Statement Use Case
Account statement PDF API for customer statements
An account statement PDF API helps software teams turn statement HTML into finished PDFs for customers, finance teams, or internal systems. XeroPDF fits statement workflows where privacy-sensitive data is involved and teams want HTML-based templates, password-protected output, and asynchronous delivery through webhooks.
Common output
Statements
monthly or periodic summaries
Security control
AES-256
via PDF password support
Rendering model
HTML
reuses application templates
Rendered statement example
A real account statement rendered from HTML for customer delivery or protected export.
Why teams automate statement PDFs
Statements often summarize balances, transactions, usage, payments, or activity over a defined period. These documents are usually generated repeatedly, which makes HTML-to-PDF automation attractive for customer portals, finance products, healthtech summaries, or back-office operations.
- Reuse HTML templates already maintained in your application
- Batch-generate many statements on a schedule
- Protect statements with passwords before distribution
- Route generated statements into storage or messaging systems through webhooks
Typical statement controls
`pageRanges`
Useful when long statements need section-specific exports or partial regeneration.
`margins`
Control spacing for statement headers, footnotes, and branded layouts.
`password`
Protect statements that include customer identifiers, balances, or other sensitive information.
`webhookUrl`
Support scheduled or background statement generation workflows.
Example workflow
| Stage | Workflow action | Output |
|---|---|---|
| Data prep | Gather account activity and summary data for the period | Statement-ready dataset |
| Template render | Render HTML from your statement template | Branded statement HTML |
| PDF generation | Send HTML to `POST /v1/pdf` with optional password or webhook fields | Finished statement PDF |
| Distribution | Return, download, or route the statement | Customer or system delivery |