Convert any bank statement PDF to Tally XML

Re-typing a bank statement into Tally voucher by voucher is the slowest job in any Indian accounting practice. StmtSnap converts a bank statement PDF straight into a Tally ERP 9 / Tally Prime XML file, so the whole statement imports in a single step instead of hundreds of manual entries.

Tally XML is included on the Starter, Pro and Enterprise plans — there is no separate Tally plugin to install and no intermediate Excel clean-up. The free tier gives you Excel and CSV from the same upload.

Sign in to track your 15 free pages/month and save parse history.

Sign in

Drag & drop your bank statement PDF

or click to browse · Max 20 MB

What StmtSnap creates in Tally

How to import the XML into Tally

  1. 1Upload your bank statement PDF to StmtSnap and download the generated _tally.xml file.
  2. 2Open Tally Prime (or Tally ERP 9) on the correct company.
  3. 3Go to Gateway of Tally → Import → Vouchers (in ERP 9: Import Data → Vouchers).
  4. 4Select the StmtSnap _tally.xml file and confirm the bank ledger.
  5. 5Tally posts every Payment and Receipt voucher for the period.

StmtSnap reads UPI narrations, NEFT/RTGS references, cheque numbers and multi-line descriptions, so the narration on each Tally voucher stays meaningful for reconciliation later.

Because the export is deterministic, the same PDF always produces the same vouchers — useful when a practice splits data entry and review between two people.

One upload: Excel and CSV free, plus Tally XML, QuickBooks QBO and Zoho CSV on paid plans. Files are encrypted in transit and the PDF is never stored. Scanned PDFs are read by Google Gemini AI.

Frequently asked questions

Does StmtSnap support Tally Prime and Tally ERP 9?

Yes. The exported XML imports into both Tally Prime and Tally ERP 9 using the standard Import Vouchers flow.

Do I need a Tally plugin or TDL?

No. The file is standard Tally XML — you import it directly from Gateway of Tally. No plugin, add-on or TDL is required.

Are debits and credits mapped correctly?

Yes. Withdrawals become Payment vouchers and deposits become Receipt vouchers, mapped against your selected bank ledger.

Is the Tally export available on the free plan?

No. Tally XML is on the Starter, Pro and Enterprise plans. The free tier (15 pages/month, no card) gives you Excel and CSV.

Which banks can I export to Tally?

SBI, HDFC, ICICI, Axis and Kotak are tested; most other Indian bank PDFs work too.

Reference: Tally — Import vouchers documentation