Convert Bank Statement PDF to Tally (ERP 9 & Tally Prime)

To import bank statement transactions into Tally ERP 9 or Tally Prime: convert your PDF to CSV using Bank Statement Converter (free), then use Tally's Import of Data feature or a Tally import utility to load the transactions. Works with all major Indian banks — SBI, HDFC, ICICI, Axis, and Kotak.

Key Benefits

How It Works

  1. Step 1: Upload your Indian bank statement PDF to Bank Statement Converter
  2. Step 2: Select CSV output and download
  3. Step 3: Use a Tally import utility (Excel-to-Tally or ODBC connector) to load the CSV
  4. Step 4: Map Date, Narration, Debit, and Credit columns to Tally voucher fields

Frequently Asked Questions

Can I directly import a CSV into Tally ERP 9?
Tally ERP 9 and Tally Prime do not natively import CSV bank statements directly. You need a third-party import utility (Excel to Tally, Tally ODBC, or a custom XML import) to map the CSV columns to Tally voucher types.
What CSV format works best for Tally import utilities?
Most Tally import tools expect: Date (DD-MMM-YYYY or DD/MM/YYYY), Narration, Debit amount, Credit amount, and Balance. Bank Statement Converter's CSV output includes all these fields and is compatible with common Tally import tools.
Convert to CSV Free