Direct Tally Prime XML Import

Bank Statement Converter to Tally Prime

Convert any bank statement PDF to Tally Prime XML in 10 seconds and import directly into Tally — 100% accurate, no manual data entry. Works with SBI, HDFC, ICICI, Axis and all bank statement layouts.

Convert PDF statements from all supported banks directly to Tally Prime XML. Looking for Excel or CSV instead? Try our main bank statement converter or check pricing plans.

All Bank Layouts
100% Accuracy
10 Second Conversion

Send your statement straight into TallyPrime

Download the free Windows connector and push converted transactions straight into TallyPrime — mapped to your own ledgers, checked for duplicates in seconds.

BankStatementMagicConnector-Setup-4.5.exe · 27.9 MB · Windows 10 & 11

TallyPrime: F1 → Settings → Connectivity → TallyPrime acts as = Both, Port = 9000

Convert Your Bank Statement

Upload your PDF bank statement and convert it to Excel or CSV format

Your documents are 100% protected with encryption and auto-deleted 🔒🛡️✨

Drag & drop your bank statement PDF here

or click to browse files

Supports PDF files up to 50MB

Quick Answer

Converting a bank statement to Tally Prime takes three steps. Upload your bank statement PDF to Bank Statement Magic, and it reads through every line — date, particulars, debits, credits, and running balance — and then hands you back a ready Tally Prime XML file. Open Tally, head to Gateway of Tally → Import → Vouchers, pick that file, and the entries land straight in your books. No retyping, no copy-paste from PDF to ledger. It handles statements from SBI, HDFC, ICICI, Axis, BOI, IDFC and over 1,000 other banks, turns most around in under ten seconds at 100% accuracy, and your first conversion costs nothing.

Key Facts at a Glance

Input formatBank statement PDF (text or scanned)
Output formatTally Prime XML (also Excel, CSV, JSON)
Import methodTally Prime → Import → Vouchers
Supported banksSBI, HDFC, ICICI, Axis and all layouts worldwide
Accuracy100% verified
Conversion timeUnder 10 seconds
Data securityHTTPS encrypted, auto-deleted in 24 hours
PriceFree first conversion, no signup required

Watch the 2-minute tutorial

How to Convert a Bank Statement to Tally Prime

1

Upload bank statement PDF

Upload your bank statement in PDF format from any bank - every statement layout is supported.

2

OCR extracts all transactions

Our smart engine reads every transaction with 100% accuracy.

3

Auto-formats for Tally Prime

Transactions are automatically structured to Tally Prime requirements.

4

Send to Tally

Vouchers go in batches of 25 with a live progress count. Each batch is recorded before it is sent, so even a TallyPrime crash leaves an exact record of what landed.

5

Reconcile

Set bank dates on the imported vouchers, in bulk, from the connector’s Bank reconciliation grid — instead of walking them one at a time inside Tally.

Bank Statement Magic vs Other Ways to Get Statements into Tally

How our PDF-to-Tally converter compares with manual entry and generic PDF tools for getting bank transactions into Tally Prime.

FeatureBank Statement MagicManual Data EntryGeneric PDF Converter
Tally Prime XML outputYes — direct importNo — type each voucherNo — only Excel/CSV
Time for 100 transactionsUnder 10 seconds2–3 hours15–30 min + cleanup
Accuracy100%Error-proneMisaligned columns
Bank-specific formatsAll bank layouts auto-detectedN/AOften breaks
Scanned / password PDFsSupportedManualUsually fails
CostFree first, low plansStaff hoursVaries
ReconcileSupportedManualNot supported

Why Convert Bank Statements to Tally Prime?

Ask anyone who keeps books in India and they'll tell you the same thing: typing bank transactions into Tally Prime, line by line, is the part of the month nobody looks forward to. A busy ledger can swallow an entire afternoon, and one mistyped figure means hunting for it later when nothing reconciles.

A converter built for Tally Prime takes that job off your plate. It reads your statement PDF, arranges every transaction the way Tally expects to see it, and gives you back an XML voucher file you can import as-is. You stop typing, so the typos stop too, and your books actually tally when you're done.

Ours is made specifically for Tally Prime, not bolted on as an afterthought. It sorts entries into receipt and payment vouchers, keeps each narration intact so you don't lose the context behind a transaction, and works through multi-page statements on its own without you splitting files or running them in batches.

How to Import the Tally XML into Tally Prime

  1. Open Tally Prime and load your company.
  2. Go to Gateway of Tally → Import → Vouchers.
  3. Select the XML file you downloaded from Bank Statement Magic.
  4. Choose the bank ledger and confirm — your transactions import as vouchers instantly.

