Bank statement converter for CAs, accountants, and bookkeepers
Turn client bank-statement PDFs from Indian banks into CSV, Excel (XLSX), or Tally XML for the books. Preview the first page without signing in, unlock password-protected PDFs, and get 10 free pages on signup. Files are deleted within 24 hours.
What you use it for
More than one client PDF
The converter accepts more than one PDF in the same session. Each file can be up to 50MB. Password-protected statements can be unlocked with their password. A practice can work through a client's SBI, HDFC, and ICICI files one after another and download CSV, Excel (XLSX), or Tally XML per file.
Reconciliation in Excel or Tally
Export to CSV, Excel (XLSX), or Tally XML. The export carries date, description, debit, credit, and balance when the statement has them, plus account holder, account number, bank name, period, and opening and closing balances when the header has them. Reconcile in your sheet or import directly into Tally.
GST working papers
Use the CSV or Excel export as the bank side of the working papers for a GST period. Toolzy does not file the GST return. Posting, GSTR mapping, and the filing stay in the software you already use.
ITR preparation
The bank-statement converter produces CSV and Excel exports. A separate ITR agent reads Form 16, bank statements, and broker P&L for Assessment Year 2026-27, compares the old and new tax regimes, and prepares the computation. Filing the return is the step you take from that work.
Related tools: ITR agent, PDF extractor, Excel formula bot, and free developer tools.
Indian banks
Each bank page covers that statement's usual columns, the net-banking download, and the PDF password when the bank has published one.
Questions from practices
Which Indian banks can I convert for a client?
Upload the account-statement PDF. Pages on this site cover State Bank of India, HDFC Bank, ICICI Bank, Axis Bank, Kotak Mahindra Bank, Bank of Baroda, Punjab National Bank, Canara Bank, Union Bank of India, IDFC FIRST Bank, YES Bank, and IndusInd Bank. Password-protected PDFs are supported, and you can preview the first page without signing in.
Can I convert several statements in one sitting?
Yes. Add more than one PDF in the Bank Statement Converter. You can preview the first page without signing in. New accounts get 10 free pages by default, then conversion is 1 credit per page. Export to CSV, Excel (XLSX), or Tally XML.
Will this file my client's GST return or ITR?
The converter gives you CSV, Excel, or Tally XML for the books and for GST working papers. It does not file GSTR. The ITR agent is a separate tool for AY 2026-27 preparation from Form 16, bank statements, and broker P&L. You file the return from that preparation.
How do I open the export in Excel or Tally?
Download directly as Excel (XLSX), CSV, or Tally XML. Excel files open in Microsoft Excel or Google Sheets without import steps, and Tally XML imports directly. Compare rows with the PDF before you post. Toolzy does not publish an accuracy rate for the extraction.
Can I delete a client's statement after I download the results?
Yes. Files and extracted data are permanently deleted within 24 hours (or 1 hour / 6 hours if chosen in settings). Removing a file deletes that job from your account immediately. See the privacy policy for details.
What if the client's PDF asks for a password?
Password-protected PDFs are supported directly. Enter the statement password when prompted; it is used in server memory to unlock the file and is never stored or logged. You can also preview the first page before signing in.
Convert a client statement
PDF in, CSV, Excel (XLSX), or Tally XML out. Preview the first page without signing in, get 10 free pages on signup, and 1 credit per page after. Password-protected PDFs are supported, and files are deleted within 24 hours. Compare the export with the PDF before you post it. Privacy policy.