Walkthrough

How to use assureFinancials

A step-by-step run through the app — importing a trial balance, connecting your Tally data, and taking out the financial statements. Watch it once and the first client takes minutes.

Trial balance import Tally connection Grouping & review Excel & PDF output
1 Import Bring in the trial balance from Excel, or pull it straight from Tally using the local connector.
2 Group Ledgers are mapped to the right heads automatically. Review what the app suggests and change anything you want.
3 Review Notes, disclosures and workings are built from the same figures, so the statements and the schedules always agree.
4 Export Take the financials out as Excel or PDF, and the draft JSON for your ITR and Tax Audit software.

Try it on your own trial balance.

Register once and start a 7-day demo of assureFinancials with 10 client workspaces included.

Register for Demo Access