Financials in under 5 minutes.
assureFinancials prepares complete financial statements for companies and non-corporate entities — from trial balance to review-ready Excel and PDF. Intelligent mapping does the grouping for you, and every part of it stays yours to change.
assureFinancials
Make financials faster, with higher accuracy and lower review rework. Schedule III-style presentation, linked notes, disclosures and outputs your reviewer can sign off on.
- ✓Companies and non-corporate entities support
- ✓Schedule III-style presentation and linked notes
- ✓Excel and Tally import, grouping, disclosures, PDF output
- ✓Draft JSON for ITR and Tax Audit software
Corporate or non-corporate — financials in under 5 minutes.
Import the trial balance, review, and take the output. The work that used to take an evening of formatting is finished before your tea goes cold.
Both entity types, one tool
Companies and non-corporate entities are handled by the same app, each in its own correct presentation.
- Companies in Schedule III-style presentation
- Firms, LLPs and proprietors in the traditional format
- Comparative year handled alongside
- Excel and PDF ready to circulate
From trial balance to signed set
Every step after the import is prepared for you and left open for review.
- Balance Sheet, P&L and notes built together
- Notes stay linked to the figures behind them
- Disclosures and annexures generated with the set
- Checks flag what still needs your attention
The grouping is already done when you open the file.
Ledger names are read and mapped to the right head on their own — statutory dues, GST, advance tax, depreciation and the rest land where a CA would put them.
It reads the ledgers, not just the numbers
Mapping is suggested from the ledger name and its behaviour, so the first draft is already close to final.
- Tally and Excel trial balances both supported
- Input and output GST separated correctly
- Advance tax, TDS and statutory dues placed properly
- Unmapped ledgers are listed, never silently dropped
It remembers your firm's way
A grouping you approve once is remembered for the next year and the next client, so the same correction is never made twice.
- Your approved grouping is never overwritten
- Repeat clients come up pre-grouped
- Firm wording carried across the statements
- Less checking, because less changes each year
Automatic, but never out of your hands.
Every suggestion the app makes can be changed. The financials are signed in your name, so nothing is locked away from you.
Change anything
Grouping, note text, order, disclosures, wording, units, decimals — all of it is yours to set.
- Regroup any ledger at any time
- Edit note text, add rows, reorder notes
- Choose units, decimals and presentation
- Add your own disclosures and annexures
Nothing changes behind your back
The app suggests; you decide. Once you have set something, it stays set.
- Your edits survive a re-import
- Approved groupings are left alone
- Figures stay traceable to the trial balance
- Review checks point out gaps without forcing a fix
Carry the same figures into your ITR and Tax Audit software.
assureFinancials produces a draft JSON with the financial data already filled in, ready to import into CompuTax, Webetax, Genius and similar software — so the same numbers are not typed a second time.
Typed once, used everywhere
The figures already prepared for the financials are handed on rather than re-entered.
- Draft JSON for ITR
- Draft JSON for Tax Audit
- Imports into commonly used tax software
- Prior year data carried in where available
Saves time, and saves mistakes
Re-keying a balance sheet into a tax utility is where numbers go wrong. This removes that step.
- No re-typing between two applications
- Tax figures agree with the signed financials
- Less checking at the review stage
- Faster filing in the busy weeks
Built around real CA firm work.
Built by practising Chartered Accountants for the way financial statements are actually prepared and reviewed.
“assureFinancials makes financial statement preparation more structured, especially grouping, notes and review-ready outputs.”
Practicing Chartered AccountantFinancial statement preparation“Auto mapping gets the grouping close to final on the first import, so the time goes into review instead of data entry.”
CA Firm PartnerFinancials and review“The draft JSON saves a full round of re-typing into the tax software, and the figures match the signed financials.”
Audit & Compliance TeamITR and Tax Audit filingThe rest of the assureOffice suite.
These are being built for the same login, so client and compliance data can move between them. assureFinancials is the one you can use today.
Register once. Start your 7-day demo after login.
Get 7 days of demo access to assureFinancials with 10 client workspaces included. Your registration also puts you first in line for the assureOffice apps still to come.