The Next Few Hours

As you continue, TallyPrime aligns with your way of working.

Make it your own
02
Hour 2

Make It Your Own

Customize invoices, reports, and dashboards to match how your business works. Add your logo, adjust layouts, and choose how information is displayed so everything feels familiar and easy to use.

Add your logo Adjust layouts Tailored displays
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Make it your own
03
Hour 3

Secure Cloud Backup

Protect your business data with secure, automated cloud backups using TallyDrive. Simply set up your backup schedule once, and TallyPrime automatically backs up your data to the cloud, keeping it safe, easily restorable, and always within reach whenever you need it.

Scheduled backups Safe cloud storage Instant recovery
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bringyourbusiness
04
Hour 4

Bring Your Business In

With TallyPrime’s Excel Import function, importing data from Excel is quick and secure. Sample formats are provided for one-click data import. Also, regardless of how your data is organized in Excel, you can easily map it to TallyPrime fields and import it in just a few steps.

Pre-defined templates Field mapping One-click import
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connected banking
05
Hour 5

Connected Banking

Access and manage your bank accounts directly within TallyPrime. Check live balances, make payments, view statements, and reconcile transactions seamlessly, saving time and avoiding multiple logins. Supported banks: Axis Bank, State Bank of India, Kotak Mahindra Bank and ICICI.

Live balances Payments & statements Easy reconciliation
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control security
06
Hour 6

Control & Security

Create user roles and control access based on responsibilities. With Edit Log, track every change made, including who did it, when it was done, and what was modified, ensuring complete transparency.

User roles Edit Log tracking Full transparency
Up Next

Ready for the next level?

Look for advanced capabilities in 'Beyond the Basics'.