Entera Global Blog – Articles for Accountants

How Accountants Can Automate Entry from Excel to Tally Without Templates or Programming Skills

For many businesses, Excel is the essential tool for recording financial data due to its user-friendly interface and widespread adoption. Accountants often receive key financial records like sales and purchases in Excel format.

The next crucial step is transferring this data to Tally - a specialized accounting system designed for deeper and more efficient financial management.

Transferring data from Excel to Tally presents several challenges:

1. Accuracy is Key:

Ensuring 100% accuracy in data migration is critical. Even minor errors in financial data can lead to significant discrepancies in accounting records.

2. Compatibility Matters:

Aligning Excel's flexible spreadsheet format with Tally's structured accounting format requires careful manual mapping of data fields, a time-consuming and often complex task.

3. Dealing with Volume:

The large volume of data in Excel sheets, especially for sizable businesses, can make the transfer process daunting and error-prone.

4. Customization Challenges:

Excel's custom formulas and unique data formats might not directly translate to Tally, creating difficulties in maintaining the same level of detail.

5. Skillset Requirement:

A successful transition demands not just accounting knowledge but also a good understanding of both Excel and Tally's functionalities.

Traditional Automation Solutions and Their Limitations

Accountants can use special programs or templates to partly automate this process, but these solutions have drawbacks:

  • Time-Consuming Setup: Setting up data to fit specific templates can be labor-intensive.
  • Frequent Changes: Regular updates to these templates require users to continuously adapt.
  • Compatibility Issues: Not all templates suit every data type, leading to mismatches and adjustments.
  • Programming Skills Needed: Some tools require basic programming knowledge, a skill not all accountants possess.
  • Complex Interfaces: Complicated tools can be counterproductive for non-tech-savvy accountants.
  • Manual Mapping: Despite automation promises, manual intervention is often needed to map Excel fields to Tally formats, a meticulous and error-prone process.

Entera: The AI-Based Game Changer for Excel to Tally Automation

Entera is an innovative AI-based software designed for accountants that automates the entry of sales, purchases, receipts, expenses, vouchers, and journal entries into Tally with 100% accuracy.

Benefits of Using Entera:

  • No Templates Required: Simply upload xls files as they are. Entera uses AI and OCR technologies to extract data with 100% accuracy.
  • Auto-Mapping: Entera checks data, matches items, HSN Codes, and maps sales, invoices, and GST. It remembers your choices for future use.
  • Ease of Use: There’s no need to download special software or have programming skills. Files can be uploaded using a computer or even a smartphone through a user-friendly interface.

Read the step-by-step guide of Excel-to-Tally automation with Entera to see how it works.
While traditional automation solutions offer some relief, they come with their own set of limitations. Entera emerges as a powerful, easy-to-use solution that leverages AI to automate data entry into Tally, simplifying the accountant's workflow and ensuring error-free data transfer.