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Kotak Mahindra Bank Statement to Excel

The ERPPlugs Bank Statement Converter handles Kotak Mahindra Bank's PDF format, including their specific column layout and date formatting. The converter handles Kotak's combined description and reference number fields, splitting them into structured columns.

Kotak Mahindra Bank Statement Format

Kotak Mahindra Bank statements combine transaction descriptions and reference numbers in a single field. The converter intelligently splits these into separate columns for cleaner accounting import. Supported for both savings and current account statement formats.

How the converter handles Kotak Mahindra Bank statements:

  • Recognises the bank-specific column layout automatically
  • Preserves full transaction narration and reference numbers
  • Splits debit and credit into separate clean columns
  • Parses dates into a consistent format for accounting import
  • Handles multi-page statements with repeating headers

Converted output columns

The converter detects the Kotak Mahindra Bank layout automatically and maps every transaction to one consistent set of columns, so every bank's statement imports the same way.

DateDescriptionDebitCreditBalance
Parsed transaction dateFull narration with UPI / UTR / cheque referencesWithdrawalsDepositsRunning balance

How to Convert a Kotak Mahindra Bank Statement

First get the statement: log in to Kotak Mahindra Bank internet banking, open the account statement section for the account you want, choose the date range (a full month is easiest to reconcile) and download it as a PDF. A printed statement from your Kotak Mahindra Bank branch can be scanned or photographed instead. Then run it through the converter:

  1. 1

    Upload the statement

    Upload your Kotak Mahindra Bank statement as a PDF or a scanned image.

  2. 2

    AI extraction

    The document-AI engine identifies the Kotak Mahindra Bank format, extracts every transaction row and structures it into date, description, debit, credit and balance columns.

  3. 3

    Review and export

    Check the extracted rows in the preview table, fix any edge cases, then export the Excel (.xlsx) or CSV file for your accounting software.

Import Your Kotak Mahindra Bank Statement Into

The same converted file can be prepared for each of these destinations.

FAQ

Frequently Asked Questions

Yes. The ERPPlugs Bank Statement Converter, currently in development, reads Kotak Mahindra Bank savings and current account statements and exports clean rows as Excel (.xlsx) or CSV, with dates parsed and debit and credit split into separate columns.

It identifies the Kotak Mahindra Bank layout automatically and maps each transaction to standard date, description, debit, credit and balance columns. Narration and reference numbers are kept in full so you can reconcile against your ledger.

Yes. Besides digital PDFs, the converter uses OCR to extract transactions from scanned paper statements and photographed passbook pages, so branch-issued Kotak Mahindra Bank statements can be converted as well.

No. Statement data is processed in memory and discarded after export. ERPPlugs does not store, index or retain your Kotak Mahindra Bank statements or transaction data on its servers; each conversion is independent.

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