BUILT FOR CA FIRMS

One tool, your whole firm, every client's bank statements .

A mid-sized CA firm handles hundreds of client statements every month across partners, articles, and staff. BankXL gives your whole team one shared, bulk-capable converter — with your firm's name on every output.

Try BankXL free See plans
Built for multi-person CA practices
5 team seats on Firm plan
All major Indian banks
THE OLD WAY IS BROKEN

What CA Firms tell us they want to stop doing.

Stop each team member re-learning bank statement formatting from scratch
End the inconsistency between how different articles/staff format client Excel sheets
Skip manual data entry eating into billable audit and advisory hours firm-wide
Stop losing client trust to typos from manual statement transcription
THE CA FIRMS WORKFLOW WITH BANKXL

Every scenario you deal with, streamlined.

Firm-wide month-end processing
BEFORE
Every associate manually types up their assigned clients' statements in whatever format they're used to.
WITH BANKXL
The whole team uses one shared BankXL account — every output looks the same, with the firm's name and branding.
Onboarding a new client
BEFORE
A partner hands a new client's year of statements to an article, who spends days typing before real work begins.
WITH BANKXL
Bulk upload the full year in one batch — the team starts reviewing structured data on day one.
Audit season capacity crunch
BEFORE
Every senior and article is buried in manual data entry across 50+ clients during peak season.
WITH BANKXL
Bulk conversion processes dozens of statements in parallel, freeing the team to focus on actual audit procedures.
Consistent client deliverables
BEFORE
Different staff produce differently formatted Excel sheets for the same type of engagement.
WITH BANKXL
Every conversion uses the same white-labeled template — consistent quality regardless of who ran it.
WHAT CA FIRMS GET

Everything a modern practice needs.

White-label Excel with your firm's branding
The Firm plan puts your firm's name in the Excel summary sheet — client-facing deliverables look like your firm's work product, not a third-party tool's.
5 team seats, shared usage
One subscription covers your whole team — partners, seniors, and articles all convert from the same account with shared history and usage.
Bulk upload up to 50 statements at once
Process a batch of client statements in parallel — ideal for month-end, quarterly, or audit-season crunch periods.
Every Indian bank supported
SBI, HDFC, ICICI, Axis, Kotak, PNB, BoB, Canara, IDFC, IndusInd, Yes, Federal, RBL, IDBI, AU SFB + 90 more.
Tally XML export firm-wide
Every team member can export Tally-ready XML directly — no plugin, no TDL, using Tally's built-in Ctrl+I import.
Client-safe by design
Files processed in memory, deleted after conversion. Zero data retention across every seat on the account.
"We're a 12-person practice. Getting everyone off manual data entry and onto one shared tool cut our month-end close time by more than half."
A
Amit Verma
Partner, CA Firm, Pune
FAQ FOR CA FIRMS

What CA Firms usually ask.

How many people can use one Firm plan subscription?

The Firm plan includes 5 team seats. Additional seats can be added — email support@banlxlai.com for firm-specific pricing on larger teams.

Can output carry our firm's name instead of BankXL's?

Yes. Firm plan subscribers can set a custom brand name that appears in the Excel summary sheet on every conversion.

Can multiple team members work on different clients at the same time?

Yes — each seat can convert independently, and bulk upload lets one person queue up to 50 statements in a single batch.

Does everyone see the same conversion history?

Yes, usage and history are shared across the firm account so partners have visibility into what's been processed.

Is our clients' financial data safe across the whole team?

Yes. Files are processed in memory and deleted immediately after conversion, regardless of which seat performs the conversion — zero long-term retention firm-wide.

Can we try it before committing the whole firm?

Yes — start on the free plan (30 pages/month) to test with a couple of real client statements, then upgrade to Firm when ready to onboard the team.

Related to your workflow:

For Chartered AccountantsGST Audit GuideBank Reconciliation GuideExport to Tally XML

Start free. Convert a real client statement.

30 pages every month, forever, no credit card. Upgrade only when your practice needs more.