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Excel2Tally

Brand : Atom Enterprises

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₹ 531 incl. GST

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Excel2Tally is one of the leading accounting software used across India. It allows accounting professionals to import data from Excel sheet to Tally seamlessly. It also helps in verifying important financial documents for importing them into Tally Definition Language (TDL). This TDL finally verifie...Read more

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Excel2Tally Software Pricing, Features & Reviews

What is Excel2Tally?

Excel2Tally is one of the leading accounting software used across India. It allows accounting professionals to import data from Excel sheet to Tally seamlessly. It also helps in verifying important financial documents for importing them into Tally Definition Language (TDL). This TDL finally verifies XML as well as Tally data to check and search for the missing master’s vouchers before allowing an application to create missing masters. In addition to that, this Tally Excel import tool allows users to get complete log and analyses of the imported data.

Here are some of the accounting & business functions where Excel2Tally is used:

  1. Banking
  2. Journals
  3. Masters
  4. Purchase department
  5. Sales
  6. Tally Definition Language

Different Excel Templates Supported by Tally2Excel

Tally2Excel software supports different Excel templates to manage and sales and credit data.

  1. Sales & purchase import templates
  2. Banking templates
  3. Master import templates
  4. Journal import templates 

How Does Excel2Tally Automation Work?

Excel2tally works in three simple steps and can be used by anyone with limited tech knowledge for Excel to Tally data import:

Step 1: Upload your excel file for sales, purchase, inventory ledger

Step 2: Convert the file from Excel to XML for Tally

Step3: XML files can be directly imported to Tally

How to Import Sales & Inventory Data from Excel to Tally using Excel2Tally?

Here is a step by step guide as to how users can import sales information using Excel2Tally:

  1. Open the software and login from the registered account.
  2. Users will have to add the company name and thus has to be done as per the details available on Tally.
  3. Export the sample excel template from Excel2Tally and fill the data as per your key requirements.
  4. Once the data is prepared in the template, go ahead and upload in the software for further processing.
  5. After the data process is over, all the data is made available for download in the form of result.
  6. Now head over to the file directory: > Open Tally Company > Import data > Vouchers > Provide the complete XML file path and press “Enter” to import all the data to Tally.

What is the price of Excel2Tally accounting software?

The price of Excel2Tally is available at request. Please request a call back from Techjockey for inquiries.

Excel2Tally Pricing & Plans

Individual Packages
  • Convert & Import Unlimited Data
  • Choose Template of Your Choice
  • Best for upto 3 Companies
  • 10:00 - 18:00 Professional Support
    • Quantity
    • Monthly

Calculated Price (Exclusive of all taxes)

450
Business Packages
  • Convert & Import Unlimited Data
  • Choose Template of Your Choice
  • Unlimited Companies
  • 10:00 - 18:00 Professional Support
  • Option(s)
    • Quantity
    • Monthly

Calculated Price (Exclusive of all taxes)

4050

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Excel2Tally Features

Core Functionalities

  • icon_check Sales Management It consists of tracking sales transactions, managing customer accounts, and generating reports on sales performance.
  • icon_check General Ledger It is a comprehensive record of all a business's financial transactions, categorized by accounts.
  • icon_check Bank Reconciliation It is a process of comparing the balances in the company's records with the balances shown on the bank statement.
  • icon_check Receipt Management It involves capturing, organizing, & storing digital copies of receipts for expenses & purchases.
  • icon_check Credit / Debit Note A credit note is issued to reduce the amount a customer owes, typically due to returns or overpayments.
  • icon_check Multi Currency Support Refers to the software's capability to handle transactions, reporting, and financial management in multiple currencies.
  • icon_check Bank Settlement Refers to the process of reconciling transactions between a company's bank account records & its accounting system.
  • icon_check Accounts Payable Refers to the money a business owes to its suppliers or vendors for goods or services purchased on credit.
  • icon_check Accounts Receivable It represents money owed to a business by its customers or clients for goods or services delivered but not yet paid for.
  • icon_check Bookkeeping Capabilities Involves recording and managing financial transactions, tracking income and expenses, and keeping records current.
  • icon_check Transaction Management Tracks, records, and categorizes financial transactions for accurate reporting.
  • icon_check Tax Management It automates the calculation, tracking, and reporting of various taxes.
  • icon_check Payroll Management Streamlines the process of calculating employee salaries, tax deductions, and benefits.
  • icon_check Time & Expenses Management It is a process of recording, tracking, and managing employee working hours and business-related expenses.
  • icon_check Asset Management Consists of tracking & managing a company's assets throughout their lifecycle.
  • icon_check Fund Accounting It is a method of segregating resources into self-balancing sets of accounts, or funds, according to their intended use or
  • icon_check Cost Centres A vital unit where costs are allocated for internal tracking & management purposes.
  • icon_check Fixed Asset Register (FAR) Management A Fixed Asset Register tracks and manages a company's fixed assets, including their acquisition cost, depreciation, and current
  • icon_check Trial Balance Preparation It consists of compiling and listing all ledger accounts and their balances to verify the accuracy of recorded transactions.
  • icon_check Gst Report Preparations Involves the process of compiling data on Goods and Services Tax (GST) transactions from various financial records within an
  • icon_check Return Filings Return filings are crucial in accounting software, where businesses prepare and submit tax returns to relevant authorities.
  • icon_check Tds Report Generations Includes the automated creation of reports detailing Tax Deducted at Source (TDS) from payments made to vendors or contractors.
  • icon_check GST Input Reconciliations Involves matching the Input Tax Credit (ITC) claimed on purchases with the GST details provided by suppliers.
  • icon_check Variant Analysis Includes comparing & evaluating different versions or scenarios of financial data to identify variations, discrepancies, or
  • icon_check Alerts & Notifications They are automated messages that inform users of important financial events, deadlines, or discrepancies.
  • icon_check Batch Management It enables users to handle multiple transactions collectively, streamlining processes such as invoicing, payments, and updates.
  • icon_check Branch Management It allows businesses to manage financial transactions, reports, and data specific to different branches or locations, ensuring
  • icon_check Broker Management Involves tracking & managing broker transactions, commissions, & related financial activities to streamline brokerage
  • icon_check Claims Management Includes tracking, processing, & settling claims efficiently, ensuring accurate record-keeping and financial reporting.
  • icon_check Collection Management A robust field that involves tracking & managing receivables, including invoicing, payment reminders, & follow-ups.
  • icon_check Document Management Refers to the digital storage, organization, & retrieval of financial documents & records.
  • icon_check Quotation & Estimates Offers detailed price estimates to clients before finalizing sales, while estimates offer preliminary cost projections.
  • icon_check Statutory Compliances Ensures adherence to legal regulations such as tax laws, payroll requirements, and financial reporting standards.

