Three steps. About a minute.
No templates, no column mapping, no installing anything. Here’s exactly what happens from the moment you drop your statement.
Start converting- 1
Pick your bank & drop the PDF
Choose the bank, drop the statement. Password-protected and scanned PDFs work; reading starts straight away, in your browser.
- 2
Choose format, ledger & dates
Tally XML, Excel or JSON. Enter the bank ledger name as it is in Tally and the period you want. Missing ledgers can be created for you.
- 3
Download & import into Tally
Check the summary and any flagged rows, download the file, then Alt+O → Import → Transactions in Tally. Done.
Pick your bank and drop the statement
- PDFs up to 25 MB
- Password prompt for locked files
- Scanned pages detected automatically
Choose the format, ledger name and dates
- Ledger name remembered per bank
- From/To dates default to the full statement
- Optional company name and narration settings
Download and import into Tally
- Step-by-step guide for every format
- Vouchers numbered in sequence
- Statement’s own dates and narrations
What the statement engine does
The same five stages run for every bank, which is why a new statement format usually needs no code at all.
- 01
Read
Words and their positions come from the PDF’s text layer, or from OCR for scanned pages.
- 02
Understand the layout
Headers, columns and page furniture are recognised, even across multi-line headers and stitched pages.
- 03
Rebuild rows
Dates, wrapped narrations, references and amounts are assembled into clean transactions.
- 04
Verify
Each row is reconciled with the running balance; mismatches are corrected or flagged.
- 05
Export
Vouchers and any missing ledgers are written in the Tally format you chose.
Ready when you are
Grab last month’s statement and see it in Tally in a minute.