Read the steps · Use the app
assureFinancials written user guide
Read the steps for Tally and Excel imports, conversion, CY/PY, grouping, notes, review and downloads. No video is required.
Which source do you have?
On a narrow screen, scroll the table sideways to read all three columns.
| Available source | Start here | Review before saving |
|---|---|---|
| Tally running on your computer | Connect Tally Directly | Company, port, period and supporting-data options |
| Tally exports; connector unavailable | Upload Tally Files | Accounting Masters XML, ledger-wise TB and closing stock |
| Existing Excel financial statements | Convert Old Format to New | Selected sheets, entity, CY/PY, units and recognised figures |
| Excel Trial Balance | Create Financials → Import Centre → Trial Balance | Columns, signs, ledger grouping and supporting workings |
| A saved client/year to update | Import Centre / Excel Refresh | Destination year, backup and retention/replacement choices |
| Eligible immediately preceding-year filed ITR | Income Tax JSON → Use as PY Financials | PAN, AY, recognised figures, missing detail and existing PY data |
Prepare your first financial statements
Create a client, select the right entity and period, import data, review the statements and download your output.
Read the steps → Guide 2Connect Tally directly
Use the local connector to bring supported Tally data into the converter or a saved client.
Read the steps → Guide 3Import Tally files without a connector
Export Accounting Masters and a ledger-wise Trial Balance, then review the recognised data and inventory.
Read the steps → Guide 4Convert old Excel financials to the new format
Select the financial-statement sheets, review the recognised figures and generate Excel/PDF through Convert Old Format to New.
Read the steps → Guide 5Import CY/PY and refresh an existing year
Keep comparative periods clear when importing separate Tally companies, separate workbooks or refreshed data.
Read the steps → Guide 6Review ledger grouping and opposite balances
Find unmapped ledgers, edit presentation and review customer/vendor advances without changing the books silently.
Read the steps → Guide 7Edit notes, capital, PPE and closing stock
Review the workings behind financial-statement notes and preserve a consistent source of figures.
Read the steps → Guide 8Review alerts, signing details and PDF/Excel downloads
Use the available checks, confirm presentation settings and inspect the generated statements before finalisation.
Read the steps → Guide 9Use previous-year ITR and supporting-data imports
Review eligible filed ITR figures for PY financials, use master templates and import supported ROC information.
Read the steps →Prefer a video?
The same import, grouping and review workflows have video walkthroughs. Use whichever format helps you follow the steps.
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