Bank statement converter: PDF to Excel, CSV and Tally Prime
Command line interface for firm staff, scripts and AI agents to access practice data
Stage
Not given
Not given
Founded
2022
Not given
Based in
IN
US
Pricing model
Freemium
Not given
Pricing
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).
Not given
Key features
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
Cross-platform installation for macOS, Linux and Windows
Full-screen terminal application with home, work, clients and billing screens
Commands for clients, contacts, tasks, invoices, engagements, requests and messages
Operation search and execution with customizable fields
Agent sign-in with JSON output and approval workflows
MCP server integration with Claude, Codex, Cursor and VS Code
Approval system with exit codes and approval wait functionality
Service token support for CI environments
Tab completion for commands, fields and client names
What makes it different
Validates every row against running balance to catch errors
Processes data in browser with no server upload
Handles password-protected bank PDFs
Free tier includes Tally Prime export
Unified interface applying the same permissions and approvals across CLI, app, API and MCP
AI agents can access firm data while subject to approval workflows and firm policies
Integration with major AI coding platforms through MCP server support
StatementDock
Firmary