BUILT FOR AUDITORS

Cross-check bank statements without retyping a single row .

Statutory and internal audits mean verifying hundreds of transactions against ledgers. BankXL converts client bank PDFs into structured Excel in 15 seconds so your team spends time on verification, not data entry.

Try BankXL free See plans
Used across statutory & internal audits
500+ banks supported
Zero data retention
THE OLD WAY IS BROKEN

What Auditors tell us they want to stop doing.

Stop manually transcribing bank statements before you can even start sampling
End version-control chaos from multiple team members re-typing the same PDF
Skip re-checking every row for typos introduced during manual entry
Stop losing a day of audit fieldwork time to formatting spreadsheets
THE AUDITORS WORKFLOW WITH BANKXL

Every scenario you deal with, streamlined.

Bank confirmation cross-check
BEFORE
Type out the client's bank statement by hand to compare against the bank confirmation letter, row by row.
WITH BANKXL
Upload the statement PDF → get a structured Excel → paste into your working paper and compare against the confirmation in minutes.
Transaction sampling
BEFORE
Scroll through a PDF, manually noting down transactions that meet your sampling criteria.
WITH BANKXL
Convert to Excel, filter/sort by amount or date, and pull your sample directly with formulas.
Multi-entity audit
BEFORE
A client with 5 subsidiaries means 5 different bank formats to manually key in separately.
WITH BANKXL
Bulk upload all 5 statements — each is normalized into the same column structure for consolidated review.
Related-party transaction review
BEFORE
Manually scan hundreds of rows looking for transfers to related entities.
WITH BANKXL
Export to Excel or JSON and use formulas or scripts to flag transactions above a threshold or to known counterparties.
WHAT AUDITORS GET

Everything a modern practice needs.

Structured, audit-ready Excel output
Every statement converts into a consistent column layout — date, narration, debit, credit, running balance, reference number — regardless of which bank issued the original PDF. Makes cross-client comparison and workpaper referencing straightforward.
Bulk conversion for multi-entity audits
Upload up to 50 statements in one batch — ideal for group audits with several subsidiaries or a client with multiple bank accounts.
Every Indian bank supported
SBI, HDFC, ICICI, Axis, Kotak, PNB, BoB, Canara, IDFC, IndusInd, Yes, Federal, RBL, IDBI, AU SFB + 90 more.
Scanned & old statements
Historical passbook scans and image-based PDFs for multi-year audits are handled at near-perfect accuracy.
JSON export for scripted checks
Export as JSON to run custom Python/Excel-VBA scripts for anomaly detection or related-party flagging.
Client-safe by design
Files processed in memory, deleted after conversion. Zero data retention — important for client confidentiality during fieldwork.
"During a group audit with four subsidiaries, we had all the bank data structured and cross-checkable in under an hour instead of a full day of manual entry."
P
Priya Nair
Audit Manager, Bengaluru
FAQ FOR AUDITORS

What Auditors usually ask.

Is BankXL suitable for statutory audits?

Yes. BankXL converts bank statement PDFs into structured data for your working papers — it doesn't replace professional judgment or audit procedures. Always verify the extracted data against source documents as part of your standard audit trail.

Can I convert statements from multiple subsidiaries at once?

Yes — the Firm plan supports bulk upload of up to 50 statements per batch, each normalized into the same column structure for easy consolidation.

Does BankXL retain client bank data?

No. Files are processed in memory and deleted immediately after conversion. Nothing is stored long-term or used to train AI models.

Can BankXL detect fraud or anomalies?

BankXL converts and structures data — it doesn't perform fraud detection itself. But structured Excel/JSON output makes it easy to apply your own analytical procedures, formulas, or scripts for anomaly detection.

What if a client statement is old or scanned?

BankXL handles scanned and image-based PDFs, including older passbook-style statements often needed for multi-year audits, at 95%+ accuracy.

Can I try it before using it on a live engagement?

Yes — the free plan includes 50 pages every month, no credit card required, so you can test output quality on a sample statement first.

Related to your workflow:

Bank Reconciliation GuideFor Chartered AccountantsSBI Statement ConverterBankXL vs Docsumo

Start free. Convert a real client statement.

50 pages every month, forever, no credit card. Upgrade only when your practice needs more.