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Moving off Tally sounds daunting — it isn't. Here's exactly what carries over, how the switch works, and how we keep it low-risk.
Most businesses leave Tally not because it's bad, but because they've outgrown accounting-only software. Migrating to ERPNext brings accounting, inventory, sales, HR and more into one system — and your history comes with you. Here's how the move actually works.
Your data comes with you — cleaned, mapped and reconciled, not re-keyed.
A calm, staged move — not a big-bang switchover.
We map your Tally setup, GST configuration and processes, agree what data to bring over, and set a cut-over date.
Masters and balances are exported from Tally (Excel/XML), so nothing is keyed in twice.
We set up your company, chart of accounts, tax templates (GST/e-invoice), warehouses, roles and workflows.
Exported data is cleaned, mapped to ERPNext and imported — accounts, parties, items and opening balances.
We reconcile opening balances and outstanding against your Tally trial balance until the numbers match exactly.
You run ERPNext alongside Tally briefly while we train your team, so there's a safety net and no leap of faith.
Once you're confident and reconciled, ERPNext becomes your system of record — calmly, on a planned date.
A straightforward single-company Tally migration is typically a matter of a few weeks; more data, multiple companies or heavy customisation extend it. We scope it upfront so you get a realistic timeline, not a surprise — and the parallel-run means you're never forced to switch before you're ready.
Nothing is thrown away. Your Tally data stays intact throughout, we reconcile every opening balance before go-live, and you run both systems in parallel until the numbers and your team are ready. If something doesn't tally, we fix it before you commit.
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No. Your Tally data stays intact, and we migrate masters, opening balances and outstanding into ERPNext, then reconcile them against your Tally trial balance before go-live. Historical transactions can be brought over too, or you can start with clean opening balances.
A straightforward single-company migration is usually a few weeks. Multiple companies, large transaction history or heavy customisation take longer. We scope your specific setup upfront and give you a realistic timeline.
Yes — that's the safe way to do it. We run ERPNext in parallel with Tally for a short period so you can verify the numbers and train your team before ERPNext becomes your system of record. There's no forced leap.
Yes. ERPNext supports GST returns, e-invoice (IRN/QR), e-way bill, TDS and PF/ESI/PT payroll, configured to your filing process, so your compliance continues uninterrupted after the move.
No. Many businesses bring over masters and opening balances for a clean start and keep Tally as a read-only archive of old years. If you need full transaction history in ERPNext, we can migrate that too — it's your call.
Get a clear plan, an honest timeline, and a fixed scope. Talk to a real expert today — whether or not you work with us.
Kochi (Kadavanthra & Infopark) · Thiruvananthapuram · across India & overseas · In business since 2011