Xero + Workers' Compensation: Complete Workflow
Preparing for workers' compensation and using Xero? Workers' compensation claims require bank statement analysis to verify pre-injury wages, track benefit payments, and identify return-to-work income for claim management. BankScan AI bridges the gap between your bank's PDF statements and Xero's import feature.
BankScan AI → Xero for Workers' Compensation
Convert bank statement PDFs to CSV formatted for Xero import. Convert bank statements to Excel for wage verification, benefit payment tracking, and income analysis supporting workers' compensation claims and disputes.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 12 months pre-injury for Average Weekly Wage (AWW) calculation; ongoing statements during the benefit period to detect unreported return-to-work income 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 workers' compensation
Upload into Xero and use the reconciled data for workers' compensation.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Xero + Workers' Compensation 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 Workers' Compensation — Convert bank statements to Excel for wage verification, benefit payment tracking, and income analysis supporting workers' compensation claims and disputes.
Import for Workers' Compensation into Xero
After converting your bank statements for workers' compensation:
- 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 Workers' Compensation
Initial claims must be filed within state-specific deadlines (30-90 days from injury in most states); wage verification documents needed before temporary disability benefits are calculated
Convert for Xero + Workers' Compensation