Xero-compatible column format — out of the box
Documentric exports with the correct column format Xero expects: Date, Description, Amount, Reference. No manual column remapping, no format errors on import. The file is ready to upload straight into Xero's bank statement import screen.
Upload any PDF bank statement — scanned or digital. Documentric uses AI-powered OCR to extract every transaction accurately.
Every extracted row is displayed in an editable table. Correct dates, amounts, or descriptions before export — no surprises in Xero.
Download the CSV file, then import it in Xero via Accounting > Bank Accounts > Import Statement. Xero maps columns automatically.
Xero supports CSV import on all subscription plans. No additional apps or plugins required.
The exported CSV matches the column order Xero expects. Import completes without format errors or rejected rows.
Dates are exported in the DD/MM/YYYY format Xero requires. No reformatting in a spreadsheet before you can import.
Documentric identifies debits and credits from the statement and outputs them in separate columns — exactly as Xero expects for bank reconciliation.
AI auto-detects column types from the PDF. The output CSV is structured correctly from the start — no template to configure, no mapping to redo each time.
Why not use Xero's bank feed?
Xero bank feeds are excellent when your bank supports a direct connection — but not every bank does, and connection issues can leave weeks of transactions missing. Documentric converts any PDF statement from any bank, so you can always import your full transaction history without needing your bank to support Xero directly.
Xero expects a CSV with columns in the order: Date, Description, Amount (or separate Debit and Credit columns), and optionally Reference. Documentric exports exactly this format — you do not need to rearrange or rename any columns before importing.
Xero bank feeds are convenient when your bank supports a direct connection. For banks without a Xero integration, for historical statements, or when you have a PDF rather than an online export, a manual CSV import via Documentric is the fastest option.
Documentric extracts the amounts as they appear in the PDF. If your Xero organisation has multi-currency enabled, you can assign the correct currency to the bank account in Xero after import. Documentric does not alter currency symbols or amounts during extraction.
After importing, go to Accounting > Bank Accounts, select the account, and click Reconcile. Xero will match each imported transaction against outstanding invoices or expenses. For unmatched transactions, you can create new transactions directly in the reconciliation screen.
Hubdoc is primarily a document capture and storage tool — it fetches statements automatically from connected bank portals. Documentric is a conversion tool: you upload a PDF you already have and get a clean CSV out. If you have a PDF that Hubdoc cannot fetch automatically, Documentric fills that gap.