Are you still spending hours every month preparing financial statements manually from Tally?
If yes, you’re not alone. Exporting data from Tally, cleaning it up in Excel, arranging it into proper formats for Profit & Loss, Balance Sheet, or MIS reports — it’s a repetitive, time-consuming routine most finance professionals dread.
But what if all of this could be done at the click of a button?
Too good to be true? Maybe. But let’s find out.
Can You Generate Financial Statements from Tally in Excel Automatically?
Yes! If you use Tally for bookkeeping and Excel for reporting, automation can bridge the gap and save you hours of manual work.
Many finance professionals, Chartered Accountants, and business owners face the tedious monthly task of exporting Tally data, cleaning it in Excel, and then preparing Profit & Loss accounts, Balance Sheets, and other MIS reports. But it doesn’t have to be this way.
With our ready-to-use Excel automation tool, you can extract Tally data seamlessly and generate financial statements in just a few clicks — no coding or manual effort required.
How Can I Export Tally Data to Excel for Automation?
There are three common methods:
- Manual Export from Tally to Excel:
- Go to Tally > Display > Financial Statements
- Export using Excel format
- This is repetitive and prone to errors
- ODBC Connection:
- Tally allows ODBC integration
- You can pull live data directly from Tally to Excel using queries
- Requires technical setup and Excel VBA knowledge
- Our Pre-built Excel Automation Tool:
- Plug-and-play Excel solution
- Automatically pulls P&L, Balance Sheet, Trial Balance
- Easily refresh data every month with minimal input
Looking for a hassle-free solution? Try our done-for-you tool designed for Tally-to-Excel automation at Bizwiz.co.in.
What Reports Can Be Automated from Tally to Excel?
Our tool allows you to automate:
- Profit & Loss Statement
- Balance Sheet
- Trial Balance
- Notes To Accounts
- Suggestive cash flow statement
- Suggestive fixed assets & capital schedule
You can switch financial periods, apply filters, and generate print-ready reports instantly.
What Are the Benefits of Excel Automation with Tally?
| Feature | Manual Method | Excel Automation Tool |
| Time Required | High | Low |
| Errors | Frequent | Minimal |
| Custom Reports | Difficult | Configurable Templates |
| Monthly Updates | Manual | One-Click Refresh |
| User Skill | Medium | Basic Excel Only |
Our tool not only improves accuracy and speed, but also lets you focus on financial analysis, not formatting.
Is This Tool Useful for CA/CS/CMA Practitioners or business owners or accountants?
Absolutely! Whether you’re a student or a practicing professional or a business owner or an accountant, our tool helps you:
- Serve clients faster with fewer errors
- Generate audit-ready financials
- Create custom MIS reports without starting from scratch
Save hours every month and boost your productivity using automation.
Do I Need to Learn Coding or Advanced Excel for This?
No! Our plug-and-play tool requires no coding, no complex setup, and no macros to build from scratch. It comes with:
- Pre-built templates
- Clear instructions
- One-click refresh functionality
Just connect to Tally and start generating reports. It’s that simple.
👉 Try the Automated Financials from Tally Tool Now
Tired of doing the same Excel formatting every month?
Automate it all with our smart Tally-Excel integration tool. Queries?
Let your efficient, fast, and focused working life begin!
