How do I convert an SBI bank statement to Tally Prime and Tally ERP XML?

Download your SBI bank statement as a PDF from SBI NetBanking (onlinesbi.sbi.in) or the YONO app. Upload the PDF to Doxify — AI extracts every transaction and creates a Tally Prime and Tally ERP-ready XML file in seconds. Import the XML via Gateway of Tally → Import → XML.

Does Doxify support SBI bank statement formats?

Yes. Doxify supports all SBI statement formats — savings accounts, current accounts, SBI salary accounts, and SBI Corporate Banking statements. The AI reads the SBI PDF layout and extracts all transactions accurately.

What is the maximum date range for an SBI bank statement download?

SBI NetBanking allows statement downloads for up to 12 months at a time. For longer periods, download in multiple batches and convert them separately with Doxify, or ask your SBI branch for a consolidated statement.

Is the SBI bank statement PDF password-protected?

SBI bank statements downloaded via NetBanking or YONO are not password-protected. However, if SBI emails you a statement, it may be password-protected using your date of birth (DDMMYYYY). Use Adobe Acrobat or any PDF unlocker to remove the password before uploading to Doxify.

Can I convert an SBI passbook to Tally XML?

If you have a scanned SBI passbook in PDF format, Doxify can attempt to extract transactions from it — though accuracy is lower for scanned images compared to native PDF bank statements. For best results, use the statement downloaded directly from SBI NetBanking.

Does the converted XML work with Tally ERP?

Yes. Doxify generates XML compatible with both Tally Prime and Tally ERP. Import it via Gateway of Tally → Import → XML in either version. Payment and Receipt vouchers are created automatically.

How long does it take to convert an SBI statement with 300 transactions?

Typically 15–30 seconds. Doxify processes up to 100 pages per conversion. A 300-transaction SBI statement usually spans 10–15 pages and converts in under 20 seconds.

SBI statement guide

State Bank of India statementto Tally XML.

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

State Bank of India is India's largest bank by assets and customer count, serving over 500 million account holders across 22,000+ branches. OnlineSBI (onlinesbi.sbi) provides statement downloads under 'My Accounts & Profile → Account Statement'. SBI statements come in multiple regional formats depending on the branch and platform — Doxify's AI handles all SBI variants, including passbook-style PDFs from older branch systems and multi-column formats from YONO, without any manual configuration.

Convert SBI statement Back to Doxify home

100 free pagesTally Prime + Tally ERPReview before export

01 / download

Start with a clean State Bank of India PDF.

Download your statement from SBI YONO / SBI NetBanking. These are the steps you will use before opening Doxify.

Open SBI YONO / SBI NetBanking

Log in to SBI NetBanking or YONO

Visit onlinesbi.sbi.in and log in with your username and password, or open the SBI YONO app on your phone. Both give access to your account statement.

Navigate to Account Statement

In SBI NetBanking, go to My Accounts → Account Statement (e-Statement). In YONO, tap Accounts → Account Statement. Select the account if you have multiple.

Download as PDF

Choose the start and end dates, select PDF as the download format, and click Download or Submit. The SBI statement PDF will be saved to your device.

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 State Bank of India 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 State Bank of India PDFs.

Practical answers before you start a conversion.

Ready when the PDF is

Convert your SBI 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

Also works with

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