Administrative Features

  • icon_check Ledger Scrutiny Ledger scrutiny involves a detailed examination of financial records to ensure accuracy, completeness, and compliance.
  • icon_check Admin Controls Allows administrators to manage user access, set permissions, and oversee the security of financial data within the system.
  • icon_check User Access Management Includes roles, permissions, access control, and activity tracking to ensure secure operations.
  • icon_check Backup & Restore A process of creating a copy of data (backup) to prevent data loss and retrieving that data (restore) to recover the system to
  • icon_check Facility Management Refers to the tools used to track and manage the operational costs, maintenance, and usage of physical assets or facilities.
  • icon_check Self Service Portal Allows users to access and manage their financial information independently, including viewing reports, submitting invoices, and

Integrations Supported

  • icon_check Import / Export Management Refers to the ability to transfer financial data in and out of the system, enabling seamless integration with various apps.

Financial Management

  • icon_check Cash and Bank Management It tracks and manages all cash inflows and outflows, including bank transactions and cash payments/receipts.
  • icon_check Cash Flow Management Used for tracking, analyzing, & optimizing the net amount of cash receipts, barring cash expenses.
  • icon_check Budgeting & Forecasting They are vital financial planning tools businesses use to estimate future revenue & cash flow.
  • icon_check Revenue Management Refers to the systematic process of predicting, analyzing, & optimizing an organization's income by managing pricing &
  • icon_check Fund Accounting It is a method of segregating resources into self-balancing sets of accounts, or funds, according to their intended use or
  • icon_check Fund Planning Defined as a process of forecasting & managing the inflows and the outflows of cash.
  • icon_check Net Worth Management Defined as a process of tracking and managing an individual or organization's total assets and liabilities.
  • icon_check Financial Planning & Analysis It includes forecasting future financial performance based on historical data, and budgeting for expenses and revenue.

Analytics and Reporting

  • icon_check Profit & Loss It shows revenues, costs, and expenses to determine net profit or loss for a period.
  • icon_check Financial Accounting and Reporting It involves tracking and managing a company's fixed assets, such as equipment, vehicles, and buildings.
  • icon_check Gross Profit Refers to the difference between revenue from sales and the cost of goods sold.
  • icon_check Ratio Analysis It includes evaluating financial ratios derived from financial statements to assess a company's performance.
  • icon_check Net Profit Management Involves calculating, analyzing, & reporting the net profit earned by a business after deducting all expenses.
  • icon_check Audit Management Refers to a process of preparing for & conducting audits by organizing & tracking audit-related activities.
  • icon_check Financial Statement Generation & Analysis Refers to the process of automatically creating financial reports like balance sheets & income statements.
  • icon_check Profit Centers Defined as a segment within a business that is responsible for generating profits.

Sales and CRM

  • icon_check Sales Management It consists of tracking sales transactions, managing customer accounts, and generating reports on sales performance.
  • icon_check Order Management Handles the processing, tracking, & fulfilment of customer orders, thereby integrating them with inventory & financial
  • icon_check CRM Capabilities CRM capabilities are integrated to streamline & optimize the business processes associated with customer management.
  • icon_check Customer Management It involves tracking & managing customer information, transactions, & interactions to streamline billing, payments, &
  • icon_check Loyalty Program Tracks and manages rewards or incentives given to customers for their continued business.
  • icon_check Quotation & Estimates Offers detailed price estimates to clients before finalizing sales, while estimates offer preliminary cost projections.

