Set-up
A new company file set up with the right financial year, GST and TDS settings, and opening balances.
All accounting & bookkeeping services
Accounting & Bookkeeping
Zoho Books and Tally Prime
FinAura keeps your accounts in your own Zoho Books or Tally Prime. If you are starting fresh, we set it up properly: chart of accounts, GST and TDS, bank feeds, users and approvals. Then we keep the books current every month, so your software shows the real position whenever you open it.
- Implementation specialists
- Reviewed by Chartered Accountants
- Bangalore and across India
What is covered
What We Set Up and Run
Software configured for your business, then kept current every month.
Chart of accounts
Ledgers designed around how you report, not the software's default list.
GST and TDS configuration
Tax rates, HSN and SAC codes, and TDS sections set so returns come straight from the books.
Bank feeds
Bank feeds or statement imports set up, with rules for recurring entries.
Users and controls
Users, roles and approvals set, and the audit trail checked to be on.
Monthly bookkeeping
Once set up, the books kept current every month and reviewed by a Chartered Accountant.
How the month runs
From Set-Up to Monthly Running
Four steps from choosing the software to books that stay current.
Step 1
Decide
- Zoho Books or Tally Prime
- Chart of accounts agreed
- Users and approvals agreed
Step 2
Configure
- GST and TDS set
- Bank feeds connected
- Audit trail checked
Step 3
Move data
- Opening balances
- Open invoices and bills
- Masters imported
Step 4
Run monthly
- Weekly bookkeeping
- Monthly close
- CA review
Your part
What We Need From You
- 01Your current software or spreadsheets
- 02Opening balances or the last audited statements
- 03Customer and vendor lists
- 04Who should approve what
Our part
What You Get
- Zoho Books or Tally Prime set up for your business
- GST and TDS configured so returns come from the books
- Bank feeds or imports with rules for routine entries
- Users, roles and the audit trail switched on
- Books kept current every month after set-up
A common question
Zoho Books or Tally Prime: which is right for you?
Zoho Books runs in the cloud, works well for service businesses and startups, and connects easily to banks, payment gateways and other Zoho apps. Tally Prime is widely used across Indian businesses, handles inventory and manufacturing well, and most accountants already know it.
We work in both as implementation specialists, not as resellers, so the recommendation follows your business: how you sell, whether you hold stock, who needs access and from where.
See software and automationReportingThe position, whenever you open it
BookkeepingKept current every month
SoftwareZoho Books or Tally Prime, set up right
Who it is for
Who We Set Up and Run Software For
New businesses
Starting on the right software, set up properly from the first invoice.
Businesses moving off spreadsheets
Proper books in software, with balances brought across.
Tally users wanting the cloud
Weighing a move to Zoho Books, or a cleaner Tally set-up.
Companies needing an audit trail
Software checked and configured for the edit-log requirement.
The rules, in plain English
What the Law Asks of Your Books
Companies Act, 2013
Section 128
Every company keeps books of account that give a true and fair view of its affairs, at its registered office or another place the Board decides, and preserves them for at least the eight financial years before the current one.
Official source: mca.gov.inCompanies (Accounts) Rules, 2014
Rule 3
Books kept electronically must stay accessible in India at all times, with a daily back-up on servers physically in India. For financial years starting on or after 1 April 2023, the accounting software must keep an audit trail of every change that cannot be switched off.
Official source: mca.gov.inCGST Act, 2017
Sections 35 and 36
Every GST-registered business keeps its accounts and records at its principal place of business and retains them for 72 months from the due date of the annual return for that year, or longer while an appeal or proceeding is open.
Official source: cbic-gst.gov.inIncome-tax law
Books and tax audit
Businesses and professions above the prescribed limits must keep books of account, and a tax audit follows above further limits. The limits change from time to time, so we confirm which apply to you before the year starts.
Official source: incometax.gov.inThis is general information, not advice for your situation; we confirm what applies to you before any work starts.
Questions we get asked
Zoho Books and Tally Questions, Answered
Are you a Zoho or Tally partner?
No. We are implementation specialists who work in both. That keeps our recommendation about your business, not about a product.
Can you move us from Tally to Zoho Books?
Yes. Masters, open items and opening balances are moved across; history stays available in Tally. See software and automation for full migrations.
Does Tally Prime have an audit trail?
Current versions of Tally Prime include an edit log, and Zoho Books keeps an audit trail. We check it is switched on, since companies must keep one that cannot be disabled.
Who owns the data?
You do. The books sit in your own Zoho Books organisation or your own Tally licence; we work with access you grant.
Can you just do the set-up and leave the rest to our team?
Yes. Set-up and training can be a one-time project. Many clients then hand monthly bookkeeping to us as well.
Often Taken Together
All 10 Accounting & Bookkeeping services01Accounting & BookkeepingBookkeepingDaily or weekly recording of sales, purchases, expenses and bank entries, with every entry coded to the right ledger and GST head.02Accounting & BookkeepingAI AccountingAI reads invoices and bank statements, sorts transactions, matches entries to your books and flags anything unusual. A Chartered Accountant reviews every output before it reaches you.03Accounting & BookkeepingEnd-to-End AccountingYour full finance back office: bookkeeping, reconciliations, vendor and customer ledgers, monthly close and reports, so you don't need an in-house accounts team.04Accounting & BookkeepingInventory AccountingStock movements, valuation and cost of goods sold recorded so margins are real and stock on the books matches stock on the floor.05Systems & ControlsSoftware & AutomationZoho Books, Tally Prime and HRMS implementation, migration and automation.06Accounting & FinanceFinance OperationsReconciliations, payables, receivables and a predictable month-end close.