Doxify for Chartered Accountants

Bank Statement to Tally XML with Ledgers Already Replaced

Doxify is designed for bank statement PDFs from virtually any bank. Convert them to XML or CSV for Tally Prime and Tally ERP, then review transactions and replace ledger assignments before export to help reduce post-import ledger cleanup.

20 free pages after signup. No credit card required.

Convert your first statement free · Compare annual plans

A clear, reviewable workflow.

Convert your bank statements in three easy steps.

  1. Upload your bank statement PDF

    Upload a bank statement from HDFC, SBI, ICICI, Axis, Kotak, Union Bank, Bank of Baroda, Canara, PNB, YES Bank, IndusInd, IDBI, Federal Bank, South Indian Bank, Karnataka Bank, or another bank.

  2. Review transactions and ledgers

    Doxify extracts dates, narrations, debits, credits, balances, and ledger assignments. Review and edit every row before export.

  3. Download Tally-ready XML or CSV

    Export Payment and Receipt vouchers for Tally Prime and Tally ERP, or download CSV for review and accounting records.

More time for the work that matters.

Doxify turns a bank statement PDF into structured transactions, then gives you a review step before you export Tally XML, CSV, or Excel.

  • Built for Tally workflows

    Generate import-ready XML for Tally Prime and Tally ERP with Payment and Receipt vouchers.

  • Review before export

    Inspect every extracted transaction and replace a ledger before downloading your final file.

  • Designed for many bank layouts

    AI-powered extraction is designed for statement PDFs from virtually any bank. Layouts and PDF quality vary, so review the extracted rows against the original.

  • Review before export

    Keep the bank-issued PDF as your source record and check extracted transactions before creating the Tally file.

  • Long statements supported

    Convert bank statement PDFs from one page up to 100 pages, depending on layout and processing load.

See the complete bank statement to Tally XML workflow

Start free, then choose the annual capacity that fits.

Every new account gets 20 free pages for 10 days. Paid annual plans start at ₹99 for 100 pages and go up to ₹4,999 for 10,000 pages.

See all Doxify plans and included features

Your bank is probably here.

Explore bank-specific instructions and choose the output that fits the next step: Tally XML, CSV, or Excel.

See the complete bank statement to Tally XML workflow · See the bank statement to Excel workflow

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Frequently asked questions

What is Doxify?

Doxify is an AI-powered bank statement PDF to Tally XML converter for Chartered Accountants, accounting firms and bookkeepers. It extracts dates, narrations, debits, credits and balances into structured data for Tally Prime and Tally ERP.

How do I convert a bank statement PDF to Tally Prime and Tally ERP XML?

Create a free Doxify account, upload a bank statement PDF, and start the conversion. Review the extracted transactions and ledger assignments, then download the import-ready Tally XML or the spreadsheet-friendly CSV or Excel file.

Which banks are supported?

Doxify supports bank statement PDFs from Indian and international banks, including HDFC Bank, State Bank of India (SBI), ICICI Bank, Axis Bank, Kotak Mahindra Bank, Bank of Baroda, Canara Bank, Punjab National Bank, YES Bank, IndusInd Bank and Union Bank of India. Its AI-powered extraction works without bank-specific templates.

Does Doxify support Tally Prime and Tally ERP?

Yes. Doxify generates Tally-compatible XML for both Tally Prime and Tally ERP. The output is structured for importing Payment and Receipt vouchers, so accounting teams can use the version of Tally already installed in their workflow.

How do I import the XML file into Tally?

Open your Tally company, choose the XML or transaction import option, select the Doxify file, and confirm the import. Doxify prepares the bank transactions as Payment and Receipt vouchers for Tally Prime and Tally ERP, allowing you to continue with your normal accounting and reconciliation workflow.

Is Doxify free to use?

Every new account gets 20 free pages for 10 days with no credit card required. After the trial, paid plans start at ₹99 per year for 100 pages and go up to ₹4,999 per year for 10,000 pages. Pricing is based on PDF pages, not the number of conversions.

How accurate is the bank statement to Tally XML conversion?

Doxify extracts transaction dates, narrations, debit amounts, credit amounts and balances from bank statement PDFs. Results can vary with PDF quality and layout, so review the transaction preview before downloading Tally XML, CSV, or Excel.

Is my client's financial data secure?

Keep the bank-issued PDF as your source record and review extracted results before export. See Doxify's Privacy Policy for details about data handling and retention.

Does Doxify support scanned or image-only bank statement PDFs?

Doxify supports bank statement PDFs downloaded from your bank. Scanned images and photographed statements are not supported.

Can Doxify process a 100-page bank statement PDF?

Yes. Doxify is designed to handle long bank statement PDFs, from one page up to 100 pages. Processing time depends on the PDF layout and current processing load.

Can I review and edit transactions before downloading the Tally XML?

Yes. Doxify provides a transaction preview so you can review extracted dates, narrations, debits, credits, balances and ledger assignments before downloading the final Tally XML, CSV, or Excel file. This keeps your accounting workflow under your control.

What vouchers and output files does Doxify generate?

Doxify generates import-ready Tally XML with Payment and Receipt vouchers and also provides CSV and Excel output with Date, Narration, Debit, Credit, and Balance columns for review or accounting records. The XML is compatible with Tally Prime and Tally ERP.

Stop entering data. Start advising clients.

Upload your next bank statement PDF and review the extracted transactions before export. Your first 20 pages are free.

Convert your first statement free · Contact Doxify support