Inventory and Supply Chain Management

  • icon_check Stock Management It includes tracking inventory levels, monitoring stock movements, & managing reorder points.
  • icon_check Inventory Management It involves tracking, managing, and optimizing the stock of goods and materials.
  • icon_check Vendor & Supplier Management Tracks interactions, manages invoices and monitors payments for efficient procurement.
  • icon_check Inventory Reconciliation Refers to the process of matching the inventory records in an accounting system with physical inventory.
  • icon_check Item Master A centralised database where detailed information about each inventory item or product is stored.
  • icon_check Barcode Scanning It streamlines inventory management by automatically tracking & recording product information.
  • icon_check Delivery Management It consists of tracking and managing the delivery of goods or services to customers, including scheduling, logistics, & more.
  • icon_check Distribution Management Involves tracking & managing the flow of goods from suppliers to customers, including inventory control.
  • icon_check Product Management It includes overseeing the development and enhancement of features related to tracking, managing, and reporting financial data.
  • icon_check Store Management Helps track inventory, manage stock levels, and streamline purchase and sales processes.
  • icon_check Supply Chain Management Streamlines procurement, inventory, and logistics for efficient financial oversight.
  • icon_check Warehouse Management Optimizes inventory, controls stock levels, and manages orders and shipments efficiently.

Project and Workflow Management

  • icon_check Transaction Management Tracks, records, and categorizes financial transactions for accurate reporting.
  • icon_check Time & Expenses Management It is a process of recording, tracking, and managing employee working hours and business-related expenses.
  • icon_check Project Accounting Project accounting tracks & manages financial information & activities specific to individuals or jobs.
  • icon_check Facility Management Refers to the tools used to track and manage the operational costs, maintenance, and usage of physical assets or facilities.
  • icon_check Production Management It involves tracking & controlling the manufacturing process, including inventory levels, work orders, and production costs.
  • icon_check Workflow Management Streamlines tasks automate processes and enhances team collaboration for efficient operations.

Retail and Point of Sale

  • icon_check Point of Sale (POS) Integrates sales transactions with financial records, facilitating real-time inventory management and streamlined reporting.
  • icon_check Retail Management Consists of features for tracking inventory levels, sales transactions, & customer data along with generating reports for

Billing & Invoicing

  • icon_check Payment Processing Refers to the handling of electronic transactions between buyers & sellers, ensuring the secure transfer of funds.
  • icon_check Bill Of Materials (BOM) Refers to a detailed list of raw materials, components, and instructions required to manufacture a product.
  • icon_check Payment Tracking Monitors and records incoming and outgoing payments, ensuring accurate financial records and timely reconciliation.
  • icon_check Invoice Processing It includes receiving and managing invoices from vendors or suppliers to ensure accurate payment and financial record-keeping.
  • icon_check Automatic Payment Reminders Automatic payment reminders are notifications sent to remind customers of upcoming payments.
  • icon_check E-Way Bill Generation E-Way Bill Generation involves creating and managing electronic invoices required for the transportation of goods under GST

Excel2Tally Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Language:
  • Windows
  • Desktop
  • Web-Based
  • All Industries
  • All Businesses
  • English

Excel2Tally Review

90%

Have recommended this product

Overall Score

4.5/5
Based on 1 Review

Review this product

Your valuable feedback helps others like you make a better decision.

A

Aniket

Verified reviewer:linkedin_verify

Project Manager, Accounting

101-500 Employees

Reviewed on: Aug 7, 2024

5/5

“Excel2Tally by Atom Enterprises: A Short Review”

Excel2Tally, developed by Atom Enterprises, is a powerful tool designed to seamlessly integrate Excel with Tally, one of the most widely used accounting software. This software excels in automating data import processes, significantly reducing manual effort and the risk of errors. With a user-friendly interface, Excel2Tally allows users to effortlessly convert and transfer data from Excel spreadsheets directly into Tally, ensuring accuracy and efficiency. Whether for small businesses or large enterprises, this tool streamlines financial management tasks, making it an invaluable asset for any organization aiming to enhance their accounting workflow.

Pros :

Cons :

Reason to switch : Easy and very Good

Features

5/5

Value for Money

5/5

Customer Support

5/5

Ease of Use

5/5

Likely to Recommend

9/10

Excel2Tally FAQ

A Excel2Tally supports all the versions of Tally after Tally ERP 9.
A No, you do not have to make any external changes into your Tally ERP software to accommodate the working of Excel2Tally.
A Excel2Telly supports pretty much every version available under the sun from Excel 97 to the current version.
A No, Excel2Tally does not share any customer information with anybody. It only converts the excel data into Tally compatible XML formats.
A No, Excel2Tally does not require an active Tally.NET subscription for operation.
A Tally2Excel automation tool imports the purchase with inventory data, purchase without inventory data, sales with inventory, sales without inventory, and more.

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