Xero + Investor Reporting: Complete Workflow
Preparing for investor reporting and using Xero? Investors and VCs request bank statements during due diligence and ongoing reporting. Presenting raw PDF statements looks unprofessional and slows the process. BankScan AI bridges the gap between your bank's PDF statements and Xero's import feature.
BankScan AI → Xero for Investor Reporting
Convert bank statement PDFs to CSV formatted for Xero import. Convert your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 12-24 months for due diligence; monthly or quarterly for ongoing investor reporting and board updates 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 investor reporting
Upload into Xero and use the reconciled data for investor reporting.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Xero + Investor Reporting 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 Investor Reporting — Convert your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
Import for Investor Reporting into Xero
After converting your bank statements for investor reporting:
- 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 Investor Reporting
Due diligence typically runs 4-8 weeks with a tight data room deadline; ongoing investor reports are usually expected within 15 days of month-end
Convert for Xero + Investor Reporting