How to Convert Bank Statement to Tally XML
Import bank statement in Tally Prime in 3 simple steps — from PDF to Tally Prime in under 60 seconds. Follow this step-by-step guide to convert bank statement to Tally XML effortlessly.
Upload Your Bank Statement
Upload your bank statement in PDF, CSV, or Excel format. MyTaxFlow supports all major Indian banks including SBI, HDFC, ICICI, Axis Bank, Kotak Mahindra, PNB, Bank of Baroda, and 100+ others. Simply drag and drop your file or browse to select it.
Supported input formats: PDF (digital and scanned), CSV, Excel (.xls, .xlsx). Maximum file size: 50MB.
AI Auto-Extracts All Transactions
Our AI-powered OCR engine automatically extracts every transaction from your bank statement with 99.9% accuracy. The system detects bank format, reads date, description, debit/credit amounts, and closing balance. You can review the extracted data, filter by date range, and make corrections if needed before export.
Download & Import into Tally Prime
Download your converted file in your preferred format:
- Tally XML — Directly import into Tally Prime and Tally.ERP 9 via Gateway of Tally. Automatic voucher mapping: debits become Payment vouchers, credits become Receipt vouchers.
- CSV — Clean comma-separated values for spreadsheet analysis or custom import.
- Excel — Formatted Excel file with auto-adjusted columns for easy reconciliation.
To import XML into Tally Prime: Gateway of Tally → Import Data → Select XML file → Done!
Pro Tips for Best Results
Use Digital PDFs
Digital PDFs (not scanned) give the best accuracy. If you have a scanned PDF, our OCR still works but ensure the scan is clear and legible.
Filter by Financial Year
Use the date range filter to extract only transactions relevant to your current financial year. This makes Tally import cleaner and faster.
Preview Before Export
Always preview the extracted data before downloading. Our preview tool lets you verify all transactions and make corrections if needed.
Start Converting Bank Statement to Tally Now
Join 10,000+ CAs who import bank statement in Tally Prime with MyTaxFlow. Free to start.
Convert Bank Statement to Tally XML Free