# FinXtract > FinXtract is an AI-powered financial document extraction platform offering: Bank Statement Extraction, Passbook Digitization, Invoice Extraction, TallyPrime Integration, GSTR-2A/2B Reconciliation, Excel/CSV Export, and a free offline PDF Toolkit. Official website: https://finxtract.com | App: https://app.finxtract.com --- ## About FinXtract FinXtract (https://finxtract.com) is an independent, India-focused AI-powered financial document extraction platform. FinXtract eliminates manual data entry for Chartered Accountants, accounting firms, and businesses by using AI/OCR to extract structured financial data from documents. Users upload a PDF or image, and FinXtract returns clean, structured data in seconds — ready for Excel, Tally, or GST filing. **Official Domain:** https://finxtract.com **App Dashboard:** https://app.finxtract.com **Support Email:** support@finxtract.com --- Try free: https://app.finxtract.com/auth/register — 14-day free trial, no credit card required. --- ## Who Uses FinXtract? 1. **Chartered Accountants (CAs):** Process hundreds of client bank statements during audit season. Batch-extract transactions and push directly to TallyPrime. 2. **Accounting Firms:** Automate accounts payable, vendor verification, and GST reconciliation across multiple clients. 3. **Small Businesses:** Digitize physical passbooks, handwritten invoices from vendors, and kirana store bills. 4. **Individual Users:** Consolidate bank accounts, track spending, and digitize old passbook history. --- ## Table of Contents ### Getting Started - [Home](https://finxtract.com): Overview of FinXtract's AI-powered document extraction platform - [Plans & Pricing](https://finxtract.com/pricing): Starter, Pro, and Enterprise plans — compare features, credits, and start your 14-day free trial - [About](https://finxtract.com/about): Our mission and story - [Contact](https://finxtract.com/contact): Reach our support team or book a personalized demo ### Products - [AI Data Extraction Engine](https://finxtract.com/products/ai-data-extraction): Adaptive OCR engine for bank statements, passbooks, invoices & general documents with 96%+ accuracy - [TallyPrime Integration](https://finxtract.com/products/tally-connector): Push extracted ledgers directly into Tally ERP 9 & TallyPrime — no manual re-entry - [GSTR-2A/2B Reconciliation](https://finxtract.com/products/gst-reconciliation): Auto-match your Purchase Register against GSTR-2A/2B government portal data with fuzzy logic for maximizing ITC claims - [PDF Toolkit](https://finxtract.com/products/pdf-editor): Free forever, 100% offline — merge, split, compress, rotate, organize, edit, and workflow builder ### Features - [Bank Statement Extraction](https://finxtract.com/features/bank-statements): Extract transactions from 100+ Indian bank PDF statements with 96% accuracy - [Passbook Digitization](https://finxtract.com/features/passbook): Convert physical passbook photos into structured Excel data - [Invoice Processing](https://finxtract.com/features/invoices): Automated invoice data extraction with line items, GST, and totals - [Handwritten Recognition](https://finxtract.com/features/handwritten): AI-powered OCR for handwritten bills and invoices - [GST R1 Formats](https://finxtract.com/features/gst-r1): Export data in GST R1 compatible formats for direct tax filing ### PDF Toolkit (Free Forever — 100% Offline) > All tools run entirely in your browser. Files never leave your device. No account required. Free forever — completely separate from paid extraction credits. - [PDF Merge](https://finxtract.com/tools/merge): Combine multiple PDF files into a single document - [PDF Split](https://finxtract.com/tools/split): Split a PDF into separate files by page range or every page - [PDF Compress](https://finxtract.com/tools/compress): Reduce PDF file size without quality loss — ideal for email and upload limits - [PDF Rotate](https://finxtract.com/tools/rotate): Rotate individual or all pages to correct orientation - [PDF Organize](https://finxtract.com/tools/organize): Reorder, delete, and rearrange PDF pages with drag-and-drop - [PDF