01
Log in to YES Online Net Banking
Visit yesbank.in and click on 'Net Banking' in the top menu, or open the YES Pay mobile app. Enter your Customer ID and password to log in securely.
YES statement guide
YES Bank statementto Tally XML.
YES Bank is a full-service private sector bank serving over 3.5 million customers with a strong focus on retail and MSME banking. YES Online Net Banking and the YES Pay mobile app both offer PDF statement downloads for up to 12 months. YES Bank statements use a clean three-column layout (date, narration, debit/credit/balance) that is well-structured for AI extraction — Doxify consistently achieves above-average accuracy on YES Bank statement conversions across both savings and current accounts.
20 free pagesTally Prime + Tally ERPReview before export
01 / download
Start with a clean YES Bank PDF.
Download your statement from YES Online Net Banking. These are the steps you will use before opening Doxify.
Open YES Online Net Banking02
Navigate to Account Statement
Click on the Accounts tab in the top navigation. Select 'Account Statement' or 'Download Statement' from the dropdown menu. Choose the account for which you need the statement.
03
Download as PDF
Select your desired date range (up to 12 months at a time). Choose PDF as the output format and click Download. Save the statement file 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
Sign in and upload your YES 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 YES 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 YES Bank PDFs.
Practical answers before you start a conversion.
Download your YES Bank account statement as a PDF from YES Online Net Banking. Upload the PDF to Doxify — the AI extracts all transactions and produces a Tally Prime and Tally ERP-compatible XML in under 30 seconds. Import it into Tally Prime or Tally ERP via Gateway of Tally → Import → XML.
Yes. Doxify supports all standard YES Bank statement formats — savings accounts, current accounts, and salary accounts. The AI reads the PDF like a human so no special template configuration is needed.
YES Online Net Banking lets you download statements for up to 12 months at a time. For older periods, request the statement from your YES Bank branch. Doxify handles multi-page PDFs up to 100 pages per conversion.
YES Bank PDFs downloaded from Net Banking are generally not password-protected. If you received a statement via email that is password-protected, unlock it using Adobe Acrobat or a PDF password-removal tool before uploading to Doxify.
Yes. Doxify processes both savings and current account statements from YES Bank. All debit and credit transactions are extracted accurately and classified into Payment and Receipt vouchers for Tally.
Yes. The XML generated by Doxify is compatible with both Tally Prime and Tally ERP. Go to Gateway of Tally → Import → XML in either version to import your YES Bank transactions.
Doxify uses Claude AI to read YES Bank statements with over 99% accuracy. You can review every extracted transaction in the preview screen before downloading the XML, letting you catch any edge cases before importing.
Related accountant guides
Review the workflow beyond the PDF.
Ready when the PDF is
Convert your YES 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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