Convert first direct bank statement PDF to Xero
Turn your first direct PDF bank statement into a Xero-ready bank statement CSV. Accurate, secure, and ready for accounting in seconds. first direct is a branchless phone-and-app bank, and its statements are monthly PDFs covering up to 6 years of transactions via the app or Online Banking. There's no built-in spreadsheet export for statements, so converting the PDF is the practical route to Excel.
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- ✓ Every row balance-checked
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Convert your first direct statement
No signup for the free preview. Files are deleted after processing.
How to download your first direct statement as a PDF
- Step 1Open the first direct app and select the more-options button (three dots) on your account — or log in to Online Banking.
- Step 2Select 'Statements' (in Online Banking it's at the top right of your transactions page).
- Step 3Choose from your 3 most recent statements or pick a previous year.
- Step 4Use the download icon to save, print or send the PDF.
How to convert a first direct statement to Xero
- Download the PDFGet your first direct statement from online banking.
- Upload itDrop it into the converter above — single or multi-page.
- Download XeroA xero-ready bank statement csv, with date, description, amount and balance.
Frequently asked questions
How do I convert a first direct statement to Xero?
Upload your first direct PDF statement, and LedgerLift returns a Xero-ready bank statement CSV with date, description, amount and balance columns — usually in seconds.
Can I export my first direct statement to Xero?
Yes. first direct doesn't export to Xero directly, so download the statement as a PDF and convert it here — no manual copying.
How do I download my first direct statement as a PDF?
Open the first direct app and select the more-options button (three dots) on your account — or log in to Online Banking. Select 'Statements' (in Online Banking it's at the top right of your transactions page). Choose from your 3 most recent statements or pick a previous year. Use the download icon to save, print or send the PDF. Then upload it here.
Is it accurate?
Every statement is reconciled against its running balance, and any row we're unsure about is flagged for review rather than silently guessed.
Is my data secure?
Files are encrypted in transit and deleted automatically after processing. We never sell or share your financial data.
Which first direct accounts are supported?
Checking, savings and credit-card first direct statements in PDF format, including multi-page statements.