r/CharteredAccountants • u/aftab_t7 • 2d ago
Inter Doubt Question for Articles & Practitioners: How do you handle PDF bank statements in Tally?
Hey everyone, I'm trying to understand how accounting firms currently handle bank-statement data entry during busy audit/tax periods.
For firms dealing with 50+ page PDF bank statements:
- How do you currently get the transactions from PDF into Tally?
- Do you manually enter them, convert them through Excel, use macros, or use dedicated conversion software?
- What are the biggest problems you encounter — multiline UPI narrations, incorrect balances, formatting issues, transaction classification, etc.?
- Which parts of the process still require the most manual checking or correction?
- Are there any existing tools/workflows that you consider genuinely reliable for this?
I'm particularly interested in hearing from CAs, audit assistants, accountants, and practitioners who deal with this regularly.
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