Export your monthly statement from your bank's website or app as a PDF file. Any format works — the AI adapts to your bank's specific layout.
Drag and drop the PDF into Tally Assistant. The AI reads the document, detects the table structure, and extracts every transaction — dates, descriptions, amounts, and running balances.
Review the extracted transactions. The AI suggests categories based on merchant names and patterns. Correct anything with one click, then save. All original PDFs are archived.
Some banks only provide PDF statements. Instead of manually typing every transaction into a spreadsheet, upload the PDF and let AI do the extraction in seconds.
Download all 12 monthly PDF statements from your bank, upload them in one batch, and get a complete year of categorized transactions ready for your accountant.
Extract transactions from PDF statements to match against client invoices and project expenses. Link each transaction to the relevant client for profitability tracking.
The AI works with PDF statements from essentially any bank — retail banks, business banks, neobanks, and credit unions worldwide. It handles both text-based PDFs (most common) and scanned image-based PDFs. The system has been tested with PDFs from 200+ financial institutions across 50+ countries.
For text-based PDFs (the type most banks generate), accuracy is typically 95%+ for transaction dates, amounts, and descriptions. For scanned image-based PDFs, OCR accuracy depends on image quality but typically reaches 85-90%. Every extraction shows a preview — you review and confirm before anything is saved. Nothing is imported automatically without your approval.
Yes. The AI detects currency symbols and codes per transaction within the PDF. Whether your statement mixes USD, EUR, and GBP transactions on the same page, each one is identified and recorded in its original currency, then converted to your configured base currency for unified reporting.
Yes. Uploaded PDFs are stored securely and attached to the extracted transactions as supporting documentation. This is important for tax records and audit trails. You can download the original PDF from any transaction at any time.