Convert Excel or CSV into Xero bank statement CSV
Reshape exported spreadsheets into a Xero-ready bank statement file with dates, signed amounts, payee, description, and reference columns.
Upload your spreadsheet
Drop a CSV or Excel file, or try the sample data to test the flow.
Map your columns
Pick which source columns hold each field. We auto-detect the common headers.
Preview and download
Review the transformed rows before exporting.
Speed up mapping to your Xero chart of accounts.
The Bulk Categorizer groups each transaction by category and Schedule C code. Map each bucket to your Xero AccountCode once, paste the codes into your sheet, then re-export a precoded Xero CSV from this same tool.
- Groups transactions by category and Schedule C bucket
- Map each bucket to a Xero AccountCode once, reuse every month
- Re-export a precoded Xero CSV from this same tool
Exports a Xero-style bank statement CSV for manual statement import.
Xero supports importing transactions from OFX, QIF, QBO, QFX, or CSV formats.
Xero lets users review and amend CSV imports inside Xero before completing the import.
This converter outputs a clean CSV with common Xero bank statement fields and keeps processing in the browser.