Automate Tally Prime Bank Imports
Budget: ₹1,500 – ₹12,500 INR
My daily reconciliation routine is getting bogged down by manual data entry. I receive my bank statements only in PDF and need a smoother way to bring that information into Tally Prime. Here’s the workflow I want to achieve:
• Convert each PDF statement into a Tally-compatible XML file that posts every line straight to the Suspense ledger on import.
• Once the statement is in Suspense, provide an interface or script that lets me map multiple Suspense entries to their proper ledgers in a single action rather than one-by-one.
• The solution must respect Tally Prime’s native import structure so I can keep using the standard reconciliation tools afterward.
If you have experience parsing PDFs (Python, VBA, or any reliable library), generating Tally XML, and automating ledger reclassification, I’d like to see a concise demo or description of how you’ll tackle these steps. A clear hand-off with documentation and quick user instructions will complete the job.
• Convert each PDF statement into a Tally-compatible XML file that posts every line straight to the Suspense ledger on import.
• Once the statement is in Suspense, provide an interface or script that lets me map multiple Suspense entries to their proper ledgers in a single action rather than one-by-one.
• The solution must respect Tally Prime’s native import structure so I can keep using the standard reconciliation tools afterward.
If you have experience parsing PDFs (Python, VBA, or any reliable library), generating Tally XML, and automating ledger reclassification, I’d like to see a concise demo or description of how you’ll tackle these steps. A clear hand-off with documentation and quick user instructions will complete the job.