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Frequently Asked Questions

Everything you need to know about LedgerConnect

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About LedgerConnect

LedgerConnect (LedgerConnect Softwares Private Limited) is an AI accounting automation platform for Indian Chartered Accountants, tax professionals, and businesses. It converts bank statements and ecommerce sales/returns into formats ready for Tally Prime, Miracle Excel, and Kuber Software—with review, Recon AI ledger mapping, and optional connectors.

Primarily CA firms and accountants who handle many client bank statements and marketplace sellers; also businesses that post bank or ecommerce vouchers into Tally, Miracle, or Kuber. One login can cover bank PDF/OCR/Excel, ecommerce reports, Audit Ledger, and connectors.

Bank statement to Tally means you upload an Indian bank statement (PDF, scanned/OCR, image, Excel/CSV), review transactions and balances, map ledgers (with Recon AI), then post via Tally Connector or export Tally XML/Excel for Tally Prime. Product page: Bank statement to Tally.

Bank statement to Miracle is the same bank upload and review flow, ending in Miracle-ready Excel for import into Miracle accounting software. Product page: Bank statement to Miracle. Mixed practices can also use bank → Tally and ecommerce → Miracle from the same account.

Yes. LedgerConnect supports bank statement to Kuber Software using the same bank conversion engine as Tally/Miracle, with Kuber-oriented export for Indian practices. See Bank statement to Kuber.

Yes. We are LedgerConnect Softwares Private Limited. We hold ISO/IEC 27001 (information security) and ISO 9001 (quality management) certifications. Details and certificates appear on our About Us page.

Getting Started

Click Register on ledgerconnect.in, enter your name, email, mobile number, and password, then verify your email. After activation you can start the free trial. Support: info@ledgerconnect.in · +91 81090 91090.

Yes. Creating an account is free and does not require a credit card. Paid packages or Unlimited plans start only when you choose to subscribe after (or during) evaluation.

Yes. Email verification protects your account. If the mail is missing, check spam/junk or contact info@ledgerconnect.in.

No. Each email maps to one LedgerConnect account. Use different emails for separate firms or entities if needed.

Free Trial & Pricing

The free trial includes the validity length, party limit, and bank PDF page limit from the active Free Trial package. Live numbers are always on Pricing (and again under My Plans after signup). Ecommerce follows plan inclusions on Pricing.

Trial length comes from the Free Trial package shown on Pricing (same source as registration and the homepage). It is not a fixed “7-day” or “30-day” claim in marketing copy—if Packages change, Pricing and the product update together.

No. You can register and try LedgerConnect without entering card details.

Subscribe to a custom page plan or Unlimited (monthly/yearly) to continue. Your parties and history remain so you can resume. Without a paid plan, new bank parsing may stop once trial limits expire—check My Plans in the dashboard.

We offer: (1) Free trial, (2) Custom packages based on PDF page (and related) limits for bank conversion, (3) Unlimited monthly or yearly for firms that need unconstrained bank pages, parties/logins, ecommerce, and related modules such as Audit Ledger. See Pricing for live numbers and GST.

Listed package prices are typically exclusive of GST. GST is added as per Indian tax rules at checkout. Invoices include GST details for your books.

Ecommerce conversion is included with LedgerConnect plans (not a separate per-marketplace fee for supported portals). Confirm current inclusions on Pricing. Bank PDF page usage is what usually consumes bank plan limits.

Unlimited is designed for busy CA firms: unlimited bank PDF pages (as published for that plan), parties/logins, ecommerce module, and related firm tools such as Audit Ledger—available as monthly or yearly. Details: Pricing and our Unlimited blog guides.

Yes. From My Plans you can upgrade packages, buy page addons where offered, or move to Unlimited. For custom quotes for large firms, email info@ledgerconnect.in.

Bank Statement Conversion

LedgerConnect is built for Indian bank statements of any common layout—private banks, PSUs, co-operatives, OD/CC, credit cards, and more (e.g. HDFC, SBI, ICICI, Axis, Kotak, PNB, BoB, Canara, IDFC First, YES, Union, and regional/co-op banks). Detection is by statement structure, not a fixed bank-name list.

