📊 Tally ERP Automation

Bank Statement to Tally ERP 9 XML Converter

Tally ERP Automation is a local-first accounting application that transforms bank statement PDFs into Tally ERP 9 importable XML vouchers. It automates transaction extraction, ledger mapping, review workflows, and XML generation, significantly reducing manual bookkeeping effort.

---

🚀 Features

• 📄 Upload and parse bank statement PDFs
• 🧾 Review and edit extracted transactions
• 📚 Import ledger masters from Tally XML or Excel
• 🏷 Assign voucher types (Receipt, Payment, Contra, Journal)
• 🔍 Searchable ledger mapping interface
• 📦 Generate Tally ERP 9 compatible XML vouchers
• 📊 Export approved transactions to Excel
• ➕ Add manual accounting entries
• ⚡ Bulk approve and bulk update transactions
• 💾 Local SQLite database for offline usage

---

🏗 Workflow

Upload Statement
      ↓
Import Ledgers
      ↓
Review Transactions
      ↓
Map Ledgers & Vouchers
      ↓
Generate XML
      ↓
Import into Tally ERP 9

---

🛠 Tech Stack

Layer	Technology
Frontend	Next.js 16, React 19, TypeScript
Styling	Tailwind CSS
Backend	FastAPI, Python
Database	SQLite, SQLAlchemy
PDF Parsing	pdfplumber
Excel Export	openpyxl
API Communication	Axios

---

🎯 Key Highlights

• Eliminates repetitive manual voucher entry
• Supports accountant review before export
• Generates Tally ERP 9 compatible XML format
• Local-first architecture with no cloud dependency
• Designed for accountants, bookkeepers, and finance teams
• Full-stack implementation using modern web technologies

---

📂 Project Structure

tally-automation/
├── backend/
│   ├── app.py
│   ├── parser.py
│   ├── tally_import.py
│   ├── models.py
│   └── database.py
│
├── frontend/
│   ├── app/
│   ├── components/
│   └── public/
│
├── requirements.txt
├── start-app.bat
└── README.md

---

🛠 Installation

1️⃣ Clone the repository

git clone https://github.com/Nisarg0007/tally-erp-automation.git
cd tally-erp-automation

2️⃣ Install backend dependencies

pip install -r requirements.txt

3️⃣ Start Backend

cd backend
uvicorn app:app --reload

4️⃣ Start Frontend

cd frontend
npm install
npm run dev

5️⃣ Open in Browser

Frontend: http://localhost:3000
Backend: http://127.0.0.1:8000

---

🌟 Use Cases

• Chartered Accountants
• Tax Consultants
• Finance Teams
• Small Businesses
• Tally ERP 9 Users

---

👤 Creator

Nisarg Gandhi

Built to simplify accounting workflows through automation and modern web technologies.