Tally Data Import

Import opening balances and ledger data from Tally Prime / Tally ERP 9

Compliance: 78%

How Tally Import Works

Export your Trial Balance or Ledger Summary from Tally as CSV or Excel. ComplyAI will import all ledger accounts with their opening balances, map them to the standard Indian Chart of Accounts, and update your books accordingly.

Opening balances per ledger Dr/Cr balance types Auto-mapping to chart of accounts New ledgers created automatically

Select Tally Export File

Drop your Tally export here

CSV, Excel (.xlsx, .xls) · Trial Balance or Ledger Summary

Exporting from Tally

Tally Prime:

Go to Gateway of Tally → Display
Click Trial Balance
Press E (Export)
Choose format: Excel or CSV
Select date range (full FY)
Export and upload here

Tally ERP 9:

Gateway of Tally → Display → Trial Balance
Press Ctrl+E to export
Format: Spreadsheet (XML) or CSV
Upload the exported file

What Gets Imported

Ledger accounts

All Tally ledgers mapped to our chart of accounts

Opening balances

Dr/Cr balances as of import date

Account groups

Auto-mapped to Asset/Liability/Income/Expense/Equity

New ledgers

Created automatically if not already present

Supported Formats

📄CSV (any bank/Tally export)

📊Excel .xlsx / .xls

⚖️Trial Balance export

📋Ledger Summary export