Our service will convert bank statement PDFs into and editable CSV for use as a spreadsheet, as well as OFX for upload into Xero.
- WE CAN CONVERT:
- Original or scanned PDF bank statements
- English language based documents
- Single currency bank statments
- Human eye legible documents
- WE DO NOT CONVERT:
- Languages other than English
- Multi-currency bank statements
- Statements that are not legible to the human eye
- Password protected PDFs
BEFORE Uploading your Bank Statements to Jet Convert:
Essential Preparation:
- Remove any pages without transactions on them to reduce unwanted costs
- Ensure there is no missing data
- Sort your statements by accounts - Combine all bank statement PDFs for a particular bank account into one file or folder
- Zip all the different bank account files/folders into one zip folder for upload
