Bring Your Bank Inside TallyPrime With Axis Bank
Connected Banking

  • icon Real-time bank balances
  • icon Instant bank statements
  • icon One-time bank login
  • icon Enhanced reconciliation
Simplified business solutions
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Connected for Smarter Banking

Now, you can access your Axis bank account directly from TallyPrime. Securely log in to your Axis Bank account from TallyPrime to view bank statements and live balances, automate bank reconciliation, and manage other online banking activities.

Key benefits

Access live balances and get the latest transaction updates directly within TallyPrime. No more switching between the bank portal and TallyPrime.

No need to juggle multiple bank portals, user IDs, or passwords. Manage and access all banks on connected banking services with a single login.

Stay on top of receivables, and payables with instant access to bank balances and statements across accounts.

Quickly verify balances by reconciling company books with bank statements. Enjoy enhanced reconciliation features like exact match for accurate transaction matching.

With bank data flowing into TallyPrime seamlessly on-demand, keep your accounting up to date in a few clicks. TallyPrime skips duplicate entries for error-free books of accounts. It will even update details like narration, date, amount, etc., present in your real-time banking data to your book transactions.

Two-factor authentication and TallyNet credentials allows you to securely login to your bank account from TallyPrime. The login process is designed to ensure that your banking data is safe with secure encryption and robust processes.

Simplified business solutions

Connect Your Axis Bank Account to TallyPrime

1
Go to ‘Exchange’.
2
Click on ‘All Banking Options’ and select ‘Bank Connections’
3
Click on ‘New connection’ and select ‘Axis Bank’
4
Click on ‘Connect’ and wait to get redirected to Axis Bank portal
5
Log in to the Axis Bank portal
6
Read and accept the terms and click ‘Proceed’
7
Switch to TallyPrime and click on ‘Refresh Status’
Simplified business solutions

You are now ready to use Connected Banking!

Note:* If multiple users require access to connected banking, you will need transaction maker rights on the Axis Bank portal to connect your accounts.

Learn more about connecting Axis Bank Account to TallyPrime by clicking here.

FAQ

TallyPrime’s Connected Banking allows seamless integration Axis Bank for automated transaction updates, bank reconciliation, and secure payments, right from your TallyPrime software.

Yes, the integration follows bank-grade security protocols, ensuring safe and encrypted transactions.

TallyPrime fetches bank statements from Axis Bank, matches transactions, and updates records automatically, eliminating manual reconciliation.

For queries on setting up connected banking from your TallyPrime account, contact Tally support.