The current state remains visible to preparers and reviewers.
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Bring a Trial Balance from Tally Prime into AutoFS through the local Chrome extension, with source evidence and engagement context retained together.
The current state remains visible to preparers and reviewers.
The current state remains visible to preparers and reviewers.
The current state remains visible to preparers and reviewers.
The current state remains visible to preparers and reviewers.
Relevant source and support remain available from the work item.
Open, reviewed, approved, and blocked states are never conflated.
A versioned Trial Balance snapshot ready for validation and mapping.
Controlled workflow
The Chrome extension connects the signed-in browser session to the selected Tally Prime company on the local machine.
Human-visible state and evidence+1 related controlIllustrative sample · live engagement values remain inside AutoFS.
Controlled workflow
Company identity and financial-year dates are checked against the engagement before data is stored.
Human-visible state and evidence+1 related controlIllustrative sample · live engagement values remain inside AutoFS.
Controlled workflow
AutoFS retains the source XML, its hash, extraction metadata, and the parsed Trial Balance snapshot.
Human-visible state and evidence+1 related controlIllustrative sample · live engagement values remain inside AutoFS.
Controlled workflow
Debit-credit balance and row-level issues remain visible for a person to resolve before classification begins.
Human-visible state and evidence+1 related controlIllustrative sample · live engagement values remain inside AutoFS.
Tally sync imports source data only. Classification and statutory judgments remain separate, human-approved steps.
Keep source, human decisions, workings, review, and final output in one controlled engagement file.