Menu

Tools

Explore

Due Diligence · .CSV · 23 Banks

Bank Statement → .CSV for Due Diligence

Due diligence requires systematic analysis of a target company's cash flows, related-party transactions, and payment patterns. PDF bank statements cannot be analysed at scale. Upload any bank statement PDF and generate a Xero-ready bank import CSV. Transactions can be uploaded directly into Xero for reconciliation without manual typing.

Loading converter...

Secure Financial Data Processing

Xero for Due Diligence — Why It Works

M&A advisors, private equity analysts, and legal teams conducting financial due diligence who need structured bank transaction data as part of target company assessment. Convert target company bank statement PDFs to Excel or JSON for systematic transaction analysis. Identify related-party payments, unusual patterns, and cash flow trends programmatically. Compatible with Xero, Microsoft Excel, Google Sheets.

Example Xero Output

DateDescriptionDebit (USD)Credit (USD)Balance
2024-03-15Chase ATM Withdrawal2,000.0048,500.00
2024-03-18Salary Credit75,000.001,23,500.00

How It Works

  1. Step 1

    Obtain target company bank statement PDFs as part of data room access

  2. Step 2

    Upload to MintConvert — batch processing on Scale plan

  3. Step 3

    Download Excel or JSON files for each account and period

  4. Step 4

    Run analytical procedures: related-party filter, large unusual transactions, payment pattern analysis

  5. Step 5

    Document findings in due diligence working papers

Why MintConvert

  • XeroUpload any bank statement PDF and generate a Xero-ready bank import CSV. Transactions can be uploaded directly into Xero for reconciliation without manual typing.
  • Due DiligenceConvert target company bank statement PDFs to Excel or JSON for systematic transaction analysis. Identify related-party payments, unusual patterns, and cash flow trends programmatically.
  • 23 banks supportedAuto-detected — no configuration per bank.
  • Compatible withExcel, IDEA Data Analysis, Power BI, JSON APIs
  • Privacy firstPDFs deleted immediately after conversion.
  • Free to start5 free conversions/month. No credit card.

Frequently Asked Questions

Why is Xero the right format for due diligence?

Upload any bank statement PDF and generate a Xero-ready bank import CSV. Transactions can be uploaded directly into Xero for reconciliation without manual typing. For due diligence: compatible with Excel, IDEA Data Analysis, Power BI.

How does the Xero output support due diligence workflows?

Convert target company bank statement PDFs to Excel or JSON for systematic transaction analysis. Identify related-party payments, unusual patterns, and cash flow trends programmatically. The output includes consistent columns (Date, Description, Debit, Credit, Balance) across all 23 supported banks.

Which banks are supported for Xero for due diligence?

23 banks across 8 countries: HDFC Bank, ICICI Bank, State Bank of India, Axis Bank, Kotak Mahindra Bank, Chase, and more.

Is the Xero output compatible with Excel?

Yes — In Xero: Accounting → Bank Accounts → Manage Account → Import a Statement. Upload the generated CSV file and Xero will import all transactions for reconciliation.

How many conversions does a due diligence workflow typically need?

MintConvert's Starter plan ($9/month, 100 conversions) suits small practices. Pro ($19/month, 500 conversions) for mid-size firms. Scale ($49/month, unlimited) for large firms.