🇨🇭 PostFinance Xero Integration Guide

Importar PostFinance en Xero - Guia

Proceso completo de conversion de PostFinance a Xero para contabilidad.

Switzerland's leading financial institution for payment transactions, owned by Swiss Post.

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Step-by-step: PostFinance → Xero

1

Download your PostFinance PDF statement

Log into your PostFinance online banking portal. Navigate to Accounts → Statements → and download the PDF for the transaction period you need.

2

Upload to EuroExtract

Log in to EuroExtract (or create a free account in 30 seconds). Drag your PostFinance PDF into the upload zone on your dashboard.

3

AI extracts your transactions

Our AI (DeepSeek + Gemini Vision) reads every transaction from your PostFinance statement — date, description, amount, IBAN, BIC, and payment reference. This takes 10–30 seconds.

4

Export as Xero format

Click the Export button, select Xero from the dropdown, and download your file. The A CSV formatted for direct import into Xero accounting software.

5

Import into Xero

Open Xero and use the file import/bank import feature to load your exported file. All transactions are automatically mapped — no manual reconciliation needed.

FAQs — PostFinance + Xero

Can I import PostFinance statements directly into Xero?
Yes. Use EuroExtract to convert your PostFinance PDF to Xero format, then import the exported file using Xero's Bank Import or Transaction Import feature.
What transaction fields are included in the Xero export?
The export includes: date, description, debit amount, credit amount, balance, IBAN, BIC, and payment reference — formatted specifically for Xero import.
Is this GDPR compliant for processing PostFinance data?
Absolutely. Your PostFinance PDFs are processed on EU servers and deleted immediately after conversion. No financial data is stored or shared with any third party.

Import PostFinance into Xero for free

3 free pages. No credit card. GDPR compliant.

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