Industry

Automation software for Banking & Financial Services

Financial institutions and multi-bank businesses posting batch files and bank statements straight into Tally.

3 case studies for Banking & Financial Services

Tally Integration & Automation

Accounting and tax consultancies, and businesses banking with more than one bank

Password-protected bank statement PDFs (HDFC, Canara, UBS and more) turned into ledger-mapped Tally XML, with an exceptions report.

Beforemanual entry every month

→

Nowa month in under a minute

Tally Integration & Automation

Financial services institution

Institution batch XML files mapped into Tally masters and vouchers, with payment details and duplicate-posting protection.

Beforemanual re-entry of every batch

→

Nowone import per batch

Tally Integration & Automation

Indian subsidiary of a multinational software group running NetSuite as the group ledger and Tally for Indian statutory books

NetSuite GL exports converted into TallyPrime vouchers across nine voucher types, validated and audit-logged for statutory books.

Beforedays of keying each month

→

Nowminutes

Tell us how the work is done today. We will show you what can be automated - usually a working version within days.