TallyPrime is a comprehensive business management platform that helps you run your business with greater ease, speed and efficiency. With powerful features across accounting, inventory, compliance and cloud access—and now strengthened with Connected Banking—it brings everything you need into one seamless solution.

Benefits

Securely access your Kotak Mahindra Bank Current Account directly from TallyPrime. After connecting your bank account to TallyPrime, you can:

Send payments directly from TallyPrime.
View bank statements and live balances.
Auto-create vouchers using bank data in clicks.
Auto-reconcile book and bank transactions within minutes.

Steps to Connect Kotak Mahindra Current Account on TallyPrime:

Go to ‘Exchange’.
Click on ‘All Banking Options’ and select ‘Bank Connections’.
Click on ‘New connection’ and select ‘Kotak Mahindra Bank’.
Click on ‘Connect’ and wait to get redirected to the Kotak Mahindra Bank portal.
Log in to the Kotak Mahindra Bank portal.
Enter the One-Time Password (OTP) sent to your registered mobile number and click 'Verify'.
Read the Terms and Conditions, then click 'Verify'.
Switch back to TallyPrime.
Click on ‘Refresh Status’ in the Connect to Bank screen.

Note:

Balance and Statements via Connected Banking is available on TallyPrime Release 6.0 and above.
Payments, Balance and Statements via Connected Banking is available on TallyPrime Release 7.0 and above.

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Kotak Mahindra Bank and any of its directors, employees and personnel shall not be liable for any loss, damage of any nature including but not limited to direct, indirect, punitive, special, exemplary, consequential as also any loss of profit in any way arising from the use of the services offered by TallyPrime, Zoho Books, and OpenMoney. The recipient shall be solely and fully responsible/ liable for any consequence arising as a result of availing the services and agrees not to hold the Bank liable for any loss or damage upon utilizing the services of TallyPrime, Zoho Books, and OpenMoney. The Bank shall not be responsible in any way for the advice given by TallyPrime, Zoho Books, and OpenMoney, its employees, representatives, agents and consultants.

Everything your business needs Streamlined Accounting, ERP, Payments & More.

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Collect payments easily, anytime, anywhere with kotak.biz app