Question 1

Which file formats can I export to?

Accepted Answer

You can export to Excel (.xlsx), Tally XML (for Tally Prime direct import), QuickBooks CSV, Xero CSV, and OFX. All five formats are available on every completed conversion.

Question 2

How accurate is the extraction?

Accepted Answer

Our engine achieves 99%+ accuracy on standard bank PDF statements. We cross-validate running balances automatically and flag any mismatches so you can review them before export.

Question 3

Which banks are supported?

Accepted Answer

1000s of banks worldwide. Indian banks include HDFC, SBI, ICICI, Axis, Kotak, Yes Bank, PNB, Bank of Baroda, Canara Bank, IndusInd, and Federal Bank. International banks include Chase, Bank of America, Wells Fargo, Citi, Capital One, HSBC, Barclays, Lloyds, NatWest, Deutsche Bank, BNP Paribas, ING, Santander, ANZ, CommBank, RBC, TD, and many more. If your bank is missing, contact us — we'll add it within 24 hours.

Question 4

Can I convert multiple statements at once?

Accepted Answer

Yes. Use the Bulk Conversion option to upload multiple PDFs in one go. They'll be processed as a batch and you can download each in your preferred format.

Question 5

How does the AI convert my statements and is it always perfect?

Accepted Answer

Our platform uses a specialized AI engine to instantly transform PDF statements into structured Excel, XML, or CSV files. While our models are designed for high-precision financial extraction, AI can occasionally misinterpret complex or blurred data. We recommend a quick professional review of the output to ensure 100% accuracy before finalizing your records.

Question 6

How do I import the Tally XML into Tally Prime?

Accepted Answer

Go to Gateway of Tally → Import → Data → select the downloaded XML file. All transactions will import as journal/bank ledger entries. No manual mapping needed.

Question 7

My statement converted but dates look wrong — what do I do?

Accepted Answer

Contact us via live chat and send us a sample page. We'll update the parser for your specific bank format, usually within 24 hours.

Question 8

Is my bank statement data safe?

Accepted Answer

Absolutely. All uploads travel over TLS 1.3 (AES-256 encryption). Processing happens entirely in isolated server RAM — data is never written to disk. Your files and extracted data are permanently and automatically deleted within 1 hour.

Question 9

Do you store my bank statements?

Accepted Answer

No. We have a strict zero data retention policy. The only things stored permanently are: your name, email address, and conversion metadata (file name, page count, date). The actual financial transaction data is never persisted.

Question 10

Can I delete my conversion immediately?

Accepted Answer

Yes. Go to Conversions → click the conversion → Delete. This wipes the in-memory data instantly, well before the automatic 1-hour expiry.

Question 11

Do you sell my data or use it to train AI?

Accepted Answer

Never. We do not sell, rent, or share your data. We do not use your clients' financial statements to train AI models. Our sole revenue comes from conversion credits.

Question 12

Are you GDPR / India DPDP compliant?

Accepted Answer

We are designed around data minimisation and the right to erasure. Automatic 1-hour deletion ensures compliance with both GDPR and India's Digital Personal Data Protection Act.

Question 13

What plans are available?

Accepted Answer

There are three monthly plans — Starter ($30/mo, 100 credits), Professional ($50/mo, 300 credits), and Enterprise ($100/mo, 800 credits). All plans include every export format (Excel, Tally XML, QuickBooks CSV, Xero CSV, OFX) and the Running Balance Validator. Prices are charged in USD; we support INR, EUR, GBP, AUD, CAD, SGD, AED, and USD billing.

Question 14

How does the credit system work?

Accepted Answer

Each conversion costs 1 credit per page of the bank statement. A 3-page statement costs 3 credits regardless of how many rows it contains. Your monthly plan credits reset on each renewal date — unused credits do not carry over.

Question 15

What are credit top-ups?

Accepted Answer

If you run low mid-month, you can buy a one-time credit pack: +200 credits for $40, or +500 credits for $80. Top-up credits are added on top of your plan balance and expire at your next monthly renewal — they do not roll over.

Question 16

Can I cancel anytime?

Accepted Answer

Yes. Cancel from Billing → Subscription in one click. You keep full access until the end of your current billing cycle and will not be charged again.

Question 17

Can I use this for multiple clients?

Accepted Answer

Yes. There is no per-client limit. Upload a client's statement, download the result, then upload the next one. Credits are shared across all your conversions.

Question 18

Do you support password-protected PDFs?

Accepted Answer

Yes. When you upload a protected PDF, you'll be prompted to enter the password. Your password is used only to unlock the file and is never stored.

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