BUILT FOR CHARTERED ACCOUNTANTS

The bank-statement workflow 1,200+ Indian CAs trust every day.

Stop typing SBI, HDFC and ICICI statements into Excel by hand. BankXL converts any Indian bank PDF into clean Excel or Tally-import-ready XML in 15 seconds — with the accuracy and audit trail your practice needs.

Try BankXL free See plans
1,200+ CAs onboard
Trusted for FY audits
500+ banks supported
THE OLD WAY IS BROKEN

What CAs tell us they want to stop doing.

Stop retyping SBI passbooks row by row for GST reconciliation
Skip the manual voucher entry for every client's HDFC statement in Tally
End the "which page did I miss?" checks on 50-page ICICI e-statements
Get juniors off bank data-entry and back on real work
THE CAS WORKFLOW WITH BANKXL

Every scenario you deal with, streamlined.

Monthly reconciliation
BEFORE
Download client PDFs → open Excel → type 200-500 rows → fix formatting → reconcile.
WITH BANKXL
Upload PDFs to BankXL → download formatted Excel with color-coded debits/credits + summary sheet → reconcile.
Tally import at year-end
BEFORE
Manually create receipt/payment vouchers for every transaction on every bank statement.
WITH BANKXL
Upload → export as Tally XML → import into Tally with Ctrl+I. Vouchers land automatically.
GST audit for a new client
BEFORE
Get 12 months × multiple banks × hundreds of rows. Team spends 2-3 days on data entry alone.
WITH BANKXL
Bulk upload all statements → convert in parallel → analyse categorised data on day one.
Loan-scoring / DSCR analysis
BEFORE
Type debit-credit patterns into Excel by hand, hope you didn't miss a big transaction.
WITH BANKXL
Convert to CSV or JSON. Every UPI, NEFT, IMPS captured with reference numbers intact.
WHAT CAS GET

Everything a modern practice needs.

Tally XML export (Prime & ERP 9)
One-click export produces a Tally-import-ready XML with proper receipt / payment vouchers, correct date format, and reference numbers preserved as narrations. No plugin, no TDL, no third-party add-on — uses Tally's built-in Ctrl+I import.
Bulk conversion for firms
Upload up to 50 statements in one batch. Each runs in parallel, results land in your dashboard as they finish. Perfect for month-end, quarterly audit season, or a new client onboarding.
Every Indian bank supported
SBI, HDFC, ICICI, Axis, Kotak, PNB, BoB, Canara, IDFC, IndusInd, Yes, Federal, RBL, IDBI, AU SFB + 90 more.
Scanned PDFs too
Old passbook scans, faxed statements, image-based PDFs — AI reads them all at near-perfect accuracy.
Team seats
Firm plan: 5 team seats included. Shared usage, shared history, one subscription.
Client-safe by design
Files processed in memory, deleted after conversion. Zero data retention. Nothing shared with third parties.
"I used to spend two hours retyping every client's SBI and HDFC statements. BankXL does it in twenty seconds. Honestly the best money I spend each month."
R
Rajesh Agarwal
Chartered Accountant, Delhi
FAQ FOR CAS

What CAs usually ask.

How is BankXL different from generic PDF-to-Excel tools like iLovePDF or Smallpdf?

Generic tools extract every visible block of text — you get raw tables you then have to re-format for hours. BankXL is purpose-built for bank statements: it detects the bank, splits debit/credit into separate columns, preserves running balance, drops junk rows like "BROUGHT FORWARD" and "OPENING BALANCE", and can export to Tally XML directly. What takes 45 minutes of Excel cleanup with generic tools takes 15 seconds with BankXL.

Which Indian banks are supported?

All the ones you work with: SBI, HDFC, ICICI, Axis, Kotak, PNB, Bank of Baroda, Canara, IDFC First, IndusInd, Yes Bank, Federal, RBL, IDBI, AU SFB, and 90+ others. Also international banks (Chase, BoA, Wells Fargo, HSBC, DBS) if you handle NRI or export clients.

Can I use it for Tally import?

Yes — this is why most CAs subscribe. BankXL exports Tally XML that imports cleanly into Tally Prime or Tally ERP 9 via the built-in Ctrl+I import. Receipts and payments are created as proper vouchers with reference numbers preserved as narrations. See our /convert/bank-statement-to-tally page for details.

Is there a Firm plan for CA offices?

Yes. The Firm plan is ₹4,999/month for 8,000 pages, 5 team seats, bulk upload (up to 50 files at once), and white-label Excel with your firm name in the summary sheet. Perfect for medium firms with articles and partners sharing the workload.

What about data privacy? My clients trust me with their bank data.

Files are processed in memory and deleted immediately after conversion. Nothing is written to disk long-term. We don't train AI on your data or share it with anyone. If you need extra assurance, we can provide a DPA — email support@banlxlai.com.

What if my client's statement is password-protected?

Remove the password once using Adobe Reader or any PDF viewer (File → Print → Save as PDF works), then upload. BankXL processes the unlocked file. This is the standard flow — Reserve Bank of India rules mean bank statements often come password-locked, so every CA we work with is used to this step.

Can I try it before committing?

Yes. Free plan is 50 pages every month, no credit card. Convert 2-3 typical client statements to see the output quality for yourself before deciding on a paid plan.

Is BankXL an ICAI-approved tool?

BankXL is a productivity tool — it converts PDFs to data. ICAI doesn't certify converters. What matters for your practice is accuracy (99.5%+ on digital PDFs, 95%+ on scans) and data safety (zero retention). Always review the extracted Excel before finalising audit workpapers, as you would with any input.

Related to your workflow:

Bank Reconciliation GuideFor AuditorsHDFC Statement ConverterBankXL vs Nanonets

Start free. Convert a real client statement.

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