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.

Can I post a bank statement into Tally without uploading it anywhere?

Yes, with our free Chrome extension, Synergy Tally Connector. It reads the PDF you download from net banking (beta) straight in, with no conversion to Excel first, or your Excel or CSV statement, on your own computer, and posts the entries into the Tally running there. Nothing is uploaded, there is no account, and nothing to install on Windows beyond Chrome. A website cannot reach the Tally on your PC by itself; an extension you add to Chrome can.

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.

Which Tally does it work with?

Tally, on the same PC where you work. Install the lightweight Synergy Connector on the PC where Tally runs, 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.

Choose your bank statement — Excel, CSV or the PDF from net banking — check every entry, and post it into Tally in 3 steps. Free to use.

Drop your bank statement hereExcel, CSV or the PDF from net banking — read on your PC, nothing uploaded.Choose your statement

Only need an Excel copy of a statement PDF? Bank statement PDF to Excel — free, nothing uploaded.

Add to Chrome — Works Offline

Add to Chrome reads the statement on this computer and posts into the Tally in front of you. Nothing is uploaded, and there is no sign-up. The Cloud App works from any computer and any browser, with an account; your data is stored securely in our system. Both are free.

Free Chrome extension · works offline

Your Statement Never Leaves Your Computer

India’s first bank statement to Tally tool — PDF, Excel or CSV — where your data never leaves your computer — and it is free

Watch it work: installing the extension, reading a bank statement, choosing ledgers, and posting twenty entries into Tally.

Watch the full tutorial on YouTube (under 4 minutes) →

Our free Chrome extension does the same job entirely on your own machine. Choose the Excel, CSV or net banking PDF your bank gives you, check every entry, and post it straight into the Tally running in front of you. No account, your data never leaves your computer, and nothing to install on Windows beyond Chrome itself. See the whole thing on video →

Free — no subscription and no charge per entry
No XML file, and no sign-up
Your data never leaves your computer
Check every entry before a single one reaches Tally

Add to Chrome — Free See all 14 features →

See how it works · Set it up step by step

Process

Three Steps. That's It.

No XML files, no import dialogs, no extra complexity

Choose Your Statement

Drop in the Excel, CSV or the PDF from net banking. Synergy finds your bank's format by itself — no template to pick.

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 to use
Direct Tally posting (no XML)	✗	✓	✓
Completely free	✓	✗	✓
Review entries before posting	✗	✓	✓
Auto-detects format (no template needed)	✗	✓	✓
Works with Tally	✓	✓	✓
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.