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Hubdoc - Convert bank statement to csv file

We would like Hubdoc to convert an uploaded Bank statement into a csv file.
So as to easily import the data into Xero to reconcile new bank accounts prior to bank feed connection.

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Linda Tarulli shared this idea  ·   ·  Report…  ·  Admin →
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under review  ·  AdminDana A (Admin, Xero) responded  · 

Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

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  • Janet Sgambellone commented  ·   ·  Report

    When will this feature be available in Australia and also available in MyXero? Will it mean that the pdf bank statement is uploaded into Xero, read by xero and be ready for reconciliation without the need to upload the csv file?

  • Jennifer Lee commented  ·   ·  Report

    Please add this for Australian Hubdoc urgently. Have moved several clients from receiptbank to hubdoc and really miss this very critical feature as it was an efficient, timesaver providing accuracy of transactions

  • Gar Wong commented  ·   ·  Report

    Yes please for the UK.

    Some clients are just not organsied enough to provide a bank feed or QIF files.
    Excel/cv files can be more trouble than they are worth to tidy up for upload.
    Pdf paper or soft copy can take a long time to input (especially when littered with personal transactions).
    The solution is certainly out there. I'd rather pay charges to Xero than AutoEntry (albeit it less per bank statement).

  • Patricia Alves commented  ·   ·  Report

    The ability to directly upload a statement to Xero after converting it from HubDoc.

  • Ralph Glenn Lumanglas commented  ·   ·  Report

    PH - Looking forward to have this feature soon as we don’t have much bank feed-supported banks here.

  • Natalie Greenaway commented  ·   ·  Report

    Please add this in Australia ASAP will make my job so much easier!!!!!!!!

  • Beaufort Xero_Adviser commented  ·   ·  Report

    Finally being able to select all / select a number of imported pdf invoices and convert them to CSV or Excel is vital!
    Thank you!

  • Darlene Gadowsky commented  ·   ·  Report

    This feature only works if you are provided with a "direct from bank" downloaded PDF and if the PDF is security enhanced will not work. Most bank statements directly from the bank are security enhanced.
    This converter should work with a scanned copy of a bank statement - your competition's conversions already work with scanned copies.

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