Log in → open Bank (Bank to Excel) → select/create the party → upload the statement → wait for parse → review transactions and balances → map ledgers (Recon AI helps) → download Miracle Excel. Overview: Bank statement to Miracle.

Same bank upload and review flow. After approval, either Send to Tally with Tally Connector (recommended for volume) or export Tally XML/Excel for manual import. Overview: Bank statement to Tally.

We support digital PDF, scanned PDF, images (OCR), and Excel/CSV bank exports. Password-protected PDFs are supported with the party password vault / upload password flow.

Yes. Scanned PDFs and passbook / phone photos go through OCR. Prefer a sharp digital PDF from net banking when available—OCR quality depends on image clarity. Guides: Scanned PDF → Tally, Passbook → Miracle.

Enter the PDF password at upload, or store it securely in the party PDF password vault for repeat clients. Passwords are used to unlock the file for parsing—not shared as public data.

Yes. Cash credit / overdraft and credit card statements are supported in the bank pipeline. Review interest, charges, and limit-related lines carefully before export. See our OD/CC and credit card blog guides under Blog.

We aim for high fidelity to the statement: extract amounts/dates/narration, validate balance continuity where possible, and surface issues in review / parse log. OCR and unusual layouts need human review—we do not invent missing digits. Always check opening/closing and sample lines before posting to Tally/Miracle/Kuber.

Time depends on pages, scan vs digital PDF, and queue load. Many digital statements finish in a short time; large multi-page or heavy OCR jobs take longer. Progress appears on the jobs screen—you can continue other work while a job runs.

Yes. Review and edit vouchers before export or Send to Tally. That review step is intentional—automation plus accountant control.

Recon AI suggests ledger mappings for bank narrations so you spend less time on repetitive UPI/NEFT/charge patterns. You stay in control—accept, correct, and save rules for next month. Product page: Recon AI.

Ecommerce Conversion

LedgerConnect supports major Indian seller portals out of the box, including: Amazon (B2B & B2C), Flipkart, Meesho (TCS sales & returns), JioMart, Naaptol, Snapdeal, Myntra (packed & RTO), Glowroad, Shop101, Paytm Mall, plus Shopify, WooCommerce, and other website/exports via custom marketplace mapping. Open Ecommerce to Excel after login to see live platform cards. Overview: Ecommerce to Miracle / Ecommerce to Tally.

If a portal is not listed yet, submit a platform request with the website/portal name and a sample sales file (ZIP/RAR if multiple files). Your sample stays secure and is used only to build the mapping. Public form & steps: Request a new ecommerce platform (submit via /request-ecommerce-platform). After we add the portal, it appears as a normal platform card for everyone.

Yes. Use Create new marketplace / custom mapping: map columns (date, amount, GST, HSN, etc.), ledgers, marketplace name, and bill formats. The map is saved for next month so you are not blocked while a formal portal request is in progress.

Upload the seller report for the platform card → review sales vs returns → check GSTIN / HSN / bill series → export Miracle Excel (sales & return sheets aligned to Miracle import profiles). Overview: Ecommerce to Miracle.

Same ecommerce review flow, then download Tally XML or use Send to Tally with the LedgerConnect Tally Connector. Overview: Ecommerce to Tally.

Yes. Sales and returns stay separate and traceable (including RTO / return sheets where the portal provides them). That supports GST working papers and settlement vs bank reconciliation.

Yes. Ecommerce jobs support consolidation by state + HSN + GST rate, with options to override HSN/rate after import and regenerate summaries for Miracle/Tally. This is designed for multi-GSTIN sellers and CA review before export.

Yes. Configure bill / invoice number series per marketplace (and related party settings) so Miracle/Tally exports follow your firm’s numbering practice instead of random portal order-ids alone.

Download from each seller portal, then upload in LedgerConnect. Step-by-step tips: Download ecommerce sales reports for GST filing. Platform-specific blogs also cover Amazon, Flipkart, Meesho, Glowroad, Shop101, JioMart, Naaptol, Snapdeal, Myntra, and more.

