Client confidentiality, by design
A bank statement is one of the most sensitive documents a client hands you. Uploading it to an online converter places that data on someone else's server, often with sub-processors you cannot audit. StatementPro converts on your PC, so client statements stay inside your office, which also makes your duties under India's Digital Personal Data Protection Act, 2023 easier to meet.
Built for the way a practice works
| Need | StatementPro |
|---|---|
| Many clients, every month | Client manager: encrypted client database, auto-filing by client and financial year, monthly tracker, dashboard |
| Entries in Tally | Tally XML: Payment, Receipt and Contra vouchers with ledger mapping |
| Same ledgers every month | Ledger rules: narration → ledger, shared as JSON |
| Bank reconciliation | Reconciliation (BRS): match the statement with the books Excel and list unmatched entries |
| Several staff | Multi-user: Admin / Staff roles with an activity log that never contains statement content |
| Year-wise summaries | Merge & monthly summary: combine statements, month-wise totals |
The CA Pack
The CA Pack (₹8,500 per year, one PC) includes Pro (with scanned-PDF OCR), Tally XML, the Client manager and Ledger rules. Reconciliation, Multi-user, Merge and the UPI / NEFT parser can be added as you need them. Payment is by UPI, and the licence key is delivered on WhatsApp.
Frequently asked questions
Can several people in my office use it?
Each licence is for one PC. With the Multi-user add-on, several staff can sign in on that PC with Admin or Staff roles, and every action is logged without statement content.
Can I keep client data organised by financial year?
Yes. The Client manager files converted statements by client and financial year, with a monthly tracker and encrypted backups.
Does it help with bank reconciliation?
Yes. The Reconciliation (BRS) add-on matches the bank statement with your books Excel and lists the unmatched entries.
Is my statement uploaded anywhere?
No. StatementPro is a Windows desktop app and the conversion runs entirely on your PC, with the internet on or off. There is no account and no cloud. The engine blocks outbound connections while it works.
Is there a free trial?
Yes, 7 days, up to 2 pages per day, with no account. Paid licences start at ₹3,000 per year for one PC; scanned-PDF OCR is in the Pro plan (₹5,000 per year).