What kind of PDFs are supported?

Text-based statement PDFs work today — the kind you download directly from your bank. Scanned or photographed statements need OCR, which is coming soon.

Is my financial data secure?

Files are processed privately and are never shared or sold. Uploads are kept only as long as needed to produce your export.

Which banks does it work with?

A generic parser handles most common statement layouts. Bank-specific templates for major banks are on the roadmap to push accuracy even higher.

What formats can I export?

Both CSV and Excel (XLSX). Every export reflects any edits you make in the review table.

Can I fix incorrect rows?

Yes. Every extracted row is editable inline before export, and a confidence score flags anything worth a second look.

OFX to Tally XML Converter

Upload your OFX file and download clean Tally XML. Fast conversion, no manual copy-paste.

.ofx.xml

Free · no sign-up · downloads automatically.

How to convert OFX to Tally XML

1
Upload your OFX file
Drag and drop your .ofx file, or click to browse.
2
Convert it
Statemently reads the file and creates a clean Tally XML output.
3
Download your Tally XML file
Your Tally XML (.xml) file downloads automatically, ready to import.

Why convert OFX to Tally XML?

Use this when you have a file in one format and need a clean Tally XML file without rebuilding it by hand.

Upload your OFX file and download Tally XML
Avoid manual copy-paste and formatting cleanup
Works with real-world exports that do not follow a perfect template

Example: before and after

A sample OFX file and the exact Tally XML this tool produces from it.

Input · .ofx

<?xml version="1.0"?>
<?OFX OFXHEADER="200" VERSION="211" SECURITY="NONE" OLDFILEUID="NONE" NEWFILEUID="NONE"?>
<OFX><BANKMSGSRSV1><STMTTRNRS><STMTRS><CURDEF>USD</CURDEF>
<BANKACCTFROM><ACCTID>000111114821</ACCTID><ACCTTYPE>CHECKING</ACCTTYPE></BANKACCTFROM>
<BANKTRANLIST><DTSTART>20260601</DTSTART><DTEND>20260630</DTEND>
<STMTTRN><TRNTYPE>CREDIT</TRNTYPE><DTPOSTED>20260602</DTPOSTED><TRNAMT>4200.00</TRNAMT><FITID>1</FITID><NAME>Direct Deposit ACME Payroll</NAME></STMTTRN>
<STMTTRN><TRNTYPE>DEBIT</TRNTYPE><DTPOSTED>20260604</DTPOSTED><TRNAMT>-86.43</TRNAMT><FITID>2</FITID><NAME>Whole Foods Market</NAME></STMTTRN>
</BANKTRANLIST></STMTRS></STMTTRNRS></BANKMSGSRSV1></OFX>

Output · .xml

<?xml version="1.0" encoding="UTF-8"?>
<ENVELOPE><HEADER><TALLYREQUEST>Import Data</TALLYREQUEST></HEADER><BODY><IMPORTDATA><REQUESTDESC><REPORTNAME>Vouchers</REPORTNAME><STATICVARIABLES><SVCURRENTCOMPANY></SVCURRENTCOMPANY></STATICVARIABLES></REQUESTDESC><REQUESTDATA><TALLYMESSAGE xmlns:UDF="TallyUDF"><VOUCHER VCHTYPE="Receipt" ACTION="Create" OBJVIEW="Accounting Voucher View"><DATE>20260602</DATE><NARRATION>Direct Deposit ACME Payroll</NARRATION><VOUCHERTYPENAME>Receipt</VOUCHERTYPENAME><ALLLEDGERENTRIES.LIST><LEDGERNAME>Bank Account</LEDGERNAME><ISDEEMEDPOSITIVE>Yes</ISDEEMEDPOSITIVE><AMOUNT>-4200.00</AMOUNT></ALLLEDGERENTRIES.LIST><ALLLEDGERENTRIES.LIST><LEDGERNAME>Suspense</LEDGERNAME><ISDEEMEDPOSITIVE>No</ISDEEMEDPOSITIVE><AMOUNT>4200.00</AMOUNT></ALLLEDGERENTRIES.LIST></VOUCHER></TALLYMESSAGE><TALLYMESSAGE xmlns:UDF="TallyUDF"><VOUCHER VCHTYPE="Payment" ACTION="Create" OBJVIEW="Accounting Voucher View"><DATE>20260604</DATE><NARRATION>Whole Foods Market</NARRATION><VOUCHERTYPENAME>Payment</VOUCHERTYPENAME><ALLLEDGERENTRIES.LIST><LEDGERNAME>Bank Account</LEDGERNAME><ISDEEMEDPOSITIVE>No</ISDEEMEDPOSITIVE><AMOUNT>86.43</AMOUNT></ALLLEDGERENTRIES.LIST><ALLLEDGERENTRIES.LIST><LEDGERNAME>Suspense</LEDGERNAME><ISDEEMEDPOSITIVE>Yes</ISDEEMEDPOSITIVE><AMOUNT>-86.43</AMOUNT></ALLLEDGERENTRIES.LIST></VOUCHER></TALLYMESSAGE></REQUESTDATA></IMPORTDATA></BODY></ENVELOPE>

What ends up in your Tally XML file

Tally XML field	Comes from
VOUCHER type	Receipt (money in) or Payment (money out)
DATE	Transaction date (YYYYMMDD)
NARRATION	Description
Bank ledger AMOUNT	Signed amount in Tally's sign convention
Suspense ledger AMOUNT	Offsetting entry so each voucher balances

Tips

Each transaction imports as a Receipt or Payment voucher against a Bank and a Suspense ledger — re-map the Suspense ledger in Tally to categorize.
Files up to 8 MB are supported. Very large files may be summarized before AI conversion.

Frequently asked questions

Is the OFX to Tally XML converter free?

Yes — it's completely free, with no sign-up required.

What is a OFX file?

OFX (Open Financial Exchange) is the universal bank-data format read by QuickBooks, Quicken, GnuCash, and most accounting tools, importing with no column mapping.

What can I do with the Tally XML file?

Tally XML is the voucher-import format used by Tally accounting software to bulk-create accounting entries.

Is my financial data private?

Your file is processed only for the conversion, never sold, and not stored by this converter after the conversion runs.

Is there a file size limit?

Files up to 8 MB are supported, which covers even multi-year exports.

Other OFX conversions

OFX to CSV OFX to Excel OFX to QuickBooks CSV OFX to Xero CSV OFX to Wave CSV OFX to Sage CSV

Convert other files to Tally XML

File to Tally XML CSV to Tally XML Excel to Tally XML TSV to Tally XML JSON to Tally XML XML to Tally XML

Got a bank statement PDF instead?

Statemently turns statement PDFs into clean Excel, CSV, and accounting exports. Free to try.

Convert a statement