Statement conversion, reimagined
Bank statements,
finally under control.
AI extraction for accountants who need speed without sacrificing review quality. Upload PDFs, validate transactions, export finance-ready CSVs.
Trusted by finance teams worldwide
The problem
Statement season shouldn't cost you a week.
Every month, the same ritual. PDFs pile up. Spreadsheets multiply. And your team spends days on work that should take minutes.
Manual re-keying
Every statement becomes hours of copy-paste. One typo can throw off an entire reconciliation.
Inconsistent formats
Every bank lays out data differently. Your team rebuilds the same workflow from scratch, client after client.
Month-end bottlenecks
Statement season compresses into a few frantic days. Quality slips when volume spikes and deadlines close in.
Transformation
From PDF to finance-ready rows.
Upload. Extract. Review. Export. A structured pipeline that turns messy bank statements into clean data your accounting software can use.
Chase Business
Feb 2026
Capabilities
Everything you need to run statement ops at scale.
Purpose-built for finance workflows — not generic document AI. Every feature exists to get you from upload to export faster.
Accurate extraction
Purpose-built models tuned for financial documents, layouts, and noisy statement scans.
Custom export
Export to your own formats and layouts — Xero-ready CSV or whatever your workflow demands.
Multi-bank support
Handle different bank formats, varying structures, and client-specific document patterns.
Bulk processing
Process multiple statements in parallel without sacrificing control, visibility, or review quality.
Real-time progress
Track every document from upload to extraction, validation, and export with live status.
Client management
Organize work by client, entity, or reporting cycle so teams stay clean and audit-ready.
Proof
Built for firms who can't afford mistakes.
Teams processing hundreds of statements every month trust Xerofy to deliver consistent, review-ready exports.
“Xerofy replaced hours of statement cleanup with a review workflow our team can trust. The export quality is what made it stick.”
BU Realestate
Partner, Accounting Advisory
78% faster processing
“We needed a tool that felt operationally reliable, not experimental. Xerofy fits directly into our month-end process.”
Aster Ledger
Head of Finance Operations
65% less manual review
“The biggest difference is consistency. Even mixed client statement formats come out structured and ready for import.”
Crown Finance
Senior Bookkeeper
4× more statements per week
Who it's for
Designed for the teams that live in statement workflows.
Whether you serve dozens of clients or run internal finance ops, Xerofy adapts to how you actually work.
Accounting firms
Standardize statement cleanup across teams and scale client delivery without adding admin hours.
Month-end ready
Bookkeepers
Move recurring bank statement work out of spreadsheets and into a faster review-driven flow.
Less manual cleanup
Finance teams
Accelerate reconciliation cycles and keep internal reporting inputs clean, structured, and traceable.
Better traceability
SMBs
Reduce the cost and time of financial admin while keeping exports compatible with Xero workflows.
Faster admin cycles
Security
Built for firms that take data seriously.
Finance workflows demand more than speed. Xerofy is designed with encryption, controlled retention, and review-first architecture.
Encrypted in transit
All uploads travel over TLS. Your statements never leave a protected channel.
Controlled retention
Files are retained only as long as your plan allows. You control what stays and what goes.
Audit-ready workflow
Every extraction passes through a review layer before export. Nothing ships without your sign-off.
Pricing
Simple pricing. No surprises.
Start free, upgrade when your volume demands it. Every plan includes the core extraction and review workflow.
Pro Monthly
Monthly Pro access for teams that want advanced reconciliation and included processing capacity.
USD 30/month
- 500 credits / month
- Advanced reconciliation
- 30 days file retention
- Custom extraction
- Advanced usage tracking
- System logs
Pro Yearly
PopularAnnual Pro billing for teams that want the same features with a lower yearly rate.
USD 300/year
- 500 credits / month
- Advanced reconciliation
- 30 days file retention
- Custom extraction
- Advanced usage tracking
- System logs
50 Credits
One-time credit top-up. Does not enable Pro features by itself.
USD 3
- 50 pages of processing
- One-time credit top-up
- No subscription required
FAQ
Questions from firms and finance teams.
Practical answers for teams evaluating statement automation.
How accurate is the extraction?
Xerofy combines document parsing with finance-specific validation to reach high extraction accuracy on supported statement layouts, while still giving teams a controlled review step before export.
Does Xerofy work with different bank formats?
Yes. The platform is designed for varied statement structures, scan quality levels, and multi-bank client environments.
Can teams process statements in bulk?
Yes. Xerofy supports multi-file uploads, progress visibility, and a structured review flow for higher-volume work.
Is customer data secure?
Uploads are handled with encrypted transfer and secure processing controls, with a privacy-first architecture designed for finance workflows.
Get started
Stop wasting hours on manual data entry.
Move statement conversion into a cleaner, faster workflow built for accounting and finance teams. Start free — no credit card required.