Manage Bank

The Banking Module in categorizes, and syncs data with Tally. Rule Management and Bulk Edit features help reduce data entry time minimizing manual effort.

How to upload a Bank Statement?

Upload a Bank Statement

How to select the bank statement?

Selecting the bank statement

With Rule Management feature, map bank transactions automatically to the right ledgers. Just set a keyword or element, and accomation.io will auto-select the correct ledger for all matching entries, s...

How to use History icon?

Use the History icon to view all your bank-wise uploaded data. From here, you can also download the statements. Alternatively, statements can be downloaded anytime from the Document Management section...