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Invoice & Receipt Extractor
Turns invoices, bills and receipts (PDF, scans, phone photos) into one checked row each, with line items, duplicate checks and a review list.
Claude skill + n8n workflow
$29
Get itAgents / Finance & ops / India small business
Bank Statement to Tally Pro
Turn several bank statement exports into Tally Payment, Receipt and Contra vouchers. Matches UPI party names, skips lines already in Tally. Offline.
Pro Format: Claude skill#Finance & ops#India small business#Claude skill packs
$19one-time, launch price
ProBeing packagedComing soon. Follow Oarsman AI on Gumroad and you'll get an email when it launches. It will sell through Gumroad, with a 14-day refund.
See it work
How Bank Statement to Tally Pro moves through a job, step by step. The run below is an example output, written from what this agent does. It isn't a live run on your data.
Sample input
One or more bank statement exports (CSV, TSV, semicolon or XLSX)
Example output Illustration
You get: - tally-vouchers.xml (Payment, Receipt and Contra vouchers) - vouchers.csv with the reason for each ledger - report.md with checks, party matches, Suspense and skipped lines
What you get
- Planned contents (not released yet):
- Skill folders you add to Claude
- A Python script behind each skill, so numbers are calculated, not guessed
- Sample data and the test suite, so you can check it yourself
What it does
- tally-vouchers.xml (Payment, Receipt and Contra vouchers)
- vouchers.csv with the reason for each ledger
- report.md with checks, party matches, Suspense and skipped lines
Tools and costs you'll need
- Claude.ai with code execution, or Claude Code
- Python 3.10+ (standard library only; openpyxl only for XLSX)
- TallyPrime or Tally ERP 9 (XML import)
Third-party costs are paid to those providers, not to us.
Test report
40/40 automated checks pass on Python 3.13.5 (standard library only); 11 cases incl. invalid input, duplicates and upstream failures. Not tested: a live import into TallyPrime (the XML was parsed back and checked, not imported); statement layouts of banks other than the HDFC, ICICI and SBI style samples; XLSX statements in the shipped tests (CSV only).
Known limits
- Not tested yet: a live import into TallyPrime (the XML was parsed back and checked, not imported); statement layouts of banks other than the HDFC, ICICI and SBI style samples; XLSX statements in the shipped tests (CSV only).
- Not on sale yet: it goes on Gumroad once checkout is live. Follow to hear when.
Live demo
- No live demo yet. We'll add one when it ships.
Demos use fictional businesses and data.
Start free
Try Free Claude Skills Sampler first
Two small Claude skills, free: clean a messy CSV, and check which AI crawlers can reach your site.
What's AI here, and what isn't
This is an AI agent: it uses an AI model to read, sort, score or draft. It runs in your own accounts. Anything it would send outside your business waits for your approval unless you choose otherwise, and it never needs your passwords. Our AI disclosure.
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Get itQuestions about Bank Statement to Tally Pro
What does Bank Statement to Tally Pro do?
Turn several bank statement exports into Tally Payment, Receipt and Contra vouchers. Matches UPI party names, skips lines already in Tally. Offline. tally-vouchers.xml (Payment, Receipt and Contra vouchers). vouchers.csv with the reason for each ledger. report.md with checks, party matches, Suspense and skipped lines.
What do I need to run Bank Statement to Tally Pro?
You need: Claude.ai with code execution, or Claude Code; Python 3.10+ (standard library only; openpyxl only for XLSX); TallyPrime or Tally ERP 9 (XML import). Third-party costs are paid to those providers, not to us.
Is Bank Statement to Tally Pro tested?
40/40 automated checks pass on Python 3.13.5 (standard library only); 11 cases incl. invalid input, duplicates and upstream failures. Not tested: a live import into TallyPrime (the XML was parsed back and checked, not imported); statement layouts of banks other than the HDFC, ICICI and SBI style samples; XLSX statements in the shipped tests (CSV only).
How do I get Bank Statement to Tally Pro?
It isn't on sale yet. It's planned at $19 on Gumroad, with a 14-day refund. Press "Get notified" to follow us on Gumroad and hear when it launches.
Does it post into Tally for me?
No. It writes an XML file. You import it with Gateway of Tally > Import > Vouchers, after a backup.
Can it read PDF statements?
No. Download the statement as CSV or Excel from net banking. Most Indian banks offer it next to the PDF.
What does Pro add over the free version?
Several statements in one run, Contra vouchers for ATM, cash and own-account transfers, party matching from UPI/NEFT/IMPS names, skipping lines already in your Day Book, regex and amount rules, and voucher numbers.
Is my data uploaded anywhere?
The script makes no network calls. In Claude.ai the files are in your Claude chat; in Claude Code or plain Python they stay on your computer.
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