Made for Indian Accountants

Bank statements to Tally-ready data. Instantly.

Upload any bank PDF or Excel. ProcessEdge parses, maps, and exports a clean Tally import file — no manual entry, no formatting headaches.

ProcessEdge v14
📄 SBI_April2025_Statement.pdf

Ready to convert · 2.1 MB

SBI_April2025_Tally.xml
342 transactions · Ready to import
↓ Download
25+
Indian banks supported
3
Simple steps to import
100%
Local — data stays on your PC
PDF·XLS·CSV
All formats accepted
Simple workflow

Three steps from statement
to Tally import

01
📤

Upload your statement

Drag and drop your bank statement — PDF, Excel, or CSV. ProcessEdge accepts files from all major Indian banks in their native formats.

02
⚙️

Auto-process & map

The engine detects your bank automatically, parses every transaction, and maps ledgers using your custom rules and narration cleanup settings.

03

Import to Tally

Download the Tally XML file and import directly into Tally Prime or Tally ERP 9. One click — hundreds of entries posted instantly.

What's inside

Everything your firm needs,
nothing you don't

Built for CA firms and finance teams who process statements every day. ProcessEdge removes the drudgery while keeping you in full control.

🔍

Auto Bank Detection

Upload and go. ProcessEdge identifies your bank's statement layout automatically — no manual selection required for most formats.

📦

Batch Processing

Process multiple files in one go. Upload statements from different banks, convert them all at once, and download or import to Tally in bulk.

📋

GSTR-2A to Tally

Dedicated GSTR-2A module to import purchase register data directly into Tally. Keep your ITC reconciliation accurate and current.

🗂️

Smart Mapping Rules

Define narration-based ledger mapping rules and templates per bank. UPI, IMPS, NEFT — each gets the right ledger, automatically.

🔒

100% Local Processing

Your files never leave your computer. ProcessEdge runs entirely offline — no cloud upload, no subscription server, no data risk.

🏦

All File Formats

PDF (including password-protected), Excel (.xlsx/.xls), and CSV — ProcessEdge handles every format your bank provides.

Bank coverage

Works with all major Indian banks

Optimised parsers for each bank's native statement format — because SBI and HDFC format their PDFs very differently.

State Bank of India
HDFC Bank
ICICI Bank
Axis Bank
Kotak Mahindra
Punjab National Bank
Bank of Baroda
Canara Bank
Union Bank
Yes Bank
IndusInd Bank
IDFC First Bank
Federal Bank
Bank of India
Central Bank

+ many more. Custom bank formats available on request.

Built for

Who uses ProcessEdge?

🏢

CA Firms

Handle dozens of client accounts efficiently. ProcessEdge batch-processes statements from multiple clients and banks — a firm's best time-saver.

📊

Finance Teams

Internal accounts teams at businesses that want clean, Tally-ready data every month without depending on manual entry or outsourcing.

🧾

Auditors & Accountants

Anyone who reconciles bank data against books regularly. ProcessEdge keeps the import clean and audit-ready, reducing correction rounds.

Questions

Common questions

Does ProcessEdge detect my bank automatically?

Yes. The app identifies supported bank layouts automatically from the file structure. You can also select the bank manually for full control, which is useful for less common formats.

What file formats are supported?

PDF (including password-protected PDFs), Excel (.xlsx and .xls), and CSV. ProcessEdge handles the native download formats from all major Indian banks.

Is my financial data safe? Does it go to a server?

Your data never leaves your computer. ProcessEdge is a desktop application that processes everything locally. No cloud upload, no external server — complete data privacy.

Does it work with Tally Prime and Tally ERP 9?

Yes, ProcessEdge exports standard Tally XML that imports cleanly into both Tally Prime and Tally ERP 9.

Can I process multiple bank statements at once?

Yes — the batch module lets you upload multiple files with different banks, process them all together, and download or import to Tally in one action.

What is the GSTR-2A module?

A dedicated tool to convert your GSTR-2A purchase register data into a Tally-importable format — keeping your ITC claims and purchase ledgers in sync with the GST portal.

Stop typing. Start importing.

Join CA firms and finance teams across India who save hours every month with ProcessEdge.

Get ProcessEdge →