Automating Tally Reporting for Enterprises - Trial Underway at Hanaset - Technology & Tools

Dear Esteemed Fellow Members,

We are currently piloting a solution at Hanaset that we believe could significantly enhance how enterprise-level CAs deliver reports, insights, and advisory services to clients using Tally ERP.

This month, we're running a trial with two enterprise customers to validate the solution before our broader release in May.

📌 The Challenge:

Enterprise CA firms often deal with:

Multiple clients using Tally
Large volumes of financial data
Pressure to deliver fast, insightful reports
Demand for advisory beyond compliance

✅ Hanaset’s Solution:

Our platform automates and enhances your existing Tally-based workflows:

🔹 Automated data extraction from Tally via desktop tool
🔹 Standardized COA mapping aligned with IAS/AS
🔹 AI-generated reports (P&L, Balance Sheet, Ratios, Tax Summaries)
🔹 Business intelligence dashboards via Apache Superset
🔹 Exportable insights to Excel, PowerPoint & Word
🔹 Advisory-ready summaries with AI-backed recommendations

The entire process takes minutes, not hours, empowering your teams to deliver faster, smarter, and more scalable client service.

🎯 Why I’m Posting Here:

As a member of CAclubindia, I recognize the value this forum brings in shaping the future of our profession. We're not here to sell — just to learn, exchange, and improve.

If you're part of a firm dealing with multi-client Tally operations and looking to scale your insights or advisory capacity, I’d love to hear your perspective.

💬 Feedback Welcome:

What challenges do you face in managing Tally-based reporting at scale?
Would an AI-powered dashboard/reporting engine benefit your practice?

Note: This post adheres to CAclubindia community guidelines. No personal details, promotional links, or contact information included.

Let’s reimagine the future of reporting — together.

#TallyForEnterprises #CAautomation #FinancialIntelligence #Hanaset #AIinFinance #CAclubindia

For firms handling multiple Tally clients, the key test is whether automation preserves a clear audit trail from source data through COA mapping to each reported figure. How are you validating mapping exceptions, period comparisons, consolidation logic and the accuracy of AI-generated commentary? A pilot that measures review time and error rates alongside report turnaround would help establish where the tool adds value.

In Tally-based reporting, those controls need to fit naturally into the existing data extraction and review workflow. Manual work across clients can be difficult to scale; automation can reduce repetitive tasks while professional judgment remains in control. At Jir AI we provide 2,000+ AI agents and 650+ integrations to streamline your practice’s day-to-day workload. To explore ways to support your reporting workflow, message us on WhatsApp: https://wa.me/message/3HVOZ7HIY4ESC1