Union Bank inside your ERP
View balances, download statements and make fund transfers right from Tally, SAP, Zoho Books and more.
Explore ERP Banking →Current A/c · XXXX 4821₹ 48,26,540.00Acme Traders+ ₹2,40,000
Sharma Logistics− ₹1,15,500
(Toll Free No.) 1800 2333 / 1800 208 2244 / 1800 425 1515 / 1800 425 3555 | 9666606060 | www.unionbankofindia.bank.in
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ERP Banking · Now live for Union Bank customers
Your Union Bank account, inside your ERP.
See balances, pull statements and pay vendors without leaving Tally, SAP, NetSuite, Zoho Books and more. Set up once. Bank from your books.
Works with 11 ERP & accounting platforms · Setup in under 15 minutes
✅ Statement auto-reconciled
⚡ ₹1,25,000 sent via IMPS
Your ERP › Banking › Union Bank of India
Current A/c · XXXX 4821₹ 48,26,540.00Synced just now
Available₹ 46,10,200
Today's credits+ ₹2,40,000
Account 2 · XXXX 7730₹ 9,84,310
Acme TradersNEFT · INV-1042
+ ₹2,40,000Matched
Sharma LogisticsRTGS · Vendor payout
− ₹1,15,500Matched
GST ChallanTax payment
− ₹78,200Matched
Bright RetailUPI · INV-1051
+ ₹64,900Matched
Pay vendor · from approved bill BILL-2208₹ 1,25,000 → Patel Steel
Maker ✓→Checker ✓→OTP
Works with the ERPs and accounting tools your team already uses
What you get
Everything banking, right where you work
Three things finance teams do every day, now inside your ERP.
Live balances across accounts
Fetch your Union Bank balances on demand or on a schedule, and see your cash position without opening net banking.
- Multiple accounts and entities
- Scheduled or on-demand refresh
- Cash position on your ERP dashboard
Cash position · All accounts₹ 58,10,850.002 accounts · Union Bank of India
XXXX 4821₹ 48,26,540
XXXX 7730₹ 9,84,310
Statements that reconcile themselves
Statements flow into your ERP automatically and match against invoices and bills. No more CSV uploads.
- Daily and intraday statements
- Smart matching to invoices and bills
- Exceptions flagged for review
Acme TradersINV-1042
+ ₹2,40,000Matched
Sharma LogisticsBILL-2199
− ₹1,15,500Matched
Unknown creditNeeds review
+ ₹12,000Review
Pay vendors from approved bills
Initiate NEFT, RTGS, IMPS and UPI payments straight from your payment run, with your approval hierarchy intact.
- Bulk vendor payouts
- Maker-checker approvals with OTP
- Payment status written back to the ERP
Payment run · 12 bills₹ 8,42,300Maker ✓→Checker ✓→Processed
How it works
Up and running in four steps
No code and no IT project. Sign up and our team guides you through setup.
1
Sign up
Tell us about your business and your ERP. It takes a minute.
2
Connect your ERP
Link your ERP or accounting software with a guided setup.
3
Authorize accounts
Approve accounts and user roles with a bank OTP.
4
Start banking
Balances, statements and payments appear inside your ERP.
Integrations
Connect the software you already use
Pick your ERP or accounting platform to see what you get.
Don't see your software? Talk to us — Union Bank also offers secure APIs for custom integration.
Trust & security
Bank-grade security, built in
🔐256-bit encryptionData is encrypted in transit and at rest.
✅Maker-checkerPayments follow your approval hierarchy.
📲OTP authorizationSetup and payments are verified by OTP.
📜Full audit trailEvery action is logged and traceable.
Bring Union Bank into your ERP
Sign up today and we'll help you connect your accounts.
