01
Open IDFC FIRST Bank's statement guide
Use the official customer-care page linked below. It is the bank's official reference for downloading an account statement online and provides the current route for your account.
IDFC FIRST statement guide
IDFC FIRST Bank statementto Tally XML.
Use IDFC FIRST Bank's official “How to Download Your Account Statement Online” guide to obtain your PDF, then verify its rows before Tally import.
20 free pagesTally Prime + Tally ERPReview before export
01 / download
Start with a clean IDFC FIRST Bank PDF.
Download your statement from IDFC FIRST Bank account statement service. These are the steps you will use before opening Doxify.
Open IDFC FIRST Bank account statement service02
Sign in through the bank's official channel
Follow the sign-in instructions on the official page, authenticate with your own credentials, and select the account whose activity you need to export.
03
Request the statement download
Choose the statement or account-history option, select the required dates, and choose PDF if the bank offers it. Menu names and available export choices can vary as the bank updates its channels.
04
Validate the downloaded PDF
Open the file and check that transaction dates, narrations, amounts, and balances are legible and complete. Keep the original PDF as the source for your accounting review.
Official references
Check the current IDFC FIRST 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.
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 IDFC FIRST 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 IDFC FIRST 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 IDFC FIRST Bank PDFs.
Practical answers before you start a conversion.
Follow IDFC FIRST Bank's official account-statement guide, download the PDF, upload it to Doxify, inspect the extracted transactions and ledgers, and export the reviewed data as Tally XML for your Tally company.
Yes. IDFC FIRST Bank has an official customer-care page specifically titled “How to Download Your Account Statement Online.” Use that official reference because its instructions are maintained by the bank.
Verify the account identity, requested dates, page sequence, transaction date, narration, debit or credit amount, and balance fields where present. Compare totals with the bank channel before treating the extracted data as final.
Yes. Use the Doxify review step to inspect and replace provisional or incorrect ledger assignments before exporting. This is preferable to importing unresolved entries and cleaning them up later.
Open the target company in Tally Prime or Tally ERP, go to Gateway of Tally → Import → XML, select the reviewed Doxify file, and then check voucher counts and amounts against the source statement.
Use the current official IDFC FIRST Bank customer-care page and follow the labels shown for your account and channel. This guide does not assume a particular date limit, file password, or account type.
Related accountant guides
Review the workflow beyond the PDF.
Ready when the PDF is
Convert your IDFC FIRST 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 cardTally Prime + Tally ERP compatible · Review before import
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