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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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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks everyone for the continued support on this idea, and for sharing the detail of how this'd help in your day-to-day work.

We understand this request is especially important for customers and advisors who are working with PDF statements when a direct bank feed isn’t available, when a bank doesn’t offer a usable CSV export, or when manually converting and cleaning statement data adds extra time and effort.

When we last updated this idea, we shared that PDF bank statement conversion had been introduced in limited regions. Since then, we’ve continued to look closely at where we can best improve the document capture and data entry experience across Xero.

Hubdoc remains a core part of our offering, however to be transparent we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture within Xero Files.

With that in mind, there isn’t any work planned for this idea. We know that'll be disappointing, particularly for those outside regions where this capability has been available, however we want to be open here so you can make decisions best to accommodate your business.

The support and feedback shared on ideas like this continues to help us understand where customers are experiencing friction, and if anything changes in future we’ll share an update here.

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  • Daniel Masters commented  ·   ·  Report

    Last update was in 2022 - we need support in Australia urgently

  • Terry Smith commented  ·   ·  Report

    With the way the banks in Australia are constantly changing what you can get in the form of a statement, and some are converting to open banking and others not, it makes it really hard to just get bank statements and clients not supplying or not tech savvy enough to provide csv exports from thier bank portal it would be bonus to be able to do this in hubdoc. In addition, the other issue is that you have no choice but to export CSV files if the client has personal credit cards being used in the business. If they supplied a bank statement, it would be great to be able to convert it so we can export it and then import it into Xero as a bank fee. Also, make sure they are exported in the format of the import file, so no need to manipulate the data.

  • Carol Rigby commented  ·   ·  Report

    Please could we have this released in the UK version too?

  • Julian Tomsett commented  ·   ·  Report

    Hubdoc is able to extract bank statement data and convert to csv file for supported US and Canadian banks.

    It would be incredibly useful to have this for UK banks as well.

  • Jade Arrell commented  ·   ·  Report

    Can we get an update on this in the UK please?!

  • Richard Manning commented  ·   ·  Report

    Come on guys you are really behind the curve with this one for the UK! Hubdoc for bank satements to csv please!

  • Sue Saddington commented  ·   ·  Report

    I see you posted this as a feature in the US & Canada over 3 years ago, can we have an ETA for the UK please? 3 years is a long time in the world of technology!

  • Claire Walker commented  ·   ·  Report

    PLEASE provide an update on when this will be available in the UK. It is very overdue and desperately needed!

  • Chanita Paulsen commented  ·   ·  Report

    banking conversion option, it would be awesome if hubdoc can add feature to extract bankstatements to csv file

  • gillian caughey commented  ·   ·  Report

    Can we get an update on when/ if this will be available in the UK? Is there a reason it is only in US/ Canada?

  • Donna Smith commented  ·   ·  Report

    would be amazing for UK to get this is there any update when?

  • Sharon Smith commented  ·   ·  Report

    Would love to see this feature for users in Australia!
    Any update when this could be available for the rest of us Xero users around the world

  • Kristin Carter commented  ·   ·  Report

    Any update on when we can expect this feature in Australia?

  • Ian Cooper commented  ·   ·  Report

    We need this feature for UK banks - you can steal a march on your competitors - Dext do this but it is ridiculously expensive.
    It is now 18 months since USA users had this!

  • Ian Ellis commented  ·   ·  Report

    THere are a number of clients who just don't do online banking for a number of reasons, so am stuck with manually generating a feed of just posting manually.
    This feature is available in Dext & AutoEntry ( and it's not tied to specific banks ) and it's stopping me moving clients across to Xero & Hubdoc

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