Convert Axis statements to Excel.
Checked to the cent.
Drop a Axis Bank PDF and get a clean spreadsheet, QuickBooks or Xero file in seconds. Every row is checked against the balances printed on the statement, so a misread is flagged, not hidden.
Drop your bank statements here
One file or a whole year. PDF, scanned image, CSV, QIF or OFX. Up to 12 files at a time; long PDFs are split for you.
Not ready to upload your own? See a sample result
5 pages free, no account. Amounts stay in INR.
How to download a Axis statement as a PDF
- Log in to Axis Bank Internet Banking. From the Dashboard go to Accounts, then Request Statement (Statements on some versions).
- Choose the account and the period. Recent months can be downloaded immediately; longer periods are emailed.
- Select PDF as the format and download, then save the file.
- No login handy? On axisbank.com go to Support, Insta Services, Download, Savings Account Statement, enter your registered mobile number and Customer ID, confirm the OTP, choose the account and duration and the PDF downloads.
- In the Axis Mobile app: Dashboard, Accounts, Request Statement, pick the period and either download or have it emailed.
Then drop the file above. Several months at once is fine; a year comes back as one workbook with a sheet per month.
Before you upload: is the PDF password-protected?
Axis emails its e-statements as protected PDFs and, unlike ICICI, does not publish a single fixed rule on its public pages; the format is stated in the email that carries the statement and has varied by product and year. Enter that password in the prompt the upload box shows for the file and it is unlocked on your device, or use the Insta Services download, which does not need a password.
What Axis statements look like
Tran Date, Chq No, Particulars, Debit, Credit, Balance, Init. Br.
Axis prints Tran Date, Chq No, Particulars, Debit, Credit, Balance and Init. Br (the initiating branch code), and the last column is ignored in the output. Dates are dd-mm-yyyy with hyphens. Particulars run in the same style as the other Indian banks, UPI/P2M/reference/merchant or NEFT/reference/payer, and the balance is shown to two decimals with lakh grouping and no Cr/Dr marker on savings accounts. The statement opens with a summary panel showing opening balance, total debits, total credits and closing balance, which the converter reads for the check. Pages carry about 30 rows and a monthly current account statement with sweep-in and sweep-out lines can double in length compared with the same account's savings equivalent.
Where Axis statements trip up other converters
- Extra branch columns are ignored; only the money columns and balance are used.
None of this is bank-specific configuration. The balance check catches these cases for every bank; this list just explains what you will see on a Axis file.
Why not just use Axis's own export?
Internet Banking offers the statement as Excel and CSV in addition to PDF, and the columns match the printed statement. Current account holders can register for daily, weekly or monthly e-statements by email, which is convenient for cash-flow tracking but produces a lot of small protected PDFs. Ranges longer than a few months are not downloaded on the spot; Axis emails them, protected. The PDF conversion earns its keep when you inherit a folder of those emailed statements, or a branch-issued statement for a loan or visa file, and want a single clean sheet.
What you get back
- A green Balanced badge when the printed opening balance plus money in minus money out equals the printed closing balance, row by row. Or a red one pointing at the first row that does not add up, with a one-click swap if debit and credit look reversed.
- Click any misread cell, correct it, and the check re-runs before you download.
- Download Excel, CSV, QuickBooks (.qbo), Xero CSV or Tally XML, whichever Tally imports best, with a suggested category on every row.
Importing into Tally, Zoho Books, Excel
Axis questions
What is the Init. Br column and why is it not in my Excel?
It is the branch code of the branch that initiated the transaction, useful to the bank and to nobody else. It is dropped so the output stays as date, description, debit, credit and balance. In the years of handling Axis statements it has never been needed for bookkeeping; if a dispute ever turns on it, the original PDF still has it.
Axis emailed my statement in three PDFs for one quarter. Do I upload them separately?
Upload them together. Once the passwords are removed the converter orders the pieces by date and checks that each piece's closing balance matches the next opening balance, so a gap or an overlap between them is flagged rather than silently merged. If two pieces overlap by a few days, trim the duplicate rows in Excel after converting; the balance column makes them easy to spot.
How do I convert a Axis statement PDF to Excel?
Download the statement PDF from Axis online banking or the app, drop it on this page, and wait about 10 to 40 seconds. You get every transaction in a table, a balance check against the printed opening and closing balance, and Excel, CSV, QuickBooks, Xero and Tally XML downloads. The first 5 pages are free with no account.
Do I need a Axis template?
No. The statement is read the way a person reads it, so Axis layout changes do not break anything. What protects you is the balance check: opening balance plus money in minus money out must equal the printed closing balance, row by row.
Does it work with scanned Axis statements?
Yes. Scanned PDFs and phone photos are read visually. Blurry pages may produce a flagged row; the check tells you exactly which one to look at.
Can I import Axis transactions into Tally?
Yes. For TallyPrime, download the Tally XML and import it as Transactions. Excel and CSV work everywhere else, including Zoho Books.
How many Axis statements can I convert at once?
Up to 12 files at a time, 60 pages each. A year of monthly statements comes back as one Excel workbook with an Overview sheet showing which months balanced, a sheet per month with a Category column, and a Categories sheet totalling the year by category.
What happens to my statement?
It is processed once and deletion is attempted as soon as processing finishes; an AWS lifecycle rule removes anything left behind. The extracted table becomes eligible for deletion after 7 days (1 day without an account). Nothing is used for training.