Bank statement converter: PDF to Excel, CSV and Tally Prime
Stage
Startup
Not given
Founded
2026
2022
Based in
AT
IN
Pricing model
Paid
Freemium
Pricing
Solo: US$12/month or US$120/year (US$10/month with 2 months free yearly); Bookkeeper: US$39/month or US$390/year (US$32.50/month with 2 months free yearly); Practice: US$99/month or US$990/year (US$82.50/month with 2 months free yearly). 14 days free trial on every plan, no card required.
Free: 10 pages a day, no card required. Starter: ₹69/month or ₹699/year (800 pages a month, bulk upload up to 10 files). Unlimited: ₹99/month or ₹999/year (unlimited pages with fair use policy, bulk upload up to 50 files).
Key features
Send Profit and Loss, Balance Sheet, Trial Balance, Executive Summary and other financial statements
Combine reports into PDF, Excel workbook, or individual CSV files
Schedule reports to send weekly, every two weeks, monthly or quarterly
Send to up to 20 recipients per schedule
Add comparison columns for previous periods
Filter reports by tracking category such as region or department
Custom cover page with company logo and colours
Encrypted storage of Xero access tokens
Send test reports before saving schedules
Converts PDF bank statements to Excel, CSV or Tally Prime XML
Validates each row against running balance
Processes PDFs in browser without uploading
Supports password-protected bank statement PDFs
Automatic bank detection
Bulk upload up to 50 files
Saved ledger rules
Supports 6 Indian banks
What makes it different
Automates what Xero cannot yet do itself—Xero has no built-in scheduled report emailing feature
Fresh figures pulled from Xero at send time, not from saved exports
Recipients need no Xero login or Reportpost account to open reports
Copy schedules between clients to save setup time
Financial data not stored—reports generated at send time only
Validates every row against running balance to catch errors
Reportpost
StatementDock