Convert U.s. bank statements to Xero
Upload a U.S. Bank checking, savings or credit card statement PDF and download a CSV using Xero's statement-import columns (Date, Amount, Payee, Description, Reference), or an OFX file.
Free: 5 pages a day, no account needed. Text-based PDFs work best; scanned statements are read with OCR.
How Statemio reads U.S. Bank statements
We read U.S. Bank statements with our generic table reader, which finds the date, description, amount and balance columns, then checks the result against the opening and closing balance so you know at once if anything is missing.
The balance check
Opening balance + every transaction must equal the closing balance (for credit cards, previous balance − payments + charges = new balance). If the totals don't match, you see a red badge and the rows that break the running balance, before you download anything. Pages from statements that don't balance aren't counted against your allowance.
U.S. Bank statement to Xero: step by step
- Convert the PDF and check the balance badge.
- Download Xero CSV (or OFX).
- In Xero open the bank account, choose Import a statement, upload the file and map the columns on the first import.
Excel and CSV are free. Xero CSV or OFX is included with a page pack or plan. See pricing.