Three steps, one statement
Upload the PDF
Drag in a bank statement from any of the 22 banks below. Text PDFs, scanned PDFs, images — and password-protected SBI statements (enter the password when prompted).
Review the extraction
Every transaction is parsed into Date, Narration, Debit, Credit and Balance. You review and edit before anything is exported — nothing goes to Tally unchecked.
Download Tally XML
Export a Tally-ready XML file (CSV included) and import it via Gateway of Tally → Import Data → Vouchers.
Banks we support today
These 22 banks have been tested end-to-end with real statement PDFs. Because conversion runs on AI document intelligence, statements from other Indian banks that follow a standard layout may also work — send us a sample and we'll confirm.
Review before you import — every time
Re-keying is where errors creep in, but so is blind automation. TallyPort sits in the middle: the extraction is automatic, and you get a preview screen to check the work before the file is created.
- Every row shows the source values — spot a wrong narration or amount and edit it inline.
- Your ledger mapping is remembered, so the same vendors and accounts categorize consistently across statements.
- Failed extractions don't count against your page quota — re-upload and try again.
Your statements, deleted after 7 days
Bank statements are the most sensitive files a CA firm handles, so the defaults are strict:
- Uploads are encrypted in transit and at rest.
- Statement files are automatically deleted from our servers after 7 days.
- Your data is never shared, sold, or used for model training.
Starting with a specific bank?
See the SBI statement guide — SBI PDFs are password-protected, so that page covers the password and the file format in detail.