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.
The XML is generated on every plan, including the free tier — there is no separate Tally plugin to install and no intermediate Excel clean-up.
What StmtSnap creates in Tally
- Payment vouchers for every debit (withdrawal) line
- Receipt vouchers for every credit (deposit) line
- Correct debit/credit mapping against your bank ledger
- Transaction date, narration and reference number on each voucher
- A single importable XML for the full statement period
How to import the XML into Tally
- 1Upload your bank statement PDF to StmtSnap and download the generated _tally.xml file.
- 2Open Tally Prime (or Tally ERP 9) on the correct company.
- 3Go to Gateway of Tally → Import → Vouchers (in ERP 9: Import Data → Vouchers).
- 4Select the StmtSnap _tally.xml file and confirm the bank ledger.
- 5Tally posts every Payment and Receipt voucher for the period.
StmtSnap's India-trained OCR 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, every format: Excel, CSV, Tally XML, QuickBooks QBO and Zoho CSV — generated together in about 30 seconds. Files are encrypted in transit and deleted within 24 hours.
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?
Yes. Tally XML is generated on every plan including the free tier (15 pages/month, no card).
Which banks can I export to Tally?
Any of the 145+ supported Indian banks, including SBI, HDFC, ICICI, Axis and Kotak.
Reference: Tally — Import vouchers documentation