Parse bank statements into clean accounting data
Detect the bank, extract transactions, and export structured statement data for reconciliation, bookkeeping, and finance operations.
Accepts PDF and Excel statement uploads, including password-protected files
Auto-detects banks, balances, transaction dates, and statement structure
Exports to CSV, MCS, and Tally XML for downstream accounting workflows
Related workflows
Page overview
How this workflow fits into the OneBooks GST+ platform
Upload PDF or Excel bank statements, auto-parse transactions, review clean summaries, and export structured data for accounting and reconciliation. This page focuses on the specific workflow, audience, and outputs available in OneBooks GST+ so visitors can compare this capability with the rest of the platform before signing up or requesting help from the team.
Use the related workflow links, pricing section, and FAQ content below to understand where this feature fits, what kind of user it is built for, and which downstream exports or actions are available after the workflow is complete.
Best fit for
Accounting teams, finance operators, and GST service providers
Bank Statement Automation
A simple, reliable flow to upload, parse, and export statements in minutes.
Upload Statement
Upload PDF or Excel bank statements (password-protected supported). We securely process files and track page usage automatically.
Auto-Parse & Review
We detect the bank, extract transactions, balances, and dates. Review a clean summary and verify entries in seconds.
Export & Sync
Export statement data in CSV/MCS or Tally XML formats to reconcile faster and keep accounting records up to date.
Export Formats:
No credit card required • Trial available on eligible plans
Choose the Perfect Plan
Free trial available on eligible plans. No credit card required
Need a custom plan? Contact our sales team
Frequently Asked Questions
Everything you need to know before getting started.
We support Amazon, Flipkart, Meesho, Myntra, AJIO, JioMart, Snapdeal, GlowRoad, LimeRoad, Shop101, Nykaa, and more. We also support direct GSTR1 Excel uploads and B2B/B2C manual file uploads — so any seller can get started regardless of their platform.
Still have questions? Visit our Support page or reach us directly.
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