Connectors

The LedgerConnect Tally Connector is a Windows app that sits beside Tally Prime. After you review vouchers on the website, you can Send to Tally instead of only importing XML. Learn more: Tally Connector and What is a Tally Connector?.

Miracle Connector helps with Add profile (import profiles into Miracle) and Sync Master (pull ledgers/groups/products). It works alongside bank & ecommerce → Miracle Excel. See Miracle Connector.

Excel/XML is enough for many firms. Connectors save time at high volume and reduce manual import steps. Choose based on how often you post and your IT policy.

Parties & Practice

A Party is a client company (with GSTIN, ledgers, bank jobs, ecommerce jobs, Miracle/Tally settings). You can manage many parties under one firm account—useful for CA practices handling multiple clients.

Yes. Use the Party PDF Password vault so recurring bank statements unlock without typing the password every month. Learn more: Party PDF Password.

Audit Ledger helps CAs review ledger / statement data for audit-style checks alongside conversion workflows. Product page: Audit Ledger (also under Solutions).

Tools & Free Utilities

Convert PDF includes practical PDF utilities for CA workflows—unlock/lock, split, merge, images-to-PDF, and OCR helpers—so you can prepare bank or supporting files before conversion. Open Convert PDF after login (availability depends on your plan/access).

Yes. Use the free GST HSN/SAC Code Lookup to search HSN/SAC codes while preparing ecommerce or GST working papers—no conversion credit required for the lookup itself.

Visit Videos and How it works for walkthroughs of bank conversion, ecommerce, connectors, and firm setup. Support can also share onboarding links after you register.

Staff & Firm Access

Yes. Create staff logins and control what they can access (parties, bank conversion, ecommerce, etc.). Staff work inside the same firm workspace with role-based permissions.

Yes, when you grant those permissions. Staff typically work on assigned parties and follow the same review-before-export discipline as the owner.

Security & Compliance

We use HTTPS/TLS for transport, access controls for accounts and staff roles, and operational practices aligned with our ISO/IEC 27001 information security management. We are also ISO 9001 certified. See About Us and Privacy Policy.

Files are processed for conversion and kept only as needed for your job history and support—not sold to third parties. You control exports; you can delete jobs/parties per product tools. Full policy: Privacy.

Account owner and staff you authorize. Support may access data only when you request help and as needed to resolve the issue. We do not sell client financial data.

Account & Support

Use My Profile in the logged-in dashboard to update name, mobile, and password. Email changes may require re-verification.

Indian online payments typically include UPI, cards, and net banking via our payment gateway. You receive GST invoices under Billing / My Plans.

Email info@ledgerconnect.in, call +91 81090 91090, or use Contact Us. We also provide onboarding help and video tutorials for new firms.

Open the job / parse log, note the bank or ecommerce source type, and contact support with the job id (no need to paste full account numbers in email). Prefer re-uploading a clearer digital PDF if OCR quality was poor.

See the LedgerConnect Blog for bank → Tally/Miracle/Kuber, scanned/passbook OCR, ecommerce platforms, connectors, and GST tips. Also FAQ, How it works, and Videos.

Cancellation & Refund

Contact support or use account billing options described in your plan. Policy details: Cancellation & Refund.

Refunds follow the published Cancellation & Refund policy. For billing disputes, email info@ledgerconnect.in with your registered email and invoice number.

Tally XML Basics

Tally XML is a structured data format used by Tally accounting software to import transactions, vouchers, masters, and other accounting data. It allows seamless integration of external data into Tally without manual entry.

To import Tally XML into Tally: 1) Download the XML file from LedgerConnect, 2) Open Tally software, 3) Go to Gateway of Tally > Import > Vouchers, 4) Select the XML file, 5) Click Import. Tally will automatically process and add the transactions to your company.

Tally XML import is supported in Tally.ERP 9 (Release 1.0 onwards), Tally Prime, and all newer versions. The XML structure may vary slightly between versions, but LedgerConnect generates compatible XML for all major Tally versions.

