Stop emailing Excel templates to clients.
Collect bank transactions, expenses, customer lists and month-end figures from clients in the columns Xero and QuickBooks import, checked before they reach you.
Start free. No credit card required.
THE PROBLEM
Your clients have the information.
Getting it back in the right format takes work.
An Excel template gives clients control over the structure. By the time the file comes back, someone often needs to check it, correct it, and prepare it for the next step.
Dates both ways
03/04 is March in QuickBooks US and April in Xero UK and Australia, and one client file can mix both.
Amounts with extras
Currency symbols, CR and DR, and commas used as decimals all need fixing before a bank import accepts the file.
Columns that move
Clients add, rename and reorder columns, so every file needs mapping again.
Month-end chasing
Missing references and blank amounts turn up at month-end, when there's least time to chase them.
THE ALTERNATIVE
Define the structure once.
Let your client provide the data.
Import Builder gives you a spreadsheet-style workflow built around the exact information you need to collect.
Define
Create the columns your client needs to complete.
Send
Give your client a link or embed the workflow into your existing application.
Validate
Catch missing, invalid, or duplicate values before export.
Download
Download a clean CSV ready for your existing workflow.
ACCOUNTING & BOOKKEEPING
Anywhere you would normally send a spreadsheet.
Turn recurring client data requests into reusable CSV workflows.
Bank statements for Xero
Date, amount, payee and description in Xero's bank statement import columns.
Bank transactions for QuickBooks
The three or four columns QuickBooks Online's bank upload reads.
Customer and supplier lists
Contacts in the columns Xero imports, with emails and phone numbers checked.
Products and services
Item names, prices, income accounts and tax for QuickBooks Online.
Expense reports
Dates, suppliers, categories, amounts and tax from staff or clients.
New client onboarding
What to ask a new bookkeeping client for, and in what format.
Turn your client spreadsheet into a workflow.
If you send clients an Excel template for transactions, expenses or month-end figures, define the same columns here.
Clients enter rows directly, or upload a CSV and map its headers to yours.
Transaction DateDateValueAmountMerchantPayeeNarrativeDescriptionRefReferenceClient already has the bank export?
Let them upload it.
Clients can upload the CSV their bank or old software exports. Its headers are matched to Xero's columns, and dates or amounts Xero would reject are highlighted before the file reaches you.
Transaction Date, Value, Merchant, Narrative...
Date, Amount, Payee, Description, Reference
LESS CLEANUP
Catch problems before the data reaches your team.
Put your requirements into the workflow instead of relying on instructions hidden in an Excel template.
Required fields
Every transaction needs a date, an amount and a description.
Unique values
Mark account codes or invoice numbers unique, and repeats are flagged.
Dates and amounts
One date format per column, and amounts without currency symbols or comma decimals.
Dropdowns
Categories, tax codes or account types limited to the values your ledger uses.
EMBED IT
Put the workflow where your clients already work.
Send clients a link, or embed the form in your client portal. This is the Xero bank statement template, live: try typing $84.50 into Amount.
Share a link, or add the form to your own site with an iframe.
Your logo and brand colour on the form.
Set how many rows each form accepts, up to 1,000.
CSV processing happens in the browser.
Import Builder processes CSV data locally in the user's browser. Spreadsheet contents don't need to be uploaded to Import Builder simply to provide the editing and validation experience.
Templates for You
Replace your next client spreadsheet.
Define the columns, add your validation rules, and give clients a structured way to provide the information you need.
Common CSV problems for accountants
Learn how to avoid data issues when collecting financial information.