Bank statement to CSV
Download a plain CSV (Date, Description, Amount, Debit, Credit, Balance) or a Xero-ready CSV (Date, Amount, Payee, Description, Reference). Both come from a statement that has passed the balance check.
Upload the PDF statement
Check the balance proof
Download CSV or Xero CSV
Opening balance plus every transaction must equal the closing balance, and every printed running balance must follow from the row above. If anything is off, you see the exact rows, not a silently wrong file.
Xero imports PDF statements only for organisations in the US and Canada. Everywhere else, convert the PDF here and import the Xero CSV or the OFX file instead.
Keep each client’s statements apart in one workspace, with unlimited clients and seats on every paid plan.
Uploads and everything read from them are deleted automatically 24 hours after upload (or after 7 or 30 days if your workspace chooses), or right away when you click delete. Your statements are never used to train AI models.
Different tools want different columns. StatementLoom gives you two CSV shapes from the same checked statement; the bank CSV cleaner reshapes a CSV you already have.
| Destination | Columns | From StatementLoom |
|---|---|---|
| Spreadsheets | Date, Description, Amount, Debit, Credit, Balance | CSV |
| Xero statement import | Date and Amount required; Payee, Description, Reference optional | Xero CSV |
| QuickBooks Online, 3 columns | Date, Description, Amount | CSV (delete the extra columns) or the bank CSV cleaner |
| QuickBooks Online, 4 columns | Date, Description, Credit, Debit | Bank CSV cleaner |
Pricing
Every plan includes every format, unlimited clients and unlimited seats. Pages that do not reconcile are not charged. Cancel any time.
For a solo bookkeeper.
Or $288 billed yearly.
+ VAT where applicable. Calculated at checkout.
For teams
For a practice or firm at month-end volume.
Or $950 billed yearly.
+ VAT where applicable. Calculated at checkout.
Just one statement? The free converter handles up to 10 pages a day.
Checked against these pages on 22 October 2026.
QuickBooks, Quicken and Xero are trademarks of their respective owners. StatementLoom is not affiliated with or endorsed by them; their names describe file compatibility only.