Ujjivan SFB statement guide

Ujjivan Small Finance Bank statementto Tally XML.

Choose the Ujjivan login shown for your account: Personal NetBanking or EZY NetBanking for Limited Users. Obtain your statement and review it in Doxify before Tally export.

20 free pagesTally Prime + Tally ERPReview before export

01 / download

Start with a clean Ujjivan Small Finance Bank PDF.

Download your statement from Ujjivan Small Finance Bank official website. These are the steps you will use before opening Doxify.

Open Ujjivan Small Finance Bank official website
01

Open Ujjivan SFB's official site

Go to ujjivansfb.in and choose the route shown for your account: Personal NetBanking or Ujjivan EZY NetBanking (Limited Users). EZY is not a universal login option; use only the bank's current sign-in route.

02

Open account services after signing in

Look for Statements, Account Statement, e-statement, or account details in the authenticated portal. The available label can depend on the banking channel and customer profile.

03

Set the account and statement period

Select the account and dates needed for your books. Check the account name or number and visible transaction range before requesting the download.

04

Save a PDF copy when offered

Choose PDF from the available export options and retain the original file. If only another delivery option is shown, follow Ujjivan's current instructions or request a PDF through an official support channel.

Official references

Check the current Ujjivan Small Finance 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.

01

Upload PDF

Give Doxify the statement

Sign in and upload your Ujjivan Small Finance Bank statement PDF. Keep the bank-issued PDF available so you can compare it with the extracted transactions.

02

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.

03

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 Ujjivan Small Finance 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 Ujjivan Small Finance Bank PDFs.

Practical answers before you start a conversion.

Ready when the PDF is

Convert your Ujjivan SFB statement now.

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

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Tally Prime + Tally ERP compatible · Review before import