How it works
- Download the statement PDF from your net banking (the system-generated one, not a scan).
- Drop it above. If it is locked, type its password.
- Check the rows on the screen, then click Download Excel.
Post it into Tally instead of typing
An Excel file still has to be entered into Tally. Synergy Tally Connector reads the same PDF on your computer, lets you pick a ledger for each entry, and posts them all into TallyPrime with one click — free.
Questions
Is my bank statement uploaded anywhere?
No. The PDF is read inside your own browser, on your computer. Before reading, the page asks us for a one-time permission that carries only a code worked out from the file — a code that cannot be turned back into the statement. No page, number or name from your statement is sent to us or to anyone else.
Which PDFs does it read?
The system-generated statement you download from net banking — the kind where you can select the text. It is tested on statements from SBI, HDFC, ICICI, Axis, Kotak, Bank of Baroda, Bank of India, IDBI and IDFC First, and is still in beta. Scanned statements and photos are not read; download the statement again from net banking instead.
My PDF has a password. What do I do?
Type the password when the page asks. Banks often use your date of birth or part of the account number. The password is used only in this browser to open the file and is kept nowhere.
What is in the Excel file?
A Statement sheet with one row per transaction — date (as a real date), narration in full, cheque or reference number, withdrawal, deposit and balance — followed by the bank's other columns exactly as printed, such as the value date. A Details sheet shows the bank, the period, the totals and how many rows agree with the running balance. A row that does not add up is marked, with the reason.
Is it really free?
Yes. No sign-up, no account, no limit you will meet in normal use, and no watermark.
Can the entries go straight into Tally?
Yes, straight from the PDF — no need to turn it into Excel first. Synergy Tally Connector, our free Chrome extension, reads the same PDF (or the bank's Excel) on your computer, lets you check every entry and pick ledgers, and posts them into your TallyPrime — no XML file and no import screen.
Can I just send the PDF on WhatsApp?
Yes. Send the statement PDF from net banking to our WhatsApp, +91 96387 51010, and the Excel comes back in about a minute, free. This way the file does come to us: the PDF and the Excel are deleted from our computer as soon as the Excel is sent. A locked PDF: we ask for the password, use it once and keep it nowhere.
The PDF was not read correctly. What now?
Tell us on WhatsApp at +91 96387 51010. The extension can save a copy of the PDF with every amount, name and number replaced, so you can show us the layout without your data; the next update will read it.