How do I convert a Kotak Mahindra Bank statement to Tally Prime and Tally ERP XML?

Download your Kotak Bank statement as a PDF from Kotak Net Banking or the Kotak Mobile app. Upload it to Doxify — AI extracts all transactions and produces a Tally Prime and Tally ERP-ready XML file in under 30 seconds. Import via Gateway of Tally → Import → XML.

Does Doxify support Kotak Bank statement formats?

Yes. Doxify supports all Kotak Mahindra Bank statement formats — savings accounts (including 811 zero-balance accounts), current accounts, salary accounts, and Kotak credit card statements. No template configuration is required.

What is the maximum statement period I can download from Kotak Net Banking?

Kotak Net Banking allows you to download statements for up to 24 months. For older records, contact your Kotak Bank branch. Doxify handles up to 100 pages per conversion — for large date ranges, split into shorter periods.

Is the Kotak Bank PDF statement password-protected?

Kotak Bank statements downloaded via Net Banking are usually not password-protected. Emailed statements from Kotak may be protected — often with your PAN number or mobile number. Remove the password before uploading using Adobe Acrobat or a PDF unlocker tool.

Can I convert a Kotak 811 account statement to Tally XML?

Yes. Kotak 811 zero-balance account statements use the same PDF format as other Kotak savings accounts. Doxify reads the format accurately and extracts all transactions — UPI payments, card transactions, NEFT, RTGS, and more.

Does the Kotak Bank XML work with Tally ERP?

Yes. The XML file Doxify generates is compatible with both Tally Prime and Tally ERP. In either version, go to Gateway of Tally → Import → XML, select the downloaded file, and click Import. Payment and Receipt vouchers are created instantly.

How accurate is the conversion for Kotak Bank statements?

Doxify uses Claude AI to read Kotak Bank statements, achieving over 99% accuracy for standard Kotak formats. The preview screen lets you review every extracted transaction before downloading the XML — so you can verify accuracy and edit any line if needed.

Kotak statement guide

Kotak Mahindra Bank statementto Tally XML.

Convert any Kotak Mahindra Bank bank statement PDF into a Tally-ready XML file in under 30 seconds — without manual data entry. Works with Tally Prime and Tally ERP.

Kotak Mahindra Bank is one of India's fastest-growing private sector banks with over 40 million customers. Kotak Net Banking and the Kotak Mobile Banking app both offer PDF statement downloads. Kotak statements follow a clean tabular layout with consistent DD-MM-YYYY date formatting and include transaction reference IDs for all digital payments — one of the most consistently structured formats among Indian private banks, resulting in particularly high conversion accuracy on Doxify.

Convert Kotak statement Back to Doxify home

100 free pagesTally Prime + Tally ERPReview before export

01 / download

Start with a clean Kotak Mahindra Bank PDF.

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

Open Kotak Net Banking / Kotak Mobile Banking

Log in to Kotak Net Banking or Kotak Mobile app

Visit netbanking.kotak.com and sign in with your CRN and password, or open the Kotak Mobile Banking app (formerly Kotak 811). Both give access to your account statements.

Navigate to Account Statement

In Net Banking, go to Accounts and select Account Statement from the menu. In the Kotak Mobile app, tap Accounts, then select View Statement or e-Statement.

Download as PDF

Choose your account, set the date range for the period you need, select PDF as the format, and click Download. Save the file to your device before uploading to Doxify.

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

AI extracts

Transactions become reviewable

Claude AI reads the statement, extracts date, narration, debit and credit, then generates Tally-compatible XML.

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 reads Kotak Mahindra Bank and other bank statements without bank-specific templates.

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.

Confidential by default

Files are processed entirely in memory. Transaction data is not stored on Doxify's servers.

Hours back in your day

A 500-transaction statement that takes a day to enter takes Doxify under 30 seconds.

Simple annual pricing

Annual plans start at ₹99 per year. There are no per-conversion fees.

Answers

Questions CAs ask about Kotak Mahindra Bank PDFs.

Practical answers before you start a conversion.

Ready when the PDF is

Convert your Kotak statement now.

Join 1,000+ CAs who have stopped manually entering bank transactions. Your first 100 pages are free.

Try free — no credit card

Ready in 30 seconds · Tally Prime + Tally ERP compatible

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