How is Synergy Automation different from Excel to Tally converter tools?

Other tools create XML files that you must manually import into Tally. Synergy Automation posts entries DIRECTLY into your open Tally software — no XML file, no manual import step, no file handling. You upload the Excel statement, review entries, and click Post. Done.

Which Indian banks are supported?

Synergy Automation works with most major Indian bank statement formats including HDFC Bank, SBI, ICICI Bank, Axis Bank, Kotak Mahindra Bank, Punjab National Bank (PNB), Bank of Baroda, Yes Bank, IDFC First Bank, Canara Bank, and Union Bank of India. The system auto-detects the format from your Excel file.

Is Synergy Automation really free?

Yes. Synergy Automation is completely free to use during our launch period. Early users lock in free access. When premium features are added, early adopters receive priority pricing and benefits.

Does Synergy Automation work with Tally Prime and Tally ERP 9?

Yes. Synergy Automation is compatible with both Tally Prime (all versions including 6.0) and Tally ERP 9. You install the lightweight Synergy Connector on the same PC where Tally is running, and entries post directly into your open Tally company.

Do I need to install anything?

You need to install the Synergy Connector — a lightweight desktop app — on the Windows PC where Tally is running. The Connector bridges our cloud dashboard to your local Tally software. The dashboard itself runs in any web browser with no installation.

Is my bank data secure with Synergy Automation?

Yes. Your bank statement data is stored securely in our system to process and post entries into Tally. We do not share your financial data with any third party, and we do not use it for any purpose other than posting to your Tally company. Your data is never sold, never used for analytics, and never shared.

Can I use Synergy Automation for multiple companies in Tally?

Yes. You can manage multiple Tally companies in Synergy Automation. Switch between companies in the dashboard. Each company's data is kept separate. Ideal for chartered accountants managing multiple clients.

How long does it take to import 500 bank entries into Tally?

With Synergy Automation, uploading, reviewing, and posting 500 bank entries typically takes 10–20 minutes depending on how many entries need manual ledger assignment. The same task done manually in Tally typically takes 3–6 hours.

Can I review and edit entries before they go into Tally?

Yes — this is one of Synergy Automation's key features. Before any entry reaches Tally, you see a complete table of all entries with narrations, amounts, dates, and suggested ledger accounts. You can edit narrations, change ledger assignments, or skip specific entries. Nothing posts without your review.

Free for Indian CAs & Accountants

Post Bank Statements
Directly to Tally.
No XML. No Import.

Upload your Excel bank statement, review every entry, and post directly into Tally Prime or ERP 9 in 3 steps. Free forever.

Get Started Free →

Works with Tally Prime & ERP 9 · HDFC · SBI · ICICI · Axis · Kotak · 12 banks

Supports all major Indian banks

HDFC BankSBIICICI BankAxis BankKotak BankPNBBank of BarodaYes BankIDFC FirstCanara BankUnion BankIndusInd Bank

Process

Three Steps. That's It.

No XML files, no import dialogs, no extra complexity

Upload Excel

Drag and drop your bank statement Excel file. Synergy auto-detects your bank format — no template selection needed.

Review Entries

Every transaction appears in a review table. Edit narrations, assign Tally ledgers, skip entries. Full control before anything posts.

Post to Tally

Click Post. Entries appear instantly in your open Tally company as bank payment and receipt vouchers. Open Tally — they're there.

Comparison

Why Accountants Choose Synergy Automation

Honest comparison with every alternative available today

Feature	XML Converter ToolsFree, file-based	Paid Platforms₹4,000+ /year	Best ChoiceSynergy AutomationFree forever
Direct Tally posting (no XML)	✗	✓	✓
Completely free	✓	✗	✓
Review entries before posting	✗	✓	✓
Auto-detects format (no template needed)	✗	✓	✓
Works with Tally Prime & ERP 9	✓	✓	✓
No file downloads needed	✗	✓	✓

Features

Everything You Need. Nothing You Don't.

Built for Indian CAs and accountants managing Tally bank entries

Auto-Detects Your Bank Format

Works with HDFC, SBI, ICICI, Axis, Kotak, PNB, Bank of Baroda, Yes Bank, IDFC First, Canara Bank, Union Bank, IndusInd Bank and more — no manual template selection needed.