How do I convert an IDBI Bank statement to Tally Prime and Tally ERP XML?

Download your IDBI Bank statement as a PDF from IDBI Net Banking. Upload the PDF to Doxify — the AI reads and extracts all transactions, generating a Tally Prime and Tally ERP-compatible XML in seconds. Import it via Gateway of Tally → Import → XML.

Does Doxify support IDBI Bank statement formats?

Yes. Doxify supports all IDBI Bank account statement formats including savings, current, and salary accounts. No bank-specific template is required — the AI understands the PDF layout automatically.

What date range can I download an IDBI Bank statement for?

IDBI Net Banking allows statement downloads for up to 12 months at a time. For older statements, visit your nearest IDBI branch or contact customer care. Doxify handles multi-page PDFs up to 100 pages per conversion.

Is the IDBI Bank statement PDF password-protected?

IDBI Bank PDFs downloaded from Net Banking are typically not password-protected. Email statements may be password-protected — use Adobe Acrobat or a similar tool to unlock the PDF before uploading to Doxify.

Does Doxify work with IDBI current account and OD account statements?

Yes. Doxify handles savings accounts, current accounts, and overdraft (OD) account statements from IDBI Bank. All credit and debit entries are correctly classified into Payment and Receipt vouchers for Tally.

Can I import the XML into Tally ERP instead of Tally Prime?

Yes. The XML generated by Doxify works with both Tally Prime and Tally ERP. Use Gateway of Tally → Import → XML in either version to import your IDBI Bank transactions.

How accurate is the IDBI Bank statement to Tally XML conversion?

Doxify achieves over 99% accuracy using Claude AI. Before downloading the XML, you can review every extracted transaction in the preview screen and correct any edge cases before importing into Tally.

IDBI statement guide

IDBI Bank statementto Tally XML.

IDBI Bank is a government-owned bank now managed under LIC, undergoing significant transformation since 2019. Its internet banking portal (idbi.com) and Go Mobile+ app support PDF statement downloads. IDBI Bank statements include a dedicated reference column alongside the narration field — carrying IMPS, NEFT, and RTGS transaction IDs — giving CAs a direct link between the Tally voucher and the originating bank transaction for reconciliation and audit purposes.

Convert IDBI statement Back to Doxify home

20 free pagesTally Prime + Tally ERPReview before export

01 / download

Start with a clean IDBI Bank PDF.

Download your statement from IDBI Net Banking. These are the steps you will use before opening Doxify.

Open IDBI Net Banking

Log in to IDBI Net Banking

Visit idbi.com and click on 'Net Banking' to access the login portal. Enter your User ID and Password. Alternatively, use the IDBI Go Mobile+ app on your smartphone.

Navigate to Account Statement

After logging in, click on 'Accounts' in the main menu and select 'Statement of Account' or 'Account Statement'. Choose the account for which you need the statement.

Download as PDF

Set your desired date range — select start and end dates. Choose 'PDF' as the output format and click 'Download' or 'Generate'. Save the statement file to your computer.

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 IDBI 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 IDBI 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 IDBI 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 IDBI statement now.

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

Try free — no credit card

Tally Prime + Tally ERP compatible · Review before import