USE CASE — BANK RECONCILIATION

Reconciliation without retyping a single transaction .

Reconciliation itself — matching bank entries to your books — is the valuable part. Typing 300 rows from a PDF into Excel first is not. BankXL converts any bank statement into structured Excel in 15 seconds so you go straight to matching.

Try BankXL free See plans
Used for monthly & year-end reconciliation
500+ banks supported
Free 50 pages/month
THE OLD WAY IS BROKEN

What people doing reconciliation tell us they want to stop doing.

Stop retyping every debit and credit from the bank PDF before reconciliation can even start
End the manual scanning for the one missing entry that's throwing off your closing balance
Skip re-keying the same statement twice because of a typo the first time
Stop losing reconciliation day to formatting spreadsheets instead of actually matching entries
BANK RECONCILIATION WITH BANKXL

Every scenario you deal with, streamlined.

Monthly bank reconciliation
BEFORE
Download the bank PDF, type every transaction into Excel, then start matching against your ledger.
WITH BANKXL
Upload the PDF, get a formatted Excel with debit/credit split and running balance, and start matching immediately.
Finding the mismatch
BEFORE
Manually re-check each row against the ledger to find which transaction is missing or duplicated.
WITH BANKXL
With clean structured data, use Excel formulas (SUMIF, VLOOKUP) to instantly flag entries in the bank statement not present in the ledger, and vice versa.
Multi-account reconciliation
BEFORE
Each bank account means a separately-formatted PDF, typed up in a different layout each time.
WITH BANKXL
Every account converts into the same column structure regardless of bank — comparing three accounts side by side is straightforward.
Year-end reconciliation
BEFORE
Twelve monthly statements, each typed up separately, then manually combined into an annual view.
WITH BANKXL
Bulk upload all twelve statements — they convert in parallel into consistent columns you can stack into one annual sheet.
WHAT YOU GET

Everything reconciliation needs.

Structured output ready for formula-based matching
Every statement converts into the same column layout — date, narration, debit, credit, running balance, reference number — so you can drop in SUMIF/VLOOKUP/XLOOKUP formulas immediately instead of reformatting first.
Bulk conversion for multi-account or multi-month reconciliation
Upload up to 50 statements in one batch — ideal for reconciling several bank accounts or a full year of monthly statements at once.
Every Indian bank supported
SBI, HDFC, ICICI, Axis, Kotak, PNB, BoB, Canara, IDFC, IndusInd, Yes, Federal, RBL, IDBI, AU SFB + 90 more, all normalized to the same layout.
Running balance preserved
The closing-balance-after-transaction column carries through, so you can verify your reconciliation ties out to the statement's printed closing balance.
CSV export for accounting software
Export as CSV to import directly into QuickBooks, Zoho Books, Tally, or your reconciliation tool of choice.
Client-safe by design
Files processed in memory, deleted after conversion. Zero data retention.
"Reconciliation used to mean an afternoon of typing before I could even start matching. Now I upload the PDF and I'm reconciling within a minute."
N
Neha Kapoor
Bookkeeper, Ahmedabad
FAQ

What people usually ask.

Does BankXL do the reconciliation itself?

No — BankXL converts the bank statement PDF into structured Excel data. You (or your existing reconciliation process/software) still perform the actual matching against your ledger. What BankXL removes is the manual data-entry step that usually comes first.

Can I use the output directly in Excel formulas?

Yes. Because every statement converts into the same consistent column layout, you can use standard formulas (SUMIF, VLOOKUP, XLOOKUP) to compare bank data against your ledger without any reformatting.

What if I need to reconcile several bank accounts at once?

The Firm plan supports bulk upload of up to 50 statements per batch — useful for reconciling multiple accounts or business units together, each normalized to the same structure.

Does the running balance carry over so I can verify against the statement?

Yes — the balance-after-transaction column is preserved in the Excel output, so you can confirm your calculated closing balance matches what the bank printed.

Can I export directly to my accounting software?

Yes — export as CSV for tools like QuickBooks or Zoho Books, or as Tally XML for direct Tally Prime/ERP 9 import.

Is there a free way to try this?

Yes — 50 free pages every month, no credit card. Convert one of your real statements and see if it fits your reconciliation workflow.

Related to your workflow:

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Start free. Convert a real statement.

50 pages every month, forever, no credit card. Upgrade only when you need more.