StatementFlow

Convert Bank of America Bank Statement to Tally

Turn your Bank of America PDF statement — digital, scanned, or a phone photo — into Tally (XML) in seconds. A Tally-ready XML file that imports straight into TallyPrime or Tally.ERP 9 as accounting vouchers — no manual entry. Works with BofA consumer, business, and Merrill statements.

Bank of AmericaTally

Upload your statement

Drag & drop a PDF, scan, or photo — any bank. Our AI extracts every transaction and exports to Excel, CSV, QBO, or OFX.

Drag & drop your statement here

or browse files

PDF · PNG · JPG · WEBPUp to 20MB · 50 pages

Encrypted in transit · Processed in memory · Deleted immediately

How to convert a Bank of America statement to Tally

  1. 1Upload your Bank of America statement — a PDF, scan, or phone photo. No conversion to images needed.
  2. 2Our vision AI reads the transactions and reconciles them against the running balance, flagging any misread digits.
  3. 3Review and edit the table if you like, then click Export and choose Tally (XML).
  4. 4In TallyPrime: Gateway of Tally → Import → Vouchers, then select the downloaded .xml. Each line posts as a voucher against your bank ledger; reclassify the Suspense A/c side to the correct ledger.

Bank of America to Tally — questions

Is converting Bank of America statements to Tally free?+

Yes — the free tier converts up to 10 pages a month with no credit card. Larger volumes are covered by Pro and Business plans.

Does it work with scanned Bank of America statements?+

Yes. Upload a scan or a phone photo of your Bank of America statement — the AI reads it, not just clean digital PDFs.

How do I use the Tally file?+

In TallyPrime: Gateway of Tally → Import → Vouchers, then select the downloaded .xml. Each line posts as a voucher against your bank ledger; reclassify the Suspense A/c side to the correct ledger.

Is my Bank of America data safe?+

Your file is processed in memory to extract the transactions and then deleted immediately. We never store your Bank of America statements.

Prefer another format? Bank of America to Excel · Bank of America to CSV · Bank of America to QuickBooks · Bank of America to Xero

From a different bank? Convert any bank statement to Tally.

See all Bank of America options or other United States banks.

How to download your Bank of America statement

  1. 1Sign in at bankofamerica.com and select your account.
  2. 2Open the “Statements & Documents” tab.
  3. 3Choose a statement period and download the PDF.
  4. 4Drop the PDF into StatementFlow as-is.

Bank of America statement formats we handle

Covers BofA Advantage checking, savings, Customized Cash Rewards and Travel Rewards credit cards, and Merrill brokerage statements.

BofA combines deposits and withdrawals into a single signed “Amount” column, and credit-card statements split into separate payments and purchases sections — StatementFlow merges them into one clean dated list with a verified running balance.

What a Bank of America statement looks like

A Bank of America statement opens with an account summary (beginning balance, deposits and other additions, withdrawals and other subtractions, ending balance), then a dated transaction list. Personal checking uses a single signed Amount column with a running Balance, while credit-card statements split into separate Payments and Other Credits and Purchases and Adjustments sections.

Tips for converting Bank of America statements

  • Download the PDF from Statements & Documents rather than the spreadsheet export — the PDF keeps the running balance StatementFlow reconciles against.
  • Checking and credit-card statements use different layouts; StatementFlow reads both, but convert each account's PDF on its own for a clean ledger.
  • Merrill statements bundled with your BofA login convert too — StatementFlow pulls the cash-activity lines into a bank-style table.

Guides for converting Bank of America statements

See all bank statement guides.