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Import Bank Statements Free | HelloBooks India Import your bank statement as CSV or PDF into HelloBooks Free and reconcile it against your invoices and bills. GSTR-1 and GSTR-3B filed free for one GSTIN.

Free Plan · Bank statement import

Import bank statements into your free ledger

Download your statement from net banking, import it as CSV or PDF, and match each line to an invoice, bill or expense in your books.

GST filing included, no card

How bank statement import works

In India, HelloBooks works from the statements you import. There is no live connection to your bank; you upload the statement for the period you want to reconcile.

  • Download the statement from your bank's net banking as CSV or PDF.
  • Import it into HelloBooks.
  • Match each line to an invoice, bill or expense, or record it as a new entry.
  • Repeat each month before you file GSTR-3B.

Why reconcile before GSTR-3B

A customer receipt you forgot to record, or a supplier payment against the wrong bill, changes what you think is due. Matching the month's statement first means the tax you pay in GSTR-3B rests on books that agree with the bank.

A business with two bank accounts imports each statement separately and reconciles both in one ledger.

Where AI helps

AI can suggest a category for each imported line, using the free AI credits included with the plan. When they run out, you categorise by hand or upgrade for more.

Free Plan at a glance

  • Unlimited GST filing — GSTR-1 & GSTR-3B
  • GSTR-2B reconciliation with ITC tracking
  • 2 users · 1 GSTIN
  • Up to 200 transactions
  • Free AI credits to get started (upgrade for more)
  • Invoices, bills & quotes included
  • Tally sync
  • AP/AR aging · P&L · Balance Sheet · Cash Flow
  • Full mobile app (iOS & Android)
  • Robust email support
  • "Powered by HelloBooks" badge on invoices

Outside the Free Plan

  • GSTR-9 and GSTR-9C annual returns
  • GSTR-7 (GST TDS) and GSTR-8 (GST TCS) returns
  • ITC-04 job-work returns
  • E-invoice and e-way bill volume
  • More than 200 transactions
  • More than one GSTIN, or more than 2 users

What's metered on Free

Full details: see the Free Plan guide below.

  • Up to 200 transactions in total
  • Free AI credits; upgrade for more
How teams use HelloBooks

What HelloBooks does for businesses like yours

“AI categorizes every transaction automatically and learns from your corrections, so a small team keeps clean books without spending evenings on manual data entry.”
Small business · US
“For a practice managing dozens of client books, automated reconciliation turns a full day of matching into a background task — review the AI matches, approve, and move on.”
Accounting practice · US
“Snap a receipt on your phone and the AI reads, categorizes, and files it — bookkeeping stays current even for people who would rather not think about numbers.”
Freelancer · mobile-first

Illustrative scenarios describing what the product does for each business type — not attributed customer reviews.

FAQ

Frequently asked questions

Can HelloBooks connect to my bank directly in India?
No. In India you import bank statements as CSV or PDF. The import is included in the Free Plan.
Does each imported line count toward the yearly transaction limit?
The Free Plan allows up to 200 transactions across your books. If you are close to it, see India pricing for Pro.
What if my bank only gives a PDF?
Import the PDF. CSV works too if your net banking offers it; use whichever format your bank provides.

Start automating your books today

GST filing included, no card

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