Unlike the traditional financial system, modern banking and financial systems have advanced significantly recently. If you are a business person who is financially invested or managing financial assets, staying organised with your accounts is crucial. This is where Tallyman Axis comes into play. I am sure most of you are familiar with Tallyman Axis. If you are not, let me tell you that Tallyman Axis is a fintech platform that allows users to manage their finances through its wide range of tools.
What is Tallyman Axis?
In India, hundreds of governmental and non-governmental banks coexist to provide financial services to billions of its population. Axis Bank is one such bank that has been providing various financial services to its customers for a long time. Tallyman Axis is one of the services Axis Bank provides to its customers. It is an online portal designed to streamline and manage users’ finances in one place. Customers who have an account on Axis Bank can easily access this service via registration from the official website of Axis Bank.
Tallyman Axis Key Services:
The Tallyman axis comes with an array of tools and features. The first and foremost feature I want to highlight here is the portal’s customised dashboard. Upon successful login, the user is redirected to the dashboard. This dashboard is more than just a regular dashboard; it provides an overview of your finances and activities. As mentioned earlier, you can customise the dashboard based on your necessity. You can display cash flow, performance indicators, receivables, payables, bad debts, etc.
Another key feature is its integration with other financial systems and software. You can connect your credit cards, mobile wallets, and demat accounts all in one place, saving much time and effort compared to hopping onto each platform individually.
Additionally, this portal provides billing and invoicing features. You can easily create and bill good-looking invoices if you provide financial services to your clients. In addition, the platform also offers features to generate reports of balance sheets, profit loss statements and other various reports as per your requirement.
Uses of Tallyman Axis:
- Bookkeeping: Tallyman Axis is more than just a finance management platform. It has advanced automation features that help businesses and individuals record accurate financial information.
- Tax compliance: Taxes are constantly changing; sometimes, it takes a lot of work for individual users to comply with them. It updates its users on changes in tax laws, rules, and regulations amended by the government and financial bodies. If you are using the Tallyman axis, you don’t have to worry about changes in taxes and regulations, it will look after it.
- Payment management and invoicing: Tallyman Axis also offers automatic payment management. You can automate your payments and effectively manage your cash flow by customising available invoicing templates.
- Real-time insight: Tallyman Axis provides real-time data and analytics of your accounts. You can get real-time reporting from the software if you have integrated external third-party financial platforms. This enables businesses and individuals to make informed decisions based on the data.
- Data analysis: You don’t need to analyze your financial data manually. Tallman Axis has advanced data analysis tools that will extract meaningful insight and help you make informed decisions based on your financial situation. Additionally, you don’t need to be professional in doing so. You only need a few clicks to provide some parameters, and the software will do the rest.
Tallyman Axis Login Process: How do you log in to the portal?
Logging into the Tallyman Axis is similar to logging in to other portals. All you need is an account on the portal. If you need to learn how to log in, follow these step-by-step instructions:
- First, open your web browser and visit the official Tallyman Axis page.
- Once the official page is open, click on the login button. If you haven’t created an account, click the Signup button, fill in the required information, and create one.
- Enter a valid email and password and fill in the captcha. Click on the login button.
- You will be redirected to the dashboard upon successfully validating your email and password.
These are step-by-step instructions for logging into Tallyman Axis. If you have any problems logging into your account, ensure you have entered the correct email, password, and captcha.
Also Read: PNB Parivar HRMS Login – PNB Staff and Pensioners Portal
FAQs
Can I use Tallyman Axis on a mobile device?
Currently, the portal is available only on desktops. There is no dedicated mobile app for accessing it on mobile devices. However, I’d suggest you use the portal on your desktop, as it is more user-friendly and works seamlessly on desktop devices.
How do I change Tallyman’s forgotten password?
If you need help remembering your Tallyman axis password, don’t worry. Go to the login page of Tallyman and navigate to the forgot password button. Now, the software will ask for verification via email or phone number. Verify yourself and set a new password.
How safe is the Tallyman axis?
Tallyman axis comes with strong end-to-end encryption and two-step verification during login, which protects user accounts from third-party users or hackers.
Can I integrate a third-party platform on Tallyman?
The answer to this question is both yes and no. Yes, you can integrate most third-party applications with the software. However, some platforms or portals do not support integration with third-party applications, so these platforms cannot be integrated into Tallyman.
Conclusion
Tallyman Axis is an online fintech platform that allows users to manage and centralise their finances in one platform. Thanks to its seamless integration of third-party platforms, users can connect multiple accounts, cards and wallets in one platform. If you are an individual or corporate user looking after the finances, go for the software. However, to use this software, you should have an account on Axis Bank. I hope this guide has cleared all your doubts and queries about the portal.