Can I use the CSV or Excel file for review?

Yes. Both formats are designed for spreadsheet review, filtering, reconciliation work, audit working papers, and controlled client handoff.

Should I download CSV, Excel, or Tally XML?

Choose CSV or Excel when you need a reviewable table or analysis handoff. Choose XML when you want to import bank transactions as Payment and Receipt vouchers into Tally.

Does CSV conversion support every bank?

Doxify is designed to work with bank statement PDFs from virtually any bank through AI extraction, without relying on a fixed bank-template list. Unusual or damaged layouts may need review.

A reviewable export for work beyond Tally

Turn a Bank Statement PDF into a Clean CSV

Get structured rows you can review, reconcile, filter, and hand off. Doxify extracts transactions from bank statement PDFs and lets you check the data before downloading a CSV or Excel file.

Convert a statement to CSV Need Tally XML instead?

Review before export Any bank statement PDF XML + CSV options

statement_review.csv

reviewed rows

DateNarrationDebitCreditBalance

01-Apr-26UPI / RAHUL TRADERS12,500—82,400

03-Apr-26NEFT / ACME SUPPLIES—48,000130,400

05-Apr-26ATM CASH WITHDRAWAL8,000—122,400

5 columns ready for reviewCSV / Excel output

01 / workflow

From PDF rows to a working CSV.

CSV is useful when the next step is analysis, reconciliation, audit working papers, or a client handoff—not a direct Tally import. Doxify keeps that handoff structured and reviewable.

Start with the statement PDF

Upload the PDF you received from the bank. No fixed bank template is needed for the normal statement layouts Doxify supports.

Check the extracted columns

Review the Date, Narration, Debit, Credit, and Balance columns in the transaction preview.

Correct the rows that need it

Use the review step to catch unusual descriptions, page-break issues, or ledger assignments before the file leaves Doxify.

Download CSV or Excel

Export a clean five-column table for spreadsheet review, reconciliation, audit documentation, or a controlled client handoff.

02 / why it matters

A CSV that is ready for the next accounting task.

The value of CSV is not just changing a file extension. It is having consistent, reviewable columns that can move into a spreadsheet, reconciliation workbook, or audit file without retyping the statement.

Useful columns, not a screenshot

Work with Date, Narration, Debit, Credit, and Balance instead of copying text from a PDF page by page.

Built for review

Review the extracted rows before download so a CSV does not quietly become a second source of errors.

A different handoff from XML

Choose CSV or Excel for analysis and records. Choose Tally XML when the next step is importing Payment and Receipt vouchers into Tally.

03 / a closer look

A CSV preview for reconciliation work.

This fictional preview shows the row shape Doxify is designed to produce. It is an example of structure, not a promise that every bank uses the same narration format.

Date	Narration	Debit	Credit	Balance
01-Apr-26	UPI / RAHUL TRADERS	12,500	—	82,400
03-Apr-26	NEFT / ACME SUPPLIES	—	48,000	130,400

04 / questions

The details that matter before you start.

Both formats contain exactly five columns: Date, Narration, Debit, Credit, and Balance.

Ready for the next statement?

Review the work before it reaches Tally.

Start with 20 free pages, review the result, and choose the output that fits the next accounting task.

Convert a statement to CSV

Use the primary Tally XML workflow Learn how ledger replacement works Read about PDF to XML conversion Start a free CSV conversion