UBI statement guide

Union Bank of India statementto Tally XML.

Convert any Union 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.

Union Bank of India was formed in 2020 through the merger of Union Bank, Andhra Bank, and Corporation Bank, making it India's fifth-largest public sector bank with over 120 million customers. Statements are available via the Vyom mobile app and the Union Bank internet banking portal. Union Bank PDFs include a running balance column alongside individual transaction amounts — Doxify cross-validates debit and credit amounts against the balance column to flag any inconsistencies before you download the XML.

100 free pagesTally Prime + Tally ERPReview before export

01 / download

Start with a clean Union Bank of India PDF.

Download your statement from Union Bank Internet Banking. These are the steps you will use before opening Doxify.

Open Union Bank Internet Banking
01

Log in to Union Bank Internet Banking

Visit unionbankonline.co.in and log in with your User ID and password, or open the Union Bank mobile app (Vyom). Both platforms give access to your account statements.

02

Navigate to Account Statement

In Internet Banking, go to Accounts and select View/Download Statement or Account Summary. In the Vyom app, tap Accounts → Statement of Account.

03

Download as PDF

Select your account, choose the date range for the period you need, select PDF as the format, and click Download or Print Statement. Save the PDF 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.

01

Upload PDF

Give Doxify the statement

Sign in and upload your UBI statement PDF. Files are processed in memory — never stored.

02

AI extracts

Transactions become reviewable

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

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 reads Union 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 Union Bank of India PDFs.

Practical answers before you start a conversion.

Ready when the PDF is

Convert your UBI statement now.

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

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Ready in 30 seconds · Tally Prime + Tally ERP compatible