Xero + US Immigration & Visa: Complete Workflow
Preparing for us immigration & visa and using Xero? US immigration applications (H-1B, L-1, EB-5, family sponsorship) require bank statements proving financial capability. USCIS needs clear, organized financial evidence. BankScan AI bridges the gap between your bank's PDF statements and Xero's import feature.
BankScan AI → Xero for US Immigration & Visa
Convert bank statement PDFs to CSV formatted for Xero import. Convert bank statements to structured Excel spreadsheets showing balance history, income sources, and savings — formatted for USCIS evidence packages and immigration attorney review.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 12 months for most family-based petitions (I-864 Affidavit of Support); EB-5 investors need to show full source-of-funds history which may span several years of statements.
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 use for us immigration & visa
Upload into Xero and use the reconciled data for us immigration & visa.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Xero + US Immigration & Visa Features
- 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 US Immigration & Visa — Convert bank statements to structured Excel spreadsheets showing balance history, income sources, and savings — formatted for USCIS evidence packages and immigration attorney review.
Import for US Immigration & Visa into Xero
After converting your bank statements for us immigration & visa:
- 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 for US Immigration & Visa
USCIS RFE (Request for Evidence) responses are due within 30-87 days depending on the notice; expired evidence packages require complete resubmission
Convert for Xero + US Immigration & Visa