Nothing leaves your computer
Your statement is read on your own computer. Your ledgers, your party names and your amounts are read from your own Tally, on your own computer. None of it is sent anywhere — not to us, and not to anyone else.
You do not have to take our word for it. Chrome tells you what an extension is allowed to reach before you install it. Look at that list for this one: it can reach the Tally on your computer, and nothing else. It cannot open a website, and it cannot see anything you browse.
Why nothing like this existed before
Every other way of getting a bank statement into Tally has something in the middle. Either you upload the statement to a website, or you install a small program on Windows that sits between that website and your Tally.
Nobody chose that because it is better. An ordinary website simply cannot reach the Tally on your computer — so a piece in the middle was the only way it could be done at all. A browser extension is not an ordinary website, and it can. That is why this tool exists, and why there was not one in India before it.
How it works
If TallyPrime is already set to act as a server, this takes under a minute end to end — from adding the extension to seeing your first entries in your company. If that setting has never been turned on, add a few minutes the first time; the extension walks you through it and tells you the moment it can see Tally.
- Import — Drop in the Excel or CSV statement from your bank. The header row is found automatically, so an unusual layout still works.
- Review — Every row is listed with its date, narration, amount and voucher type. Assign the ledger from a searchable picker, or apply one ledger to many rows at once.
- Post — Tick the rows you want, confirm, and the entries are written into your open Tally company. Every attempt is recorded in a log on your own computer.
What it does
- Any bank’s format — Excel or CSV; the header row is found for you rather than matched against a fixed list
- Check everything first — edit the date, narration, amount and ledger on any row before a single entry is written
- Searchable ledger picker — type to find a ledger from your own chart of accounts, and leave a row blank to code it later
- Filters — narrow a long statement by status, Dr/Cr, date range or amount range
- The same entry cannot go in twice — not if you import the same statement again, and not if you move to a new computer
- Works with Tally closed — entries wait in a queue and go in by themselves when Tally comes back
- Plain-English errors — when Tally refuses something, the log says why in one line
- No XML file — nothing to export, save or feed through Tally’s own import screen; the entries are written straight in
- Free — no subscription, no charge per entry, no trial that expires into a paywall
See it
Why it is free
We build accounting software for Indian firms, so we have watched people spend a whole evening retyping a bank statement that a computer can do in minutes. That bothered us enough to build this and give it away.
There is no trial, no upgrade screen, no card and no sign-up — and there is nothing we take back, not even your data. We made it for the accountants we work with every day. If it gives you an evening back, that was the whole return we wanted.
What you need
- Your bank statement as an Excel or CSV file — the download your net banking offers next to the PDF. A PDF on its own will not import
- Google Chrome on the computer where TallyPrime runs
- TallyPrime with “acts as server” enabled — one setting, and the extension walks you through it
- Your Tally company loaded
Questions
Does my bank statement or accounting data leave my computer?
No. The statement is read on your own computer, and your ledgers, balances and entries move only between this extension and the TallyPrime running on that same computer. Nothing is sent to us and nothing is sent to anyone else. Chrome shows you what an extension is allowed to reach before you install it — look at that list for this one and you will see your own Tally, and nothing else.
Is it really free?
Yes. There is no subscription, no charge per entry, and no trial that expires into a paywall. Each copy registers itself once so that we can support it, and that carries nothing at all from your books.
Is this really the first tool of its kind?
Other tools connect a browser to Tally, and some of them are good. What we have not found anywhere else is one that does the whole job on your own computer — where you are not asked to create an account, your statement is never sent to a website, and nothing is installed on Windows beyond Chrome itself. That is what we mean by first, and it is the only thing we claim. If you know of another one, write to us and we will say so here.
Do I have to make an XML file, or use Tally’s import screen?
No. There is no file to export, save or import — the entries are written straight into your open company, and you never open Tally’s Import Data screen at all. You go from the statement your bank gave you to entries in Tally, with nothing in between.
Which banks does it work with?
Any bank that gives you an Excel or CSV statement. The header row is found automatically rather than being matched against a fixed list of banks, so an unusual layout or a new bank still imports.
My bank only gives a PDF statement. Can I use that?
Not directly — the extension reads Excel and CSV, not PDF. Most net banking portals offer an Excel or CSV download next to the PDF one, so check there first; that file is always the better one to use, because a PDF has to be converted and a conversion can quietly get a figure wrong. If Excel genuinely is not offered, convert the PDF to Excel first and check the converted rows against the PDF before you import them.
What stops the same entry being posted twice?
Every row is stamped with a short code of its own, and that code is saved with the entry inside Tally. Before posting, the extension reads what is already in your company and skips anything it recognises — so importing the same statement again, or moving to a new computer, cannot create duplicates.
How long does it take to get going?
If TallyPrime is already set to act as a server, under a minute — that is from adding the extension to your first entries appearing in your company. If that setting has never been turned on, allow a few minutes the first time: it is one setting, you only ever do it once, and the extension guides you through it and tells you when it can see Tally. How long a full statement then takes is up to you, because you assign the ledgers.
What do I need to set up in TallyPrime?
One setting. In TallyPrime: F1 → Settings → Connectivity → Client/Server configuration → set “TallyPrime acts as” to Both, port 9000. Then load your company. The extension guides you through it and tells you when it can see Tally.
What happens if Tally is closed when I try to post?
Nothing is lost. Rows are queued, and the extension posts them automatically as soon as it sees TallyPrime again — it re-checks every few seconds while Tally is away.
Can I review entries before they reach Tally?
That is the point of it. Every row is listed with its date, narration, amount and voucher type, you assign the counter ledger yourself, and nothing is written to Tally until you tick the rows and confirm.
How is this different from the Synergy Automation web app?
The web app runs in the cloud, so you can reach your work from any device and more than one person can share it. This extension runs only on the computer in front of you, and your data never leaves it. Both are free. Choose the extension if you would rather your books stayed exactly where they are.
Where this fits
The Tally Connector Extension is part of Synergy Automation, built by Synergy Futurecorp OPC Pvt Ltd for Indian accountants, CA firms and business owners. It is a different product from Synergy Connector, our desktop app, and from the Synergy Automation web app — this one runs entirely in your browser and talks only to the Tally on your own computer. Our Knowledge Hub has practical guides on bank reconciliation and getting Excel into Tally, including bank-by-bank walkthroughs for HDFC, SBI and ICICI.
Contact
Questions, or a bank statement that will not import? Email [email protected] and attach the file.