Tally Integration & Automation
Intelligent Merging of Tally Registers
Chartered accountant firm
Payment, journal and purchase registers from Tally merged into one clean, date-sorted dataset for analysis.
Beforetedious copy-paste
→Nowseconds
Industry
Automation software for CA Firms & Tax Practitioners
Chartered accountants and TDS filing agents saving days on GST, TDS, 26AS, capital gains and Tally imports.
11 case studies for CA Firms & Tax Practitioners
Tally Integration & Automation
Bank Statement PDF to Tally Import
Accounting and tax consultancies, and businesses banking with more than one bank
Password-protected bank statement PDFs (HDFC, Canara, UBS and more) turned into ledger-mapped Tally XML, with an exceptions report.
Beforemanual entry every month
→Nowa month in under a minute
Reconciliation (GST, Bank & Receipts)
GSTR-2B vs Purchase Register Reconciliation
Manufacturing company
Twelve months of GSTR-2B reconciled with the Tally purchase register - matches, mismatches and missing invoices in one audit-ready workbook.
Before1-2 full days
→Nowminutes
Reconciliation (GST, Bank & Receipts)
Form 26AS TDS Reconciliation
Professional services and consulting firms
Form 26AS / Form 168 TDS credits reconciled against Tally by PAN, as a one-button Windows application.
Beforeline-by-line comparison
→Nowminutes
Tax, TDS & Compliance Tools
Foreign Stock (ESPP / RSU) Capital Gains Workpapers
CA firms and salaried employees of multinational companies
Broker statements parsed and lot-matched to produce Indian capital gains workpapers for ESPP and RSU holders.
Beforehours per client
→Nowseconds
Tax, TDS & Compliance Tools
Consolidated TDS Statement to Excel (26Q and 24Q)
Chartered accountants and TDS filing agents
TRACES consolidated TDS files opened as a three-sheet Excel workbook - deductor, challans and deductees - in one double-click.
Beforerecord-by-record review
→Nowa few seconds
Tax, TDS & Compliance Tools
eTDS Correction Return Preparation and File Format Checker
Chartered accountants and TDS filing agents
TDS correction returns prepared from a marked-up Excel, plus a 100+ rule checker against Income Tax Department file formats.
Beforerepeated rejection round trips
→Nowclean first time
Tax, TDS & Compliance Tools
TDS Return Notice Forecaster (Pre-Filing Check)
Chartered accountants and finance teams filing quarterly TDS returns for several deductors
Reads 26Q and 27Q return files before filing and forecasts likely TRACES defaults, so corrections happen first.
Beforedefaults found after filing
→Nowfiled clean first time
Reports, MIS & Dashboards
Trial Balance Cost-Centre Allocation
Manufacturers and cost accountants
Trial balance ledgers allocated across cost centres from percentage matrices in a single step.
Beforerecurring spreadsheet chore
→Nowone step
Email, WhatsApp & Alert Automation
Digital Signature (DSC) Application Tracking
DSC service providers (built for our own operations)
DSC renewal and payment emails read from the mailbox into a de-duplicated tracking sheet, with Google Chat alerts.
Beforedaily read-and-retype
→Nowmaintains itself
Tax, TDS & Compliance Tools
Automated Form 26AS Retrieval from the Income Tax Portal
CA firms and businesses
Browser automation logs into the income tax portal, downloads 26AS and feeds the reconciliation end to end.
Beforemanual portal downloads
→Nowsingle command
Have a process like this on your desk?
Tell us how the work is done today. We will show you what can be automated - usually a working version within days.