Convert Old Excel Financials into Schedule III Style Format
Convert your old traditional financial statements into Schedule III-style financial statements in accordance with the ICAI Guidance Note on Financial Statements of Non-Corporate Entities.
Upload Old Financials
Start connector, keep Tally open, then click Check Connector.
2. Trial Balance — Excel — Ledger-wise (Required for Current Year)
Do not upload the normal Group-wise Trial Balance. In Tally, change Type of Grouping to Ledger-wise before export.
Your financial data is not stored during normal conversion. The file is processed and the result is returned.
It is stored only if you choose to save it into your account, or if after an error you explicitly choose
“Share workbook with support” for temporary troubleshooting.
Select financial statement sheets
Select the sheets containing the financial statements and their notes.
Last year's file
Check the figures before generating
Capital account
Fixed assets
Stock
Imported accounting data
Anything changed here is what the financials are built from.
Owner & auditor details from the statements
Detected from wording and nearby cells, not fixed Excel positions. Please review before generating.
Output presentation
These choices apply to the generated Schedule III / ICAI PDF and Excel output.
2 free generations without login · 2 remaining
Help us support this Excel format
If this Excel import or generation failed, you can choose to share the source workbook with our support team. It is stored only for troubleshooting and expires automatically after 7 days.
For the ITR and Tax Audit drafts
Both files are optional — they only carry last year's
figures across. Like everything else here, they are used for this
request and not kept.
Save generated year in an existing client
Choose which generated year to save and the matching CY or PY in your client's financials.
You already have a client with this name
Normal generation does not retain the uploaded financial data. Saving into the app stores it in your own account;
a failed workbook is retained only if you explicitly choose to share it with support.
History
Kept in this browser only — nothing here is sent to us. Downloads are regenerated when you open an entry again.
What is assureOffice Financial Builder?
assureOffice Financial Builder, available as assureFinancials,
is financial statement preparation software for Chartered Accountants, accountants and
finance teams in India. It converts existing old-format Excel financial statements or
Tally accounting data into a structured Balance Sheet, Profit and Loss, Notes to Accounts
and supporting schedules for companies and non-corporate entities.
InputsOld-format financial statements in Excel, a Tally connection,
or supported Tally exports.
OutputsBalance Sheet, Profit and Loss, Notes to Accounts, PPE and
capital schedules, comparative figures, Excel and PDF.
Professional reviewReview automatic grouping, change ledgers,
edit notes and control the final presentation before use.
How it works
1 · Bring in your data
Import Old Format Financials Excel, connect Tally on your own machine, or import Tally exported files.
2 · Generate
Grouping, notes, disclosures and the comparative year are prepared for you.
3 · Take the output
Download the Schedule III set and the traditional format, or open it inside
the app to review and change anything.
Corporate or non-corporate — financials in under 5 minutes
Both entity types, one tool
Companies in Schedule III-style presentation; firms, LLPs and proprietors in
the traditional format. The comparative year is handled alongside.
Auto intelligent mapping
Ledger names are read and mapped to the right head on their own — statutory
dues, GST, advance tax, depreciation and the rest. Unmapped ledgers are
listed, never silently dropped.
Full freedom to modify
Grouping, note text, order, disclosures, wording, units, decimals — all of it
is yours to set. The app suggests; you decide.
Draft JSON for ITR and Tax Audit
The figures prepared for the financials are handed on rather than
re-entered — a draft JSON ready to import into CompuTax, Webetax, Genius and
similar software, so the same numbers are not typed a second time. Available
inside the app.
Coming soon
The rest of the assureOffice suite, being built for the same login.
assureFinancials is the one you can use today.
What data can I use with assureOffice Financial Builder?You can use existing financial statements in Excel, connect Tally through the local connector, or import supported Tally exports.
What does the Financial Builder generate?It prepares a structured Balance Sheet, Profit and Loss, Notes to Accounts, comparative figures and supporting schedules, with Excel and PDF outputs.
Can it prepare financial statements for non-corporate entities?Yes. It supports firms, LLPs and proprietorships as well as companies, with presentation and schedules appropriate to the selected entity.
Can I review and change the automatic grouping?Yes. Automatic mapping is a starting point; you can review ledgers, change grouping, edit notes and control the final presentation.
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