Question 1

What is Doxify?

Accepted Answer

Doxify is an AI-powered online tool that converts bank statement PDFs into Tally Prime and Tally ERP 9-ready XML files instantly. Designed for Chartered Accountants and accounting firms in India, it eliminates manual data entry by automatically extracting all transactions — dates, narrations, debits and credits — from any bank statement PDF.

Question 2

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

Accepted Answer

Sign up for a free account, upload your bank statement PDF on the converter page, and click Convert. Within seconds you get a Tally Prime-compatible XML file. Import it into Tally Prime using Gateway of Tally → Import → XML and all your vouchers are created automatically.

Question 3

Does Doxify work with Tally ERP 9?

Accepted Answer

Yes. Doxify generates XML in a format compatible with both Tally Prime and Tally ERP 9. You can import the downloaded XML file into either version using Gateway of Tally → Import → XML.

Question 4

Which banks are supported by Doxify?

Accepted Answer

Doxify supports all 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, Union Bank of India, and hundreds more. Since it uses AI to read PDFs like a human, no bank-specific templates are needed.

Question 5

How do I import the XML file into Tally Prime?

Accepted Answer

Open Tally Prime and go to Gateway of Tally → Import → XML. Select the downloaded XML file and click Import. Tally Prime will automatically create Payment and Receipt vouchers for every transaction. The entire import takes under a minute.

Question 6

Is Doxify free to use?

Accepted Answer

Every new account gets 100 free pages for 10 days — no credit card required. After your free trial, paid plans start at ₹99 per year for 100 pages, going up to ₹4,999 per year for 10,000 pages. Pricing is based on PDF pages, not per conversion.

Question 7

Is my client's financial data secure?

Accepted Answer

Yes. Your files are processed entirely in memory and are never stored on Doxify's servers. No transaction data is retained after conversion is complete. Doxify is built with client data privacy as a core principle.

Question 8

How accurate is the bank statement to Tally XML conversion?

Accepted Answer

Doxify uses Claude AI — one of the most capable AI models available — to extract transactions. Accuracy exceeds 99% for standard bank statement formats. You can review a preview of all extracted transactions before downloading the XML.

Question 9

What is the difference between Doxify and manual data entry in Tally?

Accepted Answer

Manual data entry in Tally for a 500-transaction bank statement can take 4–8 hours and is prone to errors. Doxify converts the same statement in under 30 seconds with over 99% accuracy — saving CAs hours of repetitive work and eliminating data entry errors.