USE CASE — TAX FILING

ITR season without the data-entry backlog .

Every client hands you a stack of bank statement PDFs during filing season. BankXL converts them into clean Excel in 15 seconds, so you can reconcile income against Form 26AS/AIS and file faster — even during peak deadline crunch.

Try BankXL free See plans
Built for ITR & GST filing season
500+ banks supported
Free 50 pages/month
THE OLD WAY IS BROKEN

What people doing tax filing tell us they want to stop doing.

Stop manually retyping client statements every filing season
End the scramble to match bank credits against Form 26AS/AIS entries by hand
Skip formatting raw PDF text dumps from generic tools before you can even start
Stop asking clients for "the Excel" when all they have is the PDF
TAX FILING WITH BANKXL

Every scenario you deal with, streamlined.

Income reconciliation for ITR
BEFORE
Manually scan bank statements for salary credits, interest income, and other receipts to cross-check against 26AS/AIS.
WITH BANKXL
Convert to Excel, filter credits by narration keyword, and reconcile against 26AS/AIS in minutes.
Interest income capture
BEFORE
Search every page for "INT.PD" or "INTEREST CREDIT" entries to total interest income for Schedule OS.
WITH BANKXL
Filter the converted Excel by narration keyword to instantly total interest credits across the year.
Multiple clients during peak season
BEFORE
Each of 30+ clients sends a PDF; the team manually enters each one, falling behind during the July crunch.
WITH BANKXL
Bulk upload all client statements in one batch — conversions run in parallel, freeing the team to focus on filing.
Responding to a scrutiny notice
BEFORE
Retype a full year of transactions to prepare a response to an income tax notice.
WITH BANKXL
Convert the full year's statements to Excel in one pass and prepare your response with structured, verifiable data.
WHAT YOU GET

Everything tax filing needs.

Fast turnaround during filing deadlines
Convert a full year of statements in 15 seconds per file — critical when ITR and GST deadlines mean dozens of clients need processing in the same week.
Bulk conversion for multiple clients
Upload up to 50 statements in one batch during peak season. Each processes in parallel so your whole client backlog moves at once.
Every Indian bank supported
SBI, HDFC, ICICI, Axis, Kotak, PNB, BoB, Canara, IDFC, IndusInd, Yes, Federal, RBL, IDBI, AU SFB + 90 more.
CSV export for filing software
Export as CSV to import directly into ITR filing utilities or tax-prep tools that accept spreadsheet uploads.
Clean debit/credit separation
Every transaction is split into debit and credit columns automatically — makes income and expense categorization for filing much faster.
Client-safe by design
Files processed in memory, deleted after conversion. No data retention, no sharing with third parties.
"During July filing season I had 40+ clients each sending bank PDFs. BankXL let my team process all of them in an afternoon instead of a week."
S
Sanjay Mehta
Tax Consultant, Pune
FAQ

What people usually ask.

Can BankXL help reconcile income for ITR filing?

Yes. Converting the statement to Excel gives you a structured view of credits and debits that you can filter and cross-check against Form 26AS/AIS for income reconciliation.

Can I process many clients at once during peak season?

Yes. The Firm plan supports bulk upload of up to 50 statements per batch, especially useful during March and July filing crunches.

Does it help with GST filing too?

Yes — the same converted Excel works for GST turnover cross-checks. See our GST Audit use-case page for the reconciliation-specific workflow.

Does it work for old or scanned statements needed for scrutiny responses?

Yes. Scanned and image-based PDFs, including multi-year historical statements, are supported at 95%+ accuracy.

Is client data safe during filing season?

Yes. Files are processed in memory and deleted immediately after conversion — no long-term storage, no AI training on your data.

Can I try it before filing season?

Yes — 50 free pages every month, no credit card. Test it on a client statement to confirm accuracy before the season starts.

Related to your workflow:

For Tax ConsultantsFor Chartered AccountantsGST Audit GuideConvert to CSV

Start free. Convert a real statement.

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