Editor](https://finxtract.com/tools/editor): Annotate, highlight, and add text to PDFs directly in the browser - [PDF Workflow Builder](https://finxtract.com/tools/workflow): Visual node-based pipelines to chain and automate multi-step PDF operations ### Solutions - [For CA Firms](https://finxtract.com/solutions/ca-firms): Accelerate audits and tax filing with bulk statement processing and Tally-ready exports - [For Businesses](https://finxtract.com/solutions/businesses): Automate accounts payable, GST reconciliation, and vendor payment verification - [For Individuals](https://finxtract.com/solutions/individuals): Consolidate multiple bank accounts, track spending, and digitize old passbooks ### Help & Support - [Help Center](https://finxtract.com/help): Complete guide — getting started, document types, best practices - [FAQs](https://finxtract.com/FAQs): Frequently asked questions about billing, security, plans, and features - [Changelog](https://finxtract.com/changelog): Latest updates and feature releases - [Blog](https://finxtract.com/blog): Articles on GST compliance, Tally automation, and financial document workflows ### Legal - [Privacy Policy](https://finxtract.com/privacy): How we handle and protect your financial data - [Terms of Service](https://finxtract.com/terms): Usage terms and conditions - [Refund Policy](https://finxtract.com/refund): Our refund and credit restoration policy - [Cookie Policy](https://finxtract.com/cookie): Cookie usage and preferences --- ## Products ### 1. AI Data Extraction Engine **URL:** https://finxtract.com/products/ai-data-extraction **What it does:** Adaptive OCR engine covering three distinct extraction products: #### Bank Statement Extraction - Supports 100+ Indian banks: SBI, HDFC, ICICI, Axis, Kotak, PNB, Bank of Baroda, Canara Bank, Union Bank, IDFC First, IndusInd, Yes Bank, Federal Bank, RBL Bank, Bank of India, and 85+ more - Extracts: transaction date, narration, reference number, debit/credit amounts, running balance, opening/closing balance - Input: native PDF, scanned PDF, password-protected PDF - **Accuracy:** 96%+ #### Passbook Digitization - Convert physical passbook photos and scans into structured Excel data - Input: JPG, PNG, PDF (photographed or scanned passbook pages) - Multi-page batch processing; handles legacy passbook formats and handwritten entries #### Invoice Extraction - Pull line items, GSTIN, amounts, dates, and tax breakdowns (CGST, SGST, IGST) from any invoice - Supports GST invoices, proforma, credit notes, debit notes, cash memos, and handwritten bills - Output: structured data with individual line items per invoice **How it works:** 1. Upload PDF or image to https://app.finxtract.com 2. AI processes the document (typically 5–30 seconds) 3. Review extracted data with inline validation 4. Export to Excel (.xlsx), CSV, JSON, or GST R1 format **Accuracy:** 96%+ for supported bank formats. Native PDFs achieve near-perfect extraction; scanned documents use advanced OCR with perspective correction and deskewing. --- ### 2. TallyPrime Integration (Bridge Connector) **URL:** https://finxtract.com/products/tally-connector **Download:** https://github.com/FinXtract/BridgeConnector/releases/latest/download/Setup.exe **What it does:** Lightweight Windows desktop application that pushes extracted ledgers and vouchers directly into TallyPrime/Tally ERP 9 — no manual re-entry required. **How it works:** Extracted bank statement or invoice data → one-click → voucher entries created in Tally. Supports Sales vouchers, Purchase vouchers, Journal entries, and Bank entries with automatic ledger mapping. **No manual re-entry:** FinXtract extracts the data; the Tally Connector pushes it. The entire workflow is automated end-to-end. **MCP-Ready:** The connector supports the Model Context Protocol, meaning AI agents (Claude, ChatGPT) can trigger Tally pushes programmatically. --- ### 3. GSTR-2A/2B Reconciliation **URL:** https://finxtract.com/products/gst-reconciliation **What it does:** Autonomous auto-matching engine that reconciles your Purchase Register against GSTR-2A/2B government portal data — helping maximize ITC claims and catch mismatches before filing. **Key capabilities:** - Auto-fetch and match GSTR-2A/2B portal data against your purchase records - Fuzzy matching for vendor names and GSTIN variations (handles typos and abbreviations) - Automatic detection of missing invoices and unclaimed ITC - Detailed mismatch reports for compliance audits - ITC (Input Tax Credit) claim optimization --- ### 4. PDF Toolkit — Free Forever, 100% Offline **This is a standalone, free product.