Extract the transactions
Upload the bank statement PDF and let Doxify identify dates, narrations, amounts, balances, and provisional ledger assignments.
The review step Tally imports usually miss
Replace Tally Ledgers Before Importing Your Bank Statement
Stop discovering bad ledger assignments after the import. Doxify lets you review the extracted transactions, replace Suspense Account entries with your Tally ledger names, and export the updated XML before it reaches Tally.
Review before export Any bank statement PDF XML + CSV options
Ledger review
3 replacements savedTransactionBeforeAfter
UPI / RAHUL TRADERSSuspense→Office Rent
NEFT / ACME SUPPLIESSuspense→Vendor Payments
SALARY / APRILSuspense→Staff Welfare
Applied before XMLReady to export
01 / workflow
Move ledger cleanup before the import.
A direct bank import can save data entry and still leave the repetitive work untouched. Doxify puts the mapping decision where it is easiest to review: before export.
Review the ledger assignments
See which rows need attention instead of opening every imported voucher one by one.
Replace the ledger names
Change Suspense Account or another generic assignment to the ledger used in your Tally company.
Export the updated file
Download XML or CSV with the reviewed assignments already applied to the transaction rows.
02 / why it matters
The problem is not the import. It is what happens after it.
When many bank entries land in Suspense Account, the import has only moved the manual work to a different screen. A reviewer still has to understand each narration, choose the right ledger, and repeat that work for every statement.
01
Generic ledgers hide the real work
A voucher in Suspense Account may be technically imported, but it is not ready for reconciliation, reporting, or client review.
02
Mappings belong next to the evidence
The statement narration and amount are easiest to interpret while the source rows are still visible—not after the rows have been split across imported vouchers.
03
The export should carry your decisions
Once a reviewer replaces a ledger in Doxify, the generated XML and CSV reflect that decision instead of asking the team to repeat it later.
03 / a closer look
A fictional statement, reviewed before export.
The example below is illustrative, not a customer statement. It shows the kind of mapping a CA can make while reviewing the extracted rows.
Fictional row 01
UPI / RAHUL TRADERS
Suspense Account→Office Rent
Fictional row 02
NEFT / ACME SUPPLIES
Suspense Account→Vendor Payments
Fictional row 03
SALARY / APRIL
Suspense Account→Staff Welfare
04 / questions
The details that matter before you start.
Yes. Review the extracted transaction rows in Doxify, replace Suspense Account or another generic ledger with the ledger name used in your Tally company, and then download the updated XML or CSV.
Ready for the next statement?
Review the work before it reaches Tally.
Start with 100 free pages, review the result, and choose the output that fits the next accounting task.
Review ledgers before export