Real-time bank balances
Instant bank statements
One-time bank login
Enhanced reconciliation
Connected for Smarter Banking
Now, you can access your Kotak Mahindra bank account directly from TallyPrime. Securely log in to your Kotak Mahindra Bank account from TallyPrime to view bank statements and live balances, automate bank reconciliation, and manage other online banking activities.
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.
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 Kotak Mahindra Bank portal to connect your accounts.
Learn more about connecting Kotak Mahindra Account to TallyPrime by clicking here.
Yes, the integration follows bank-grade security protocols, ensuring safe and encrypted transactions.