No add-ons or TDL required. The XML follows Tally's native import schema, so it works with Tally Prime and Tally ERP 9.

Who Uses Our Bank Statement to Tally Converter

  • Chartered Accountants & CA firms processing many client statements each month.

  • Accountants & bookkeepers doing monthly bank reconciliation in Tally.

  • Small businesses that want their bank entries in Tally without hiring data-entry staff.

  • Auditors who need clean, structured transaction data fast.

What Our Customers Say

Rated 5 out of 5

This bank statement magic is very helpful. Importing the bank data was a time-consuming manual process I would spend hours doing in Tally. I simply upload the statement, receive the clean Tally XML in seconds and import it directly. No errors, 100% mapping of transactions. The best tool I've been using for Tally XML conversion. Highly recommend.

Tushar Mittal
Rated 5 out of 5

Tried a few other converters before this one. Most of them do either corrupt the XML or forget to send any transactions. The Tally XML that is generated by Bank Statement Magic worked like a charm — it imported without any problems. Extremely precise and quick. This is definitely the best choice available to convert bank statement to tally.

Michael
Rated 5 out of 5

Last, but not least, a tool that really works for Tally. output is clean and Tally is able to process it the first time. Saved me so much time this month. This is the bank statement that you need if you have to convert it to Tally XML format. Easy, accurate and of the highest standard.

Tarun Patel

Frequently Asked Questions

Is the Tally Connector free?

Yes connector's free to download and use with your Bank Statement Magic account. You will use your plan's page allowance when converting statements as you would when converting on the website. So no additional fees are charged for the connector.

Will it double up the vouchers if I send a statement twice?

No. It first checks your rows against the vouchers already in TallyPrime, and against its own history of what it has sent. Send the same statement again, or a month that overlaps with another statement that you've sent, then it won't be added twice.

Are the data from my bank statement uploaded to your server?

The PDF is converted on the site, just as it is converted in your browser when you run any other conversion. Then the vouchers are sent directly from your PC to TallyPrime on 127.0.0.1. That traffic never leaves your machine and we never see your TallyPrime company.

What is the minimum and maximum TallyPrime version it supports?

6.x and 7.x. We have tested each release with TallyPrime 7.1 and 6.x is being used in the field.

Is it possible to create ledgers in tally?

Yes. Ledgers and voucher types can be simply generated directly from the mapping grid, and the connector can generate non-existent ledgers. New ledgers are under Suspense A/c, Bank is under Bank Accounts. Displays all the items before making any.

What do you do if TallyPrime ends in the middle of the send?

Vouchers are sent across in blocks of 25 and each block is recorded prior to sending. So then there was an exact record of what landed. Fix problems can check what an interrupted send put in, and duplicate check implies that completing the job won't duplicate it.

Can it reconcile bank dates?

Yes. The Bank reconciliation grid lists every bank line in the company with its bank date. Set or clear dates one at a time, or in bulk on whichever rows you select. It writes to Tally's own BANKERSDATE field.

Can it edit vouchers I typed into TallyPrime myself?

No, and that's Tally's rule, not something we chose. TallyPrime only accepts outside changes to vouchers it issued an ID for, which means the ones the connector sent. Anything you typed in Tally shows up labelled "Tally-only", and you edit or reconcile those inside TallyPrime.

Does it handle multiple companies?

Yes. It works with whichever company is open in TallyPrime, and one of the pre-flight checks confirms the company's open and readable before it writes anything. For a second company, switch company in Tally and send the next statement.

Does it handle multiple bank accounts?

Yes. Send each statement to its own bank ledger, then filter the reconciliation grid by bank ledger to work through them one at a time.

What if port 9000 is already in use?

Fix problems spots it and can move both TallyPrime and the connector to a free port in one click. It backs up TallyPrime's settings file first, and you can undo the change from the same window.

How do I update it?

The connector checks the published version each time it starts and tells you when a newer one's out. Download the latest installer from this page and run it over your existing install. Your settings and history stay where they are.

Windows says the file isn't safe. Is something wrong?

No. The installer isn't code-signed yet, so SmartScreen warns about it the way it warns about any new unsigned program. Click More info, then Run anyway. If you want to be sure you've got the file we published, check its SHA-256 against the one printed on this page.

Can I still get Excel or CSV?

Yes. Every conversion can still be downloaded as Excel or CSV. The connector sits alongside that.

How do I get help?

Start with Fix problems inside the connector. It runs 17 checks and has a searchable library of 43 known problems with numbered steps, and it saves diagnostics to a folder on your PC. If that doesn't sort it, email support@bankstatementmagic.com and attach the diagnostics.

Ready to convert?

Try it free - convert your first bank statement to Tally XML in 10 seconds.