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How does Vyapar import a bank statement — what file types and how long does it take?

Vyapar TaxOne imports a bank statement from Data Entry Automation > Bulk Upload > Banking > Import: pick the bank, upload the file, and it processes in the background. It accepts Excel sheets and PDF files, including scanned PDFs — Excel takes up to 30 minutes, an original PDF up to 1 hour, and a scanned PDF up to 12 hours, after which it maps the transactions to ledgers for review.

Steps

Per Vyapar TaxOne's own help article:

  1. Sign in to your Vyapar TaxOne account.
  2. Go to Bulk Upload and select Banking.
  3. Choose the company from the dropdown.
  4. Click Import in the top-right section.
  5. Select the bank from the pop-up window.
  6. Upload the file — drag-and-drop or click to upload — and wait for processing to complete.

File types and processing time

The help page lists processing times by file type: an Excel sheet takes up to 30 minutes, an original PDF up to 1 hour, and a scanned PDF up to 12 hours. It also lists what the platform will not process: bank passbooks, share market statements, loan statements, password-protected PDFs, RTF/TXT files, and statements in dot-matrix fonts.

How Charter AI does this

Charter AI reads a bank statement PDF, Excel or CSV directly and maps each transaction to a ledger in a review queue, so nothing posts without a human check. Deterministic checks (voucher balance, GSTIN, duplicates) run before a transaction is marked ready, and the reviewed set exports as a Tally Import XML file.

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FAQs

Can Vyapar import a password-protected PDF statement?

No — the help page lists password-protected PDFs among the file types it won't process; remove the password before uploading.

Why does a scanned PDF take so much longer than a normal one?

A scanned PDF is an image, not text, so it needs OCR before the transactions can be extracted — the help page quotes up to 12 hours for that, against up to 1 hour for a native (text) PDF.

Does the imported statement go straight into my books?

The help page describes it landing as mapped transactions for review, not an automatic post — you still check the mapping before it's finalised.

Related guides

Sources checked

Last reviewed 2026-09-23

Tally, Vyapar and other product names are trademarks of their respective owners. Charter AI is not affiliated with them.