Powerful Features

Everything you need to automate your Tally data entry — from smart mapping to AI validation to one-click import.

All-in-One Template

All-in-One Template

One Template, 20+ Formats — Just Select and Go

  • Only one Excel template needed — automatically switches between 20+ template types from a dropdown
  • Voucher Templates: Sales, Purchase, Credit Note, Debit Note — with and without inventory
  • Transaction Templates: Receipt, Payment, Journal, and Contra vouchers
  • Bank Statement Templates: Pre-formatted for all major Indian banks
  • E-Commerce Templates: Amazon, Flipkart, Meesho, and more marketplace formats
  • Custom Templates with Multi Debit/Credit voucher import mode — supports inventory items
  • Masters Templates: Bulk create Ledgers, Stock Items, Cost Centers, and more
Auto-Mapping

Auto-Mapping

Intelligent Column Matching for Effortless Import

  • Automatically matches your data file headings with template headings — no manual mapping needed
  • Validates formatting of amount and date columns in real-time as you map
  • Change mapping on the fly and choose to import only specific columns
  • Dramatically reduces manual work and eliminates mapping errors
Match Party Ledger, Items & Other Ledgers

Match Party Ledger, Items & Other Ledgers

Smart Find & Replace with Tally Data Validation

  • Matches your Excel data with Tally data to validate before import — catch mismatches early
  • Smart Find & Replace lets you correct unmatched entries in bulk with one click
  • Auto-suggests closest Tally matches for unmatched data to speed up corrections
  • Works for Party Ledgers, Stock Items, Tax Ledgers, and all other ledger types
AI Validation

AI Validation

Real-Time Data Validation with Tally for Error-Free Import

  • GSTIN Validation — Pattern check (15-char format), auto-uppercase, highlights invalid entries
  • State & Place of Supply — Normalizes state names, derives from GSTIN, auto-fills for Sales/Credit Notes
  • Date Correction — Parses multiple formats, converts to Tally format, validates against financial year range
  • Amount Rounding — Rounds to 2 decimal places for clean import
  • GST Rate Validation — Validates against known rates (0, 0.25, 3, 5, 12, 18, 28%)
  • HSN Code Validation — Checks length (4/6/8 digits) and numeric format
  • GST Registration Type — Normalizes to valid Tally values (Regular, Unregistered, Composition, etc.)
  • Country & Voucher Type Correction — Normalizes country names and fuzzy-matches voucher types
  • Color-coded results: Blue = auto-corrected, Orange = warnings, Red = errors requiring attention
Excel to Tally Import

Excel to Tally Import

Direct Import with Smart Batch Processing

  • Imports data directly from Excel to Tally — no third-party software or XML import/export needed
  • Validates data and auto-creates missing ledgers and items with proper details before import
  • Batch processing for faster imports, optimized to your Tally software's response time
  • Add round-off ledgers in real-time during import
  • Multi-currency import support for international transactions
  • Switch voucher mode on the fly during import
  • One-click Undo — reverse imported records instantly if something looks wrong
  • Smart Import Dashboard shows real-time progress, success count, and error log
Fetch Party Details

Fetch Party Details

Auto-Fill Party Information from Tally & GST Portal

  • Fetches party details from Tally to ensure voucher imports have matching information
  • If details are missing in Tally, fetch them directly from the GST Portal using GSTIN number
  • Auto-fills State, PinCode, Country, GST Registration Type, and more
  • Ensures complete and accurate party master data for every voucher
Auto Create GST Ledgers

Auto Create GST Ledgers

One-Click GST Ledger Setup Based on Company & Party State

  • Automatically detects your company state and matches it with party place of supply
  • Creates the correct tax ledgers (CGST, SGST, or IGST) with proper naming and rates
  • Configurable ledger string format — customize naming like "CGST @%", "SGST @%"
  • Supports GST calculations before or after discount
  • Option to create other ledgers (Sales, Purchase, etc.) alongside tax ledgers
  • Eliminates manual GST ledger creation — no more spelling mistakes or missing rates
Custom Columns

Custom Columns

Unlimited Bill References & Cost Centers Per Ledger

  • Add as many Bill Reference and Cost Center columns as needed for any ledger — in real-time
  • Select the ledger type and detail type (Bill Reference, Cost Center, etc.)
  • Columns are added automatically to the Excel template as you specify
  • The biggest advantage of Excel templates — complete flexibility without any fixed column limits
Bank Statement Import

Bank Statement Import

PDF to Excel Conversion with Smart Ledger Matching

Learn More →
  • Convert PDF bank statements to structured Excel data with one click
  • Auto-suggests party ledger names by matching narration text with Tally ledgers
  • Automatically assigns voucher type (Receipt/Payment) based on debit/credit amounts
  • Supports all major Indian banks — select from saved PDF conversions
  • Review and edit converted data before importing to Tally

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