How do I convert an Equitas SFB statement PDF to Tally XML?

Download the statement from Equitas Personal Internet Banking, upload the PDF to Doxify, review dates, narrations, debit and credit values, and ledger assignments, then export the reviewed Tally XML. Verify the imported vouchers against the source statement.

Where is Equitas SFB internet banking?

Equitas links its Internet Banking service from the official page. Use https://www.equitasbank.com/personal-banking/ways-to-bank/internet-banking/ and its current login link rather than an unofficial result or stored shortcut.

Can Equitas SFB provide a statement as PDF?

Equitas's official Internet Banking page says customers can view all accounts and email account statements. Confirm the format of the emailed file before conversion; if the current service provides a PDF download, save that source file, otherwise follow Equitas's official statement-delivery instructions.

What checks matter before an Equitas statement reaches Tally?

Confirm the account and period, compare every extracted row with the PDF, check debit and credit orientation, remove duplicates, and replace provisional or incorrect ledger names before exporting and importing.

Why should I review an Equitas SFB conversion before export?

Compare the extracted rows with the Equitas PDF, checking dates, narrations, debit and credit values, balances, and ledger assignments. Keep the bank-issued statement as the reference when resolving exceptions.

What should I do if Equitas changes its statement menu?

Follow the current links and labels on Equitas's official Personal Internet Banking page. If you cannot locate the service, contact Equitas through its official support channel instead of relying on an outdated third-party instruction.

Equitas SFB statement guide

Equitas Small Finance Bank statementto Tally XML.

Equitas Internet Banking lets customers view accounts and email statements. Confirm the emailed file format before conversion, then review the source in Doxify before Tally export.

Convert Equitas SFB statement Back to Doxify home

20 free pagesTally Prime + Tally ERPReview before export

01 / download

Start with a clean Equitas Small Finance Bank PDF.

Download your statement from Equitas Personal Internet Banking. These are the steps you will use before opening Doxify.

Open Equitas Personal Internet Banking

Start at Equitas's official Personal Internet Banking page and use the linked login. Confirm that the address remains on the official Equitas domain before signing in.

Find Account Statement or e-statement

After authentication, open account services or account details and look for Account Statement, Statements, or the email-statement service described by Equitas. Follow the current portal wording rather than an old screenshot.

Choose the account and period

Select the relevant account and dates, then check the account identity and transaction range shown by Equitas before requesting the file.

Export the source PDF

If the portal offers a direct PDF download, save the original file. If you receive an emailed account statement, confirm its file format before conversion rather than assuming the attachment is a PDF; follow Equitas's current instructions.

Official references

Check the current Equitas Small Finance Bank guidance.

These official bank pages are the source for current online-banking services. Menu names and statement options can change; follow the instructions shown by your bank.

Equitas Internet Banking

02 / convert

The PDF is only the beginning.

Doxify turns the statement into a reviewable working file, then gives you the XML your Tally company expects.

Upload PDF

Give Doxify the statement

Sign in and upload your Equitas Small Finance Bank statement PDF. Keep the bank-issued PDF available so you can compare it with the extracted transactions.

AI extracts

Transactions become reviewable

AI extracts transaction details into a reviewable list. Check dates, narrations, debit and credit amounts against the source PDF before export.

Export

Import into your Tally company

Download the XML, review the rows, and import through Gateway of Tally → Import → XML.

03 / control

Built for the part that still needs your judgment.

Automation handles the repetitive work. You keep the review, context and final say.

Bank-agnostic by design

Doxify is designed for statement PDFs from virtually any bank. Since layouts vary, review the extracted rows against your Equitas Small Finance Bank PDF before export.

Tally-ready output

Payment and Receipt vouchers are generated for Tally Prime and Tally ERP.

A reviewable middle step

See every extracted transaction and edit a line before you download anything.

Review before export

Compare the extracted transaction list with the bank-issued PDF and correct exceptions before creating the Tally file.

Less repetitive entry

Use extraction to reduce manual typing, while keeping an accountant-led check before the transactions reach Tally.

Page-based workflow

Keep the bank-issued PDF as your source record and review the extracted transactions before preparing the Tally import.

Answers

Questions CAs ask about Equitas Small Finance Bank PDFs.

Practical answers before you start a conversion.

Related accountant guides

Review the workflow beyond the PDF.

Bank statement to Tally XML: the complete workflow Review bank transactions before Tally import Map bank transactions to Tally ledgers

Ready when the PDF is

Convert your Equitas SFB statement now.

Review every extracted transaction against your source PDF before exporting. New accounts start with 20 free pages for 10 days.

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Tally Prime + Tally ERP compatible · Review before import