First Republic + Xero: Bridge the Gap
Need to get your First Republic Bank (now JPMorgan) bank statement into Xero? First Republic uses MM/DD/YYYY and premium private banking layout with separate checking, savings, and investment summary sections in a single consolidated statement — which needs converting to CSV (Date, Description, Amount (single column, negative for debits) — or Date, Description, Debit, Credit as separate columns) for Xero import.
How BankScan AI Converts First Republic for Xero
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. First Republic private banking statements include wealth management summaries alongside checking transactions. BankScan AI extracts the core banking data accurately.
How It Works
Upload your First Republic PDF
Drag and drop your First Republic statement. Supports PDF with MM/DD/YYYY handling.
AI converts for Xero
Our AI parses First Republic's layout, converts dates to DD/MM/YYYY or YYYY-MM-DD, and outputs CSV.
Import into Xero
In Xero, go to Accounting > Bank accounts > select your account > Import a Statement. Choose the CSV file from BankScan AI. Xero auto-maps the Date, Description, and Amount columns.
Xero Import Tip
Date, Description, Amount (single column, negative for debits) — or Date, Description, Debit, Credit as separate columns
First Republic to Xero Features
- First Republic optimised — Trained on First Republic's premium private banking layout with separate checking, savings, and investment summary sections in a single consolidated statement with MM/DD/YYYY parsing
- Xero formatted — Output as CSV with Date, Description, Amount (single column, negative for debits) — or Date, Description, Debit, Credit as separate columns
- Date conversion — Converts MM/DD/YYYY to DD/MM/YYYY or YYYY-MM-DD automatically
Import First Republic Data into Xero
After converting your First Republic statement with BankScan AI:
- In Xero, go to Accounting > Bank accounts > select your account > Import a Statement
- Choose the CSV file from BankScan AI
- Xero auto-maps the Date, Description, and Amount columns
Common Import Issues
Most common error is date format mismatch — Xero rejects MM/DD/YYYY dates. Also watch for CSV encoding issues with special characters in payee names.
Import First Republic into Xero Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY or YYYY-MM-DD), column mapping, and format validation.
Import First Republic to Xero Free