All Services

Finance Category

Finance Tools

AI-powered accounting automation for businesses and CA firms. Upload bank statements and get Tally-ready entries instantly. Supports all major Indian banks.

What We Offer

Finance Tools Available

All accessible through the Finance platform

Bank Statement to Tally

Upload your bank statement (PDF or Excel) and get Tally-ready XML entries. AI extracts, categorizes, and formats all transactions automatically.

PDF & Excel Upload
AI-Powered Extraction
Tally XML Export
All Major Indian Banks

Smart Categorization

AI reads narration text and automatically assigns the right ledger and category to each transaction, saving hours of manual work.

Narration-based Matching
Custom Category Rules
Ledger Assignment
Error Flagging

Bulk Processing

Process multiple months or multiple accounts at once. Perfect for CA firms handling multiple clients or businesses with high transaction volumes.

Multi-month Batches
Multiple Accounts
Consolidated Reports
Download All at Once

How It Works

Three simple steps from bank statement to Tally

Upload Statement

Upload your bank statement in PDF or Excel format. Supports HDFC, SBI, ICICI, Axis, Kotak and more.

AI Processes It

Our AI reads every transaction, categorizes it by narration, and assigns ledger accounts automatically.

Download for Tally

Get a Tally-ready XML file instantly. Import it directly into Tally with one click.

Fast Processing

Converts bank statements to Tally entries in seconds

Smart Extraction

AI reads and categorizes every transaction automatically

Saves Time

Skip hours of manual data entry every month

Data Privacy

Your statements are processed securely and not stored

Start Saving Time Today

Visit our Finance Tools platform or create a Synergy FutureCorp account for direct access.