Why Use BankScan AI?
Need to get your Charles Schwab Bank bank statement into Xero? Charles Schwab doesn't always make it easy to export transactions in a format Xero accepts. BankScan AI bridges the gap — upload your Charles Schwab PDF, get a CSV file ready for Xero import.
The Solution
BankScan AI produces Excel and CSV files formatted for direct import into Xero's bank statement upload feature. Columns match Xero's expected date, description, and amount format. Schwab brokerage and checking account statements include investment transactions alongside banking. BankScan AI separates and converts the banking transactions.
How It Works
Upload your Charles Schwab PDF
Drag and drop your Charles Schwab bank statement into BankScan AI. Supports PDF formats.
AI converts for Xero
Our AI parses the Charles Schwab statement layout and outputs a CSV file formatted for Xero's import feature.
Import into Xero
Upload the converted file into Xero and start reconciling transactions immediately.
Key Features
- AI-powered parsing — reads any bank statement layout, not just templates
- All major UK banks — HSBC, Barclays, Lloyds, NatWest, Monzo, Santander, Revolut, and more
- Instant results — upload a PDF, get your spreadsheet in under 30 seconds
- Batch conversion — process multiple statements at once with paid plans
- Secure by design — files processed in memory and deleted immediately
- No software to install — works entirely in your browser
Ready to Save Hours?
Join hundreds of UK accountants and bookkeepers who use BankScan AI every day.
Import Charles Schwab to Xero Free