Questions and answers
Can't find yours? Ask the assistant (bottom right), message us on WhatsApp or write to finalise@nexviatech.in.
The product
What is Nexvia Finalise?
Windows software for CA firms and accountants doing year-end finalisation. It reads a company straight from TallyPrime, checks every ledger against Tally's own figures, places every ledger on its Schedule III line automatically and writes the financial statements, the CompuTax import file and tax-audit workpapers in Excel.
Who is it for?
CA firms, their staff and article assistants, and accountants and tax practitioners who finalise books kept in TallyPrime for proprietorships, partnership firms, trusts and other non-corporate entities.
Which outputs can it make?
ICAI-format financial statements (non-corporate), the CompuTax / CompuBal import file, CA Workpapers (40A(3), 269SS, 269T, 269ST, 43B(h), ageing, ledger scrutiny), the Tax Audit pack with Clause 44 and a TDS check, Form 3CD pivots, a fixed assets schedule and a full Tally data pack. See features.
Does it cover companies and LLPs?
The financial-statement workbook follows the non-corporate format. A company or LLP gets the same layout with a note; a dedicated Division I company layout and an LLP layout are not in this version. The other outputs work for any Tally company.
Do I have to review the mapping before exporting?
No. Mapping is done automatically and you can export straight away. The few real guesses are marked "Worth a look", and anything assumed is listed on a Review notes sheet in the workbook. An export stops only when a figure itself would be wrong.
Tally and data
Does Finalise change anything in Tally?
No. It only reads. Nothing is ever written back to Tally.
Do I need a TDL or to export files from Tally?
No. Open the company in TallyPrime and Finalise connects to it directly, finding Tally's port by itself. Tally can be on the same PC or another PC in the office network.
Will it work with Tally in Educational mode?
No. Educational mode can't serve the reports Finalise needs, so it tells you at the start. Use a licensed TallyPrime.
How long does a pull take?
Minutes. In our tests a book of 1,07,479 vouchers pulled completely in about two to three and a half minutes. Smaller books are quicker.
How do I know the figures are right?
After every pull, each ledger's opening balance plus its entries is compared with the closing balance Tally itself reports. Months that differ are downloaded again and checked again. A data integrity sheet in the workbooks records the result.
Is my clients' data uploaded anywhere?
No. Books are processed on your PC and saved pulls go only to the Windows folder your firm chooses. The internet is used for sign-in, the licence, your firm's shared mapping decisions, AI help on ledger names, and support. Sending a Tally file to support is always your choice. Finalise is not a fully offline app.
Installing
What do I need?
Windows 10 or 11 (64-bit), a licensed TallyPrime with the company open, and an internet connection for sign-in. No administrator rights are needed.
Windows says "Windows protected your PC". Is it safe?
Yes. SmartScreen shows this for new programs it hasn't seen many downloads of yet. Click More info, then Run anyway. The install guide shows each screen.
Can I use it on a Mac or my phone?
No, it's a Windows app. On a phone, use "E-mail me the link" on this site and install it later on your office PC.
How do updates work?
New versions download in the background and install when Finalise is idle. You don't need to download it again.
Trial, price and support
How does the free trial work?
Open Finalise, create your account and start a 14-day free trial for your firm. No card or payment is needed to start. One free trial per computer.
What does it cost after the trial?
Message us on WhatsApp or write to finalise@nexviatech.in and we'll share the plans for your firm.
Can my whole team use it?
Yes. Colleagues join your firm with its firm code. Mapping decisions are shared across the firm, and saved pulls can live on your office server folder so anyone with access can open them.
How do I get help?
Inside the app, report a problem with screenshots or files and continue the conversation there. Or message us on WhatsApp (+91 81850 89740), or e-mail finalise@nexviatech.in.