Integration workflow
Xero imports get easier when the statement is reviewed before the CSV is generated.
Wesley helps firms that need the Xero-ready CSV only after the source PDF is extracted, reviewed, and cleaned for payee, description, reference, and signed amount.
Prepare Xero-friendly CSV output from bank statement PDFs and scans.
Keep reviewer attention on extraction quality before Xero sees the file.
Use one upload flow for bank statements and credit card statements headed into Xero.
Workflow
Statement cleanup, review, then import prep.
1. Upload the statement source
Start from the bank statement PDF, credit card statement PDF, or scanned batch that still needs extraction work.
2. Review Xero-critical fields
Clean the payee, description, reference, and sign behavior before creating the Xero CSV.
3. Export the Xero-ready file
Generate the Xero-ready CSV only after the statement rows are reviewable enough to reconcile downstream.
Choose this workflow if...
Your Xero process is blocked by source documents, not by Xero itself.
- The client sends PDFs or scans instead of a usable bank export.
- Your team wants to clean description quality before import.
- The same firm handles multiple output formats across clients, including Xero.
Do not over-claim the integration
This page is about import prep, not a native Xero sync pitch.
- Not a replacement for Xero bank feeds.
- Not a promise that Xero-specific reconciliation rules vanish.
- Best when source-document cleanup is the bottleneck.
Why Xero teams still need a prep layer
Xero works well once the CSV is shaped correctly. The hard part is usually upstream: turning a PDF statement into rows that are clean enough to import without forcing the reviewer to manually rewrite every line.
Wesley fits that gap. The reviewer sees the extracted rows first, then exports the Xero-ready file once the statement looks trustworthy.
What usually matters most for Xero-ready files
Xero workflows usually care about clean payee fields, readable descriptions, stable references, and the right sign behavior. Those are exactly the places where PDF extraction often needs human review before import.
- Keep the row structure readable before CSV export.
- Check whether descriptions are useful enough for downstream matching and reconciliation.
- Use the same flow for bank and credit card statement imports headed to Xero.
Best-fit use cases
This is strongest for firms handling cleanup periods, document-heavy clients, and teams that want a repeatable review layer before producing the Xero CSV.
Real firms still run into source-document bottlenecks
These integration workflows exist because statements still arrive as PDFs, scans, or messy exports long before the accounting system can help.
Related workflows
Open the pages that matter after the strategy question.
FAQ
Frequently asked questions
Does Wesley replace Xero feeds or reconciliation?
No. Wesley prepares the statement-derived data before import. Xero still handles the accounting system, bank-feed layer, and reconciliation process.
Can I use this for credit card statements too?
Yes. Wesley can be used for both bank statements and credit card statements when the destination workflow ends in a Xero-ready CSV.
What makes the Xero export different from a generic CSV?
The Xero-ready CSV is shaped for Xero import workflows, with import-oriented columns such as payee, description, reference, and signed amount.
When should I stay with a generic CSV instead?
Stay generic if the team still wants spreadsheet review or downstream transformation before committing to the Xero import format.
Want the statement cleanup layer before import?
Open the workflow that matches your downstream system and keep the review step upstream where it belongs.
Free Plan includes up to 1 client total. No credit card required.