BUILT FOR FINANCE TEAMS

Cash flow visibility without the manual data entry .

Tracking cash position across multiple company bank accounts means reading statements every week. BankXL converts any bank PDF into structured Excel, CSV, or JSON in 15 seconds — so your team spends time on analysis, not transcription.

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Used by in-house finance & accounts teams
All major Indian banks
API access on Firm plan
THE OLD WAY IS BROKEN

What Finance Teams tell us they want to stop doing.

Stop manually re-typing statements from every company bank account each week
End the delay between "statement arrives" and "cash position is updated"
Skip building the same Excel formatting from scratch every reporting cycle
Stop losing finance-team hours to data entry instead of forecasting and analysis
THE FINANCE TEAMS WORKFLOW WITH BANKXL

Every scenario you deal with, streamlined.

Weekly cash position update
BEFORE
Download statements from each company bank account, manually type transactions into a cash flow tracker.
WITH BANKXL
Upload each account's statement → get structured Excel or JSON → feed straight into your cash flow dashboard.
Multi-account reconciliation
BEFORE
Each of the company's 3-5 bank accounts needs separate manual entry before consolidated reconciliation.
WITH BANKXL
Bulk upload all accounts — each converts into the same column layout for consolidated review.
Month-end close reporting
BEFORE
Finance team manually keys in bank transactions to close the books and prepare management reports.
WITH BANKXL
Convert statements to Excel or CSV and import directly into your ERP or accounting system for close.
API-driven automation
BEFORE
A recurring manual task every reporting cycle, with no way to automate it.
WITH BANKXL
Use the BankXL API (Firm plan) to programmatically convert statements as part of your existing finance automation pipeline.
WHAT FINANCE TEAMS GET

Everything a modern practice needs.

REST API for automation
Firm plan includes API access — integrate bank statement conversion directly into your existing finance systems and automation pipelines instead of manual uploads.
JSON export for internal systems
Export structured JSON that plugs directly into internal dashboards, cash flow trackers, or data warehouses.
Multi-account bulk processing
Upload statements from every company bank account in one batch — up to 50 files on the Firm plan.
Every Indian and major international bank supported
SBI, HDFC, ICICI, Axis, Kotak + 90 more Indian banks, plus Chase, BoA, Wells Fargo, HSBC and other global banks.
Clean debit/credit separation
Every transaction splits automatically into debit and credit columns, ready for cash flow categorization.
Enterprise-grade data handling
Files processed in memory, deleted after conversion. No long-term retention, no sharing with third parties.
"We track cash across five accounts. Automating the statement-to-spreadsheet step alone saved our team a full day every week."
P
Priya Sharma
Senior Accountant, Mumbai
FAQ FOR FINANCE TEAMS

What Finance Teams usually ask.

Is there an API for integrating with our internal systems?

Yes — the Firm plan includes REST API access so you can trigger conversions programmatically as part of your existing finance automation instead of manual uploads.

Can we process multiple company bank accounts at once?

Yes. Bulk upload supports up to 50 statements per batch on the Firm plan, each normalized to the same structure for consolidated cash flow analysis.

Does it support international banks if we have foreign accounts?

Yes — alongside Indian banks, BankXL supports major international banks including Chase, Bank of America, Wells Fargo, HSBC, and DBS.

What output format is best for feeding into our dashboards?

JSON is typically easiest for internal systems and dashboards. Excel and CSV are also available for manual review or spreadsheet-based workflows.

How is our company's financial data protected?

Files are processed in memory and deleted immediately after conversion. No long-term storage, and data is never shared with third parties.

Can we evaluate it before rolling out to the finance team?

Yes — the free plan includes 30 pages every month, no credit card required, so you can test accuracy on real statements first.

Related to your workflow:

Bank Reconciliation GuideFor CA FirmsConvert to JSONBankXL vs Nanonets

Start free. Convert a real client statement.

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