TallyPorts
Contract notes → Tally, on autopilot

Effortless Financial Data Management with Complete Security

Automate data entry, eliminate errors, and ensure 100% data security with OWASP compliance — turn broker PDFs into Tally-ready entries in seconds.

  • No credit card to start
  • OWASP-compliant security
  • One-click Tally sync
TallyPorts dashboard preview
25+Validation checks per note
100%OWASP-compliant security
1-clickSync straight to Tally
0Spreadsheets required
How it works

From PDF to Tally in five steps

A powerful automation engine that transforms PDFs into Tally-ready financial intelligence.

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Step 01

Upload Contract Notes

Upload PDFs from any broker — TallyPorts instantly detects formats, splits multi-contract files, and extracts every trade without manual intervention.

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Step 02

AI Extraction & Validation

Our AI engine reads every line, applies 25+ validation checks, identifies segments, calculates taxes, and ensures audit-clean accuracy.

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Step 03

Ledger Mapping & Formatting

Data is auto-mapped to your ledgers, grouped, cost-centered and formatted exactly as Tally XML requires — no spreadsheets, no rework.

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Step 04

One-Click Sync to Tally

Sync validated entries directly into Tally or download ready-to-import XML — full reconciliation history included.

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Step 05

Review, Reconcile & Analyze

Access P&L, holdings, audit trails and trade logs — all updated automatically. Turn raw contract notes into actionable financial intelligence.

Core features

Everything you need to power your back office

Managing daily trades shouldn't feel like a second job. TallyPorts handles the repetitive, error-prone work so your team can focus on what actually matters.

Explore plans →
A

Automated Data Entry

Reads PDF templates and extracts structured data ready for Tally.

T

Seamless Tally Integration

Maps, validates and prepares entries for clean, duplicate-free import.

R

Comprehensive Reporting

Generate P&L, holdings and reconciliation reports on demand.

S

Secure Data Handling

OWASP-compliant encryption, access control and protection.

Why TallyPorts

Work smarter, not harder

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Save Time

Automate tedious, repetitive data entry tasks end to end.

Cut Errors

Eliminate manual mistakes with 25+ automated validations.

More Efficiency

Reduce effort and boost output across your whole desk.

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Boost Broker Efficiency

Purpose-built for high-volume trade workflows and busy back offices.

AR
"TallyPorts has completely transformed how we handle contract notes — what used to take our team hours every evening now happens in minutes, with zero re-keying."
Amit R.
Senior Equity Broker

Make the switch to smarter trading automation

Start simplifying financial data management today — set up in minutes.

Get Started →