Companies
0In your workspaceYOUR WORKSPACE
Good to see you, there.
A little more clarity for the work that matters.
A CLEARER WAY TO WORK
From statements
to clarity.
Bring the details together. Review with confidence. Keep your next step beautifully simple.
01 / THE OVERVIEW
Plan requests require operator approval and do not charge you. Hosted checkout is separate when configured.
AT A GLANCE
Your workspace
Statements
0For selected companyReviewed entries
0For selected companyPICK UP WHERE YOU LEFT OFF
Recent statements
THE REVIEW DESK
Statements.
Import a statement, review every detail, then prepare your Tally file.
Tally connection & existing-book reconciliation
Pair the local connector on the Tally computer, or upload its exported Day Book XML. Confirm exact matches to avoid creating vouchers that already exist. BankSync links do not automatically set Tally BRS bank dates.
One-time pairing code (keep private):
01 / ADD A STATEMENT
Bring in a file
YOUR IMPORTS
Statement history
YOUR COMPANY DATA
Ledger library.
Give your statement suggestions the right context.
ADD LEDGERS
Bring your ledgers in.
Import a Tally ledger XML, CSV or XLSX with a “Ledger Name” column, or paste names below.
OR ADD MANUALLY
CURRENT COMPANY
Your ledgers
YOUR CLIENTS
Companies.
Keep each client, statement and ledger neatly separated.
CREATE A WORKSPACE
Add a company.
Use the exact names from Tally so the export targets the right company and bank ledger.
Only the firm owner can add companies.
COMPANY DIRECTORY
Your companies
WORK BETTER TOGETHER
Your team.
Invite people to this firm with a role suited to their work.
INVITE A COLLEAGUE
Make room for your team.
Create a one-use link for a specific email. Copy and share it yourself; no message is sent by the app.
Copy this link now. It is bound to the email above.
FIRM MEMBERS
People in this workspace.
CLIENT CLARIFICATIONS
Questions.
Keep transaction questions and answers together.
THE REVIEW DESK
Review entries.
Review every transaction before preparing the export.
TRANSACTIONS0
INCOMING₹0
OUTGOING₹0
APPROVED0
STATEMENT DETAILS
Every entry matters.
Review the values against your statement. For bulk approval, select entries that use the same ledger; possible duplicates require individual review.
| DATE | TRANSACTION | AMOUNT | LEDGER / STATUS | Action |
|---|
Page 1
The BRS worksheet lists matched existing vouchers with their reviewed bank dates. Check and enter those dates in Tally; this download does not change Tally.