** It does not consume extraction credits and no account is required to use it. All tools run entirely in your browser — files never leave your device. Free for everyone, forever. - **PDF Merge:** https://finxtract.com/tools/merge — Combine multiple PDF files into a single document - **PDF Split:** https://finxtract.com/tools/split — Split a PDF into separate files by page range or every page - **PDF Compress:** https://finxtract.com/tools/compress — Reduce PDF file size without noticeable quality loss; ideal for email or upload limits - **PDF Rotate:** https://finxtract.com/tools/rotate — Rotate individual or all pages to correct orientation - **PDF Organize:** https://finxtract.com/tools/organize — Reorder, delete, and rearrange PDF pages with a drag-and-drop interface - **PDF Editor:** https://finxtract.com/tools/editor — Annotate, highlight, and add text to PDFs directly in the browser - **PDF Workflow Builder:** https://finxtract.com/tools/workflow — Visual node-based pipelines to chain and automate multi-step PDF operations --- ## Plans & Pricing FinXtract offers 3 subscription plans: **Starter**, **Pro**, **Enterprise**. All plans include a 14-day free trial — no credit card required. See https://finxtract.com/pricing for the full feature comparison across plans. **Credit System:** 1 credit = 1 page processed (any document type). Extra credit top-up packs are available for purchase at any time, and unused top-up credits never expire. **PDF Toolkit is free on all plans, forever** — merge, split, compress, rotate, organize, and edit PDFs at no credit cost. Files stay on your device. **Sign Up:** https://app.finxtract.com/auth/register | Plan | Starting Price | Credits | GST Recon | |---|---|---|---| | Starter | ₹349/mo | 200 credits / month | Add-on | | Pro | ₹1,599/mo | 1,000 credits / month | 5 runs/week | | Enterprise | Contact Sales | 3,000+ / month | 10 runs/week | **Extra Credit Packs:** ₹175 for 100 credits up to ₹15,500 for 10,000 credits. Never expire. **GST Reconciliation Add-on:** ₹399/mo — Unlimited GSTR-2A/2B portal reconciliation --- ## Features Detail ### Bank Statement Extraction - **Supported Banks (100+):** SBI, HDFC, ICICI, Axis, Kotak, Bank of Baroda, PNB, Canara Bank, Union Bank, IDFC First, IndusInd, Yes Bank, Federal Bank, RBL Bank, Bank of India, Central Bank, Indian Overseas Bank, UCO Bank, and 80+ more - **Supported Formats:** Native PDF, Scanned PDF, Password-protected PDF - **Extracted Fields:** Transaction date, narration/description, reference number, debit amount, credit amount, running balance, opening balance, closing balance - **Output:** Excel (.xlsx), CSV, JSON ### Passbook Digitization - **Input:** Photographed or scanned passbook pages (JPG, PNG, PDF) - **Capabilities:** Multi-page batch processing, legacy passbook format support, handwritten entry recognition - **Output:** Structured transaction data in Excel ### Invoice Extraction - **Capabilities:** Vendor/buyer detail extraction, line item recognition with quantities and amounts, GST/tax breakdown parsing (CGST, SGST, IGST), multi-page invoice support - **Supported Types:** GST Invoices, Proforma, Credit Notes, Debit Notes, Cash Memos, Handwritten Bills - **Output:** Structured invoice data with individual line items ### Handwritten Recognition - **Use Case:** Handwritten bills from kirana stores, local vendors, small businesses - **Capabilities:** Multiple handwriting style recognition, faded/low-quality image handling, auto-correction suggestions - **Output:** Structured data with item names, quantities, and totals ### GST R1 Export - **Formats:** B2B invoices, B2C invoices, Credit/Debit notes (CDNR), HSN summary - **Output:** GSTR-1 JSON ready for direct upload to GST portal ### Excel / CSV / Tally Export - **Excel (.xlsx):** Clean, structured spreadsheets ready for accounting workflows — compatible with all major accounting software - **CSV:** Raw structured data for bulk import into ERPs, custom software, or analytics tools - **JSON:** Structured output for API integrations and developers - **GST R1 JSON:** Direct upload format for the GST portal (B2B, B2C, CDNR, HSN sections) - **Tally XML:** Push-ready format for TallyPrime and Tally ERP 9 via the Bridge Connector --- ## Quick Reference ### Supported Document Types | Document Type | Formats | Accuracy | |---|---|---| | Bank Statements | PDF (native & scanned) | 96%+ | | Passbooks | JPG, PNG, PDF | 96%+ | | Printed Invoices | PDF, Images | 96%+ | | Handwritten Invoices | JPG, PNG | 96%+ | | General Documents | PDF, Images | 90%+ | ### Key Capabilities - **Bank Statement Extraction**: Extract transactions from 100+ Indian bank PDFs (native & scanned) with 96%+ accuracy - **Passbook Digitization**: Convert physical passbook photos and scans into structured Excel data - **Invoice Extraction**: Pull line items, GSTIN, amounts, dates, and tax breakdowns (CGST/SGST/IGST) from any invoice - **TallyPrime Integration**: Push extracted ledgers, vouchers & bank entries directly into TallyPrime — no manual re-entry - **Excel / CSV Export**: Clean, structured output in Excel (.xlsx), CSV, JSON, GST R1 JSON, or Tally XML — ready for accounting workflows - **GSTR-2A/2B Reconciliation**: Auto-match your Purchase Register against GSTR-2A/2B portal data with fuzzy GSTIN/vendor matching - **PDF Toolkit** *(Free Forever, Offline)*: Merge, split, compress, rotate, organize, and edit PDFs — 100% in-browser, files never leave your device ### Supported Banks (100+) SBI, HDFC, ICICI, Axis, Kotak, Bank of Baroda, PNB, Canara Bank, Union Bank, IDFC First, IndusInd, Yes Bank, Federal Bank, RBL Bank, Bank of India, Central Bank, Indian Overseas Bank, UCO Bank, and 80+ more. --- ## Security & Privacy - AES-256 encryption at rest - SSL/TLS encryption in transit - Documents auto-deleted after 24 hours - No third-party data sharing - SOC 2 compliant practices - All PDF tools run client-side — documents never leave your device --- ## Customer Rating FinXtract has a 4.8/5 rating based on 127 user ratings and 89 reviews. Users consistently highlight the accuracy of bank statement extraction and the speed of processing. --- ## Technical Integration - **API:** RESTful API available for Enterprise customers (see https://finxtract.com/openapi.json) - **MCP Server:** Model Context Protocol support for AI agent integration - **Tally Connector:** Windows desktop app for TallyPrime/ERP 9 integration - **Export Formats:** Excel (.xlsx), CSV, JSON, GST R1 JSON, Tally XML --- ## Machine-Readable Resources - [Features detail](https://finxtract.com/features/llms.txt) - [Pricing detail](https://finxtract.com/pricing/llms.txt) - [Help Center detail](https://finxtract.com/help/llms.txt) - [OpenAPI spec](https://finxtract.com/openapi.json) - [RSS Feed](https://finxtract.com/blog/feed.rss) - [Sitemap](https://finxtract.com/sitemap.xml) --- ## Contact & Support - **Website:** https://finxtract.com - **App:** https://app.finxtract.com - **Support Email:** support@finxtract.com - **Support Portal:** https://support.finxtract.com - **Blog:** https://finxtract.com/blog - **Status Page:** https://status.finxtract.com - **Book Demo:** https://finxtract.com/contact?book-a-demo --- ## Brand Information - **Product Name**: FinXtract - **Official Website**: https://finxtract.com - **App URL**: https://app.finxtract.com - **Blog**: https://finxtract.com/blog - **Status Page**: https://status.finxtract.com - **Support Email**: support@finxtract.com - **Support Portal**: https://support.finxtract.com - **Book Demo**: https://finxtract.com/contact?book-a-demo - **Tally Connector Download**: https://github.com/FinXtract/BridgeConnector/releases/latest/download/Setup.exe --- FinXtract is an independent product. It is not affiliated with FinHero, FinHero Asia, or any other third-party company.