Statements AI

Kotak Mahindra Bank PDF workflow

Kotak Bank Statement PDF to Excel-Ready CSV

Turn a Kotak statement PDF into a reviewable ledger, then export CSV after you check every row.

Upload a Kotak PDF — 25 free credits

No bank credentials needed.

How to convert Kotak Mahindra Bank statements

Upload your Kotak statement PDF.

AI extracts transactions into a draft ledger.

Review every row in the ledger.

Export audit-ready CSV that opens in Excel.

Synthetic example — not customer data

Illustrative INR rows only. Compare every extracted line with your own statement before export.

Synthetic example transactions in INR
DateDescriptionDebitCreditBalance
2026-08-01SYNTHETIC Interest Credit—312.4555410.22
2026-08-03SYNTHETIC Card Payment15000.00—40410.22
2026-08-07SYNTHETIC UPI Utilities1890.00—38520.22

Why review-first

Extraction is a draft. Layouts vary across Kotak statements, so you confirm each row in the ledger before export. We do not publish an accuracy figure.

Open in Excel

  1. Export the reviewed rows as CSV from Statements AI.
  2. In Excel, use Data → From Text/CSV, choose UTF-8 and the comma delimiter.
  3. Confirm dates, amounts, and descriptions against the source PDF.
  4. If you need an XLSX workbook, save a copy from Excel. Statements AI exports CSV only.

Bank and credit-card statements

Both Kotak bank and credit-card statement PDFs can be uploaded. Layouts differ, so review every extracted row before you rely on the CSV.

Pricing

1 credit = 1 PDF page. New accounts get 25 free starter credits. India packs: ₹299 (100), ₹799 (500), ₹1,299 (1000).

See full pricing

Frequently asked questions

Can I convert a Kotak statement PDF to Excel?

Statements AI exports CSV, which opens in Excel. It does not produce a native .xlsx file.

Do I need to share my Kotak net-banking login?

No. You upload the PDF; no bank credentials are requested.

How accurate is the extraction?

Layouts vary, so every extracted row shows in a ledger for you to review and correct before export. We don't publish an accuracy figure.

Does it work with Kotak credit-card statements?

Bank and credit-card statement PDFs can be uploaded; review each row since layouts differ.

How much does it cost?

1 credit = 1 PDF page. You get 25 free starter credits; India packs are ₹299 (100), ₹799 (500), ₹1,299 (1000). See /pricing.

Can I import it into Tally?

We export CSV only; there is no Tally integration or Tally XML. You can use the CSV in your own import process.

Related banks

Statements AI is not affiliated with Kotak Mahindra Bank. Bank names are used for nominative identification only.