Synergy Automation is a free tool that posts Excel bank statements directly into Tally Prime and Tally ERP 9 — no XML files, no manual import screens, and no retyping. It is built by Synergy Futurecorp OPC Pvt Ltd for the Indian accountants, chartered accountants, and business owners who do this work every month.
Getting a bank statement into Tally is one of the most repetitive jobs in any Indian accounting office. Typing entries by hand is slow and error-prone; XML converter tools add extra steps and give you no chance to review entries before they land in Tally. We wanted a simpler path: upload the Excel statement your bank already gives you, review every entry in a table, and post directly to your open Tally company.
Practising CAs and CA firms handling many clients, in-house accountants closing the books each month, and small business owners who maintain their own Tally. If you spend hours moving bank data into Tally, Synergy Automation is built for you.
Synergy Automation is a product of Synergy Futurecorp OPC Pvt Ltd, an Indian company that builds free accounting-automation tools for the Tally ecosystem. Alongside Synergy Automation, we also make the Synergy Connector, a lightweight desktop app that securely links the web tool to your running Tally. We handle your data in line with India’s Digital Personal Data Protection Act, 2023 — see our Privacy Policy for details.
Our Knowledge Hub has practical, jargon-free guides on bank reconciliation, GST, TDS and getting Excel into Tally, and our Updates page tracks the government circulars that affect Indian accountants — each with the exact step to take in Tally.
Questions, feedback, or a bank format we don’t detect yet? Email [email protected].
Upload your Excel bank statement, review entries, post directly to Tally Prime or ERP 9.
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