What vouchers does the XML contain?

Doxify prepares Payment and Receipt vouchers from the transaction rows identified in the statement, subject to the source data and your review.

Can I edit the extracted data before XML download?

Yes. Doxify provides a transaction review step so you can check the extracted values and replace ledger assignments before downloading XML or CSV.

Does the XML work with Tally Prime and Tally ERP?

Generated XML can be imported in any version of Tally Prime and any version of Tally ERP, based on Doxify's verified compatibility testing.

PDF input. Structured XML output.

Convert a Bank PDF to Reviewed XML

Turn the statement PDF you already have into structured, reviewable XML for Tally. Doxify extracts the transactions first, gives you a review step, and exports only after the rows and ledgers are ready.

Convert PDF to XML See the Tally import workflow

Review before export Any bank statement PDF XML + CSV options

Conversion pipeline

PDF → XML

PDF

Bank statement

→

ROWS

Review first

→

XML

Tally vouchers

Payment and Receipt vouchers ready for review

01 / workflow

A PDF-to-XML pipeline with a review checkpoint.

Direct conversion sounds simple until a PDF layout, narration, or ledger assignment is ambiguous. Doxify makes the extraction visible before you download the XML.

Upload the bank PDF

Start with the statement PDF from your bank. Doxify is built for bank-agnostic input rather than a small list of fixed templates.

Extract structured transactions

The conversion identifies dates, narrations, debit and credit values, balances, and voucher-relevant fields.

Review before export

Check the transaction rows and ledger assignments, especially where the source layout is unusual or confusing.

Download Tally-ready XML

Export reviewed Payment and Receipt vouchers for import into any version of Tally Prime or any version of Tally ERP.

02 / why it matters

The safer alternative to treating a PDF like a data file.

A bank PDF is designed for people to read, not for accounting software to trust blindly. The useful conversion is the one that exposes the extracted rows and gives the reviewer control before XML is generated.

Extraction comes before formatting

Doxify first identifies the transaction data inside the PDF, then prepares the XML structure. That keeps the review focused on the accounting rows.

XML carries the accounting handoff

The output is designed around Payment and Receipt vouchers so the file can continue into a familiar Tally import flow.

Review remains part of the product

Unusual, corrupt, or confusing PDFs may require attention. Doxify does not promise perfect extraction; it gives you a place to verify the result.

03 / a closer look

From a bank PDF row to an XML-ready voucher.

The pipeline below uses fictional data to show how a statement row becomes an accounting handoff without hiding the review step.

Source row

01-Apr-26 · UPI / RAHUL TRADERS

Reviewed assignment

Office Rent · Payment

XML handoff

Payment voucher ready

04 / questions

The details that matter before you start.

Yes. Upload the bank statement PDF, review the extracted transactions and ledger assignments, then download the reviewed XML for your Tally import flow.

Ready for the next statement?

Review the work before it reaches Tally.

Start with 100 free pages, review the result, and choose the output that fits the next accounting task.

Convert PDF to XML

Open the primary Tally XML landing page See ledger replacement before import Follow the Tally Prime import checklist Convert your first PDF free