Convert Kotak Mahindra Bank statement PDF to Excel

Kotak Mahindra Bank statements from the Kotak app or net banking use a description column packed with UPI and transfer detail. StmtSnap is trained on the Kotak layout and splits description, reference and amounts into clean Excel columns.

Every upload returns Excel and CSV free, plus Tally XML, QuickBooks QBO and Zoho CSV on paid plans.

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Kotak statement columns StmtSnap parses

How to download your Kotak e-statement PDF

  1. 1Log in to Kotak Net Banking or open the Kotak mobile app.
  2. 2Go to Accounts → Account Statement → select the period.
  3. 3Download as PDF and note the PDF password if applied.
  4. 4Upload the PDF to StmtSnap and download your Excel file.

Kotak frequently issues 811 and savings statements with slightly different headers; StmtSnap normalises both into the same clean Excel structure.

The parsed data flows into the Tally XML and QuickBooks QBO exports unchanged, so the numbers reconcile across every format you download.

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

Is the Kotak converter free?

Yes. The free tier covers 15 pages a month with no card.

Does it work with Kotak 811 statements?

Yes. Kotak 811 and regular savings statements both parse into the same clean Excel layout.

Can I export the Kotak statement to Tally?

Yes. Tally ERP 9 / Tally Prime XML is generated alongside Excel on every plan.

Are password-protected Kotak PDFs supported?

Yes. Enter the password at upload; the raw PDF is never stored.

How accurate is Kotak parsing?

Each statement gets a confidence score, and text PDFs are checked against the running balance. Always review totals before you file — if a Kotak statement parses wrongly, email us the layout and we will fix it.

Reference: Kotak Mahindra Bank — official website

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