RupeeDocs
Prepare bank statements for accounting software
Upload supported bank statements, UPI exports, Excel files, CSV files, or text-based PDFs. RupeeDocs opens a review workspace and downloads accounting-ready Excel, CSV, Tally XML, ITR summary, and cash-flow files for teams using Tally, Zoho Books, Busy, Marg, Vyapar, or other import workflows.
Statement converter
Upload your statement here
Choose one or many PDF, Excel, XLS, ODS, CSV, or TSV files. RupeeDocs parses them locally, opens a review workspace, and prepares the selected outputs.
Which accounting workflows this helps
Tally users can download Tally XML after ledger review. Other accounting tools commonly use structured CSV or Excel imports depending on their configured templates.
Why review comes before import
Bank narrations can be messy, UPI exports can overlap with bank statements, and transfers or tax payments may need specific ledger treatment before import.
Recommended output by software
Use Tally XML for Tally voucher workflows, CSV for software import templates, Excel for manual review, and cash-flow or ITR summaries for movement review.
Inputs that work best
Official Excel, XLSX, XLS, and CSV exports are usually most reliable. Text-based PDFs can work, password PDFs need the correct password, and scanned PDFs need OCR preparation.
FAQ
Can RupeeDocs import bank statements directly into Tally?
RupeeDocs can generate Tally XML from reviewed rows. Verify ledger names, voucher types, transfer entries, and tax treatment before importing into live Tally books.
Does RupeeDocs support Zoho Books, Busy, Marg, or Vyapar?
RupeeDocs prepares Excel and CSV files that can support many accounting import workflows, but each software has its own template and field requirements.
Can I use the same upload for Excel, CSV, and Tally XML?
Yes. RupeeDocs can create multiple outputs from the same reviewed transaction set, so the team does not need to repeat extraction for every format.
What if my statement includes UPI transactions from Google Pay or PhonePe?
RupeeDocs is designed for multi-source review. Strong overlaps can be grouped so totals are not inflated.