Bank to Tally XML

Yes! LedgerConnect can convert bank PDF statements from all Indian banks directly to Tally XML format. Simply upload your bank PDF, review transactions, then download Tally XML ready for import. Supports all major banks including HDFC, SBI, ICICI, Axis, Kotak, and more.

LedgerConnect creates Receipt and Payment vouchers in Tally XML format. Deposits/credits are created as Receipt vouchers, and withdrawals/debits are created as Payment vouchers. Each transaction includes date, amount, narration, and bank details.

Yes, the Tally XML includes automatic ledger creation. LedgerConnect generates ledgers for your bank account and creates appropriate party/expense/income ledgers based on transaction descriptions. You can also customize ledger names before export.

Our engine validates opening balance, closing balance, and transaction continuity with automated validation and balance checks. You should still review vouchers before import—Tally XML is generated from the reviewed data so your books can match the statement you approved.

Ecommerce to Tally XML

Yes! LedgerConnect converts ecommerce sales data from Amazon, Flipkart, and Meesho to Tally XML format. Upload your sales report and get state-wise consolidated vouchers with automatic GST/IGST calculation ready for Tally import.

LedgerConnect automatically calculates GST/IGST based on your state and customer state. Intra-state transactions use CGST+SGST, inter-state transactions use IGST. The Tally XML includes proper GST ledgers, rates, and amounts for each transaction.

Yes, the ecommerce Tally XML includes HSN codes for each product. LedgerConnect automatically maps HSN codes from your sales data and includes them in the Tally XML for GST compliance and reporting.

Yes, all ecommerce platform fees, commissions, shipping charges, and returns are properly accounted for in the Tally XML. Each component is posted to appropriate expense/income ledgers for complete accounting.

Tally XML Features

Yes, LedgerConnect allows you to customize voucher types. You can choose between Receipt/Payment, Journal, Sales, Purchase, or any custom voucher type before generating the Tally XML.

Yes! Before generating the Tally XML, you can review and edit all ledger names to match your Tally chart of accounts. This ensures seamless import without ledger duplication.

Yes, you can generate separate Tally XML files for different companies and import them into respective Tally company files. LedgerConnect supports managing multiple companies and their conversions.

Yes, LedgerConnect allows you to add or edit narrations for each voucher before generating the Tally XML. You can also set default narration templates for bulk transactions.

Troubleshooting

Common import errors occur due to: 1) Mismatched ledger names, 2) Incorrect date format, 3) Invalid voucher types. LedgerConnect generates validated XML, but if you face issues, contact info@ledgerconnect.in with the error message and we'll help resolve it.

Yes! LedgerConnect uses unique voucher numbers and reference IDs to prevent duplicate imports. If you accidentally import the same XML twice, Tally will show a duplicate voucher warning.

No, there's no hard limit. LedgerConnect can generate Tally XML files with thousands of vouchers. However, for better performance, we recommend splitting very large files (10,000+ transactions) into monthly batches.

Yes! LedgerConnect provides a detailed preview of all vouchers, ledgers, and amounts before you download the Tally XML. You can review and make changes before final export.

Advanced Features

Yes, LedgerConnect can generate Tally XML with cost center allocations and bill-wise details. This is particularly useful for ecommerce sales tracking by marketplace or payment reconciliation.

Yes! LedgerConnect offers API access for automated Tally XML generation. You can integrate it with your existing systems to automatically convert and export data to Tally XML format.

Yes, LedgerConnect generates XML compatible with both Tally.ERP 9 and Tally Prime. The XML structure is automatically adjusted based on your Tally version preference.

Yes, with LedgerConnect's automation features, you can schedule daily/weekly/monthly automatic conversion of bank statements and ecommerce data to Tally XML where that feature is enabled for your plan.

Conversions use encrypted transport (HTTPS). Files are processed for your jobs under account access controls. See our Privacy Policy and About Us for ISO practices—we do not sell client financial data.

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