Getting statement data into Tally

People searching for a bank statement to Tally XML converter usually have a folder of PDF statements and a TallyPrime company waiting for the entries. LedgerBox does not write Tally's XML import format. It does the harder half: reading the statement itself into verified rows you can hand to Tally's own import.

Convert a document All export formats

What you can do today

No Tally file

Export a CSV or Excel workbook. Map the LedgerBox columns in the Tally import screen. A specific Tally file is planned.

The layouts you would be mapping

CSV columns Excel columns

LedgerBox does not create a Tally file or connect to Tally. Use the available export method shown here.

Getting data into Tally today

Convert the statement in LedgerBox

Upload the PDF or scan, let the balances reconcile, and review anything that came back flagged. The verified rows are the same whichever accounting system they end up in.
Download the Excel workbook or CSV

Five columns: date, description, debit, credit, balance. The debit and credit columns are separate and positive, which is the shape a bank ledger import expects.
Import it through Tally's banking tools

TallyPrime imports bank statements from spreadsheet files through its own banking module, with the column mapping configured on Tally's side. Its reconciliation then works against the same balances LedgerBox already checked.

Import notes

Review the available spreadsheet option and the planned format checks.

Manual import

LedgerBox does not connect to Tally. Download the export file and import it in Tally.

Import column mapping

Tally defines its accepted columns. LedgerBox publishes its own export layouts. Complete the final mapping in Tally.

Planned format checks

LedgerBox will add the format after it can create and import the file in Tally. The transactions must import with the correct values.

Tally FAQ

Can LedgerBox convert a bank statement to Tally XML?

No. LedgerBox does not write Tally's XML import format. It converts the statement PDF into verified rows and exports them as Excel, CSV, or JSON, and Tally's own import handles the last step.

How do I get a PDF bank statement into TallyPrime today?

Convert the PDF in LedgerBox, download the Excel workbook or CSV, and use TallyPrime's bank statement import to bring the rows in, mapping the columns in Tally. The LedgerBox layouts are published, so the mapping is a one-time setup.

Will LedgerBox add a Tally export?

A Tally file is planned. LedgerBox will release it after the file imports with the correct transaction values.

Clean rows first, then import them anywhere.

Upload a document and download the export in under a minute. No card required.

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Available and planned export formats. See all thirteen, grouped