— How it works
Bank statement to Tally XML in 6 steps.
No training needed. If you can drag a file, you can use TallyPort.
01
Upload Your Bank Statement
Upload your bank statement PDF to TallyPort.
02
Download Tally XML
TallyPort processes the statement and generates a Tally-compatible XML file ready for import.
03
Download & Import the TDL
Download the TDL file from TallyPort and load/import it into TallyPrime.
04
Load Your Tally XML
Import the generated XML into TallyPrime and bring your bank transactions into your company.
05
Customize Your Vouchers
Use TallyPort's TDL tools to quickly modify the imported transactions:
- Toggle Narration — show/hide or adjust narration
- Replace Ledger — replace the ledger assigned to transactions
- Narration Filter — filter transactions based on narration
- Change Voucher Type — change the voucher type for selected transactions
06
You're Ready
Review the converted transactions and continue your accounting workflow in TallyPrime.
— Demo
See TallyPort in action
A quick walkthrough of the six steps — from statement to TallyPrime.