Xero + Architects: Faster Bank Import
Architects bill in stages against project milestones, manage professional indemnity costs, and track expenses across multiple projects simultaneously. If you use Xero for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Architects Using Xero
BankScan AI converts any bank statement PDF to CSV formatted for direct import into Xero. Convert your bank statements to structured spreadsheets to match stage payments against projects, track professional fees, and prepare for your accountant.
The Architects + Xero Workflow
Architects invoice clients at RIBA work stages (concept, developed design, technical design, construction), then reconcile bank statements to verify payments received against each project. They track project-specific expenses like survey fees, model-making costs, and travel, and allocate them against project budgets for profitability analysis.
Key terms you'll encounter: RIBA work stages, stage payment, fee proposal, professional indemnity.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 1-2 hours per month on project payment tracking and expense allocation across concurrent projects for a typical small practice
AI formats for Xero
Output as CSV with Date, Description, Amount (single column, negative for debits) — or Date, Description, Debit, Credit as separate columns — dates in DD/MM/YYYY or YYYY-MM-DD.
Import and reconcile
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's bank feed rules can auto-categorise imported transactions, so once you've set up rules, future imports from the same bank are largely automated.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Xero Features for Architects
- Xero ready — Output formatted as CSV matching Xero's expected column structure
- Smart integration — Xero's bank feed rules can auto-categorise imported transactions, so once you've set up rules, future imports from the same bank are largely automated.
- Built for Architects — Saves 1-2 hours per month on project payment tracking and expense allocation across concurrent projects for a typical small practice
- Software compatible — Output works directly with Xero, FreeAgent, Harvest
Import Steps for Architects Using Xero
As an architect, here's how to get bank data 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
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.
Xero Import — Built for Architects
Market leader in UK cloud accounting with over 1 million subscribers. Preferred by accountancy practices for Making Tax Digital compliance.
Try Free — Xero + Architects