BUILT FOR TAX CONSULTANTS

ITR and GST season without the data-entry backlog .

Every client hands you a stack of bank statement PDFs during filing season. BankXL converts them into clean Excel in 15 seconds, so you can reconcile income, categorize transactions, and file faster — even during peak season crunch.

Try BankXL free See plans
Built for ITR & GST season
All major Indian banks
Free 30 pages/month
THE OLD WAY IS BROKEN

What Tax Consultants tell us they want to stop doing.

Stop manually re-typing client statements every filing season
End the scramble to reconcile bank credits against declared income by hand
Skip formatting raw PDF text dumps from generic PDF tools before you can even start
Stop asking clients to "just send the Excel" — most only have the PDF
THE TAX CONSULTANTS WORKFLOW WITH BANKXL

Every scenario you deal with, streamlined.

ITR income reconciliation
BEFORE
Manually scan bank statements for salary credits, interest income, and other receipts to cross-check against Form 26AS/AIS.
WITH BANKXL
Convert to Excel, filter credits by narration keywords, and reconcile against 26AS in minutes.
GST return preparation
BEFORE
Type out every business transaction from the bank statement to build the turnover working.
WITH BANKXL
Upload → get categorized Excel with debit/credit columns → build your GST turnover working directly from the data.
Multiple clients during peak season
BEFORE
Each of 30+ clients sends a PDF; team manually enters each one, falling behind during the March/July crunch.
WITH BANKXL
Bulk upload all client statements in one batch — conversions run in parallel, freeing the team to focus on filing.
Cash flow verification for scrutiny cases
BEFORE
Painstakingly retype 12 months of transactions to respond to a tax notice.
WITH BANKXL
Convert the full year's statements to Excel in one pass and prepare your response with structured data.
WHAT TAX CONSULTANTS GET

Everything a modern practice needs.

Fast turnaround during peak filing season
Convert a full year of statements in 15 seconds per file — critical when ITR and GST deadlines mean dozens of clients need processing in the same week.
Bulk conversion for multiple clients
Upload up to 50 statements in one batch during peak season. Each processes in parallel so your whole client backlog moves at once.
Every Indian bank supported
SBI, HDFC, ICICI, Axis, Kotak, PNB, BoB, Canara, IDFC, IndusInd, Yes, Federal, RBL, IDBI, AU SFB + 90 more.
CSV export for tax software
Export as CSV to import directly into ITR filing utilities or GST reconciliation tools that accept spreadsheet uploads.
Clean debit/credit separation
Every transaction is split into debit and credit columns automatically — makes income and expense categorization for filing much faster.
Client-safe by design
Files processed in memory, deleted after conversion. No data retention, no sharing with third parties.
"During July filing season I had 40+ clients each sending bank PDFs. BankXL let my team process all of them in an afternoon instead of a week."
S
Sanjay Mehta
Tax Consultant, Pune
FAQ FOR TAX CONSULTANTS

What Tax Consultants usually ask.

Can BankXL help reconcile income for ITR filing?

Yes. Converting the statement to Excel gives you a structured view of credits and debits that you can filter and cross-check against Form 26AS/AIS for income reconciliation.

Is it useful for GST turnover working?

Yes — many tax consultants use BankXL to quickly build the bank-side turnover working for GST returns, especially for clients without proper bookkeeping.

Can I process many clients at once during peak season?

Yes. The Firm plan supports bulk upload of up to 50 statements per batch, which is especially useful during March and July filing crunches.

Does it work for old or scanned bank statements needed for scrutiny cases?

Yes. Scanned and image-based PDFs, including multi-year historical statements, are supported at 95%+ accuracy.

Is client data safe?

Yes. Files are processed in memory and deleted immediately after conversion — no long-term storage, no long-term retention.

Can I try it before filing season?

Yes — 30 free pages every month, no credit card. Test it on a client statement to confirm accuracy before the season starts.

Related to your workflow:

Tax Filing GuideGST Audit GuideFor Chartered AccountantsICICI Statement Converter

Start free. Convert a real client statement.

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