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Nexvia Finalise / How it works

From a Tally company to the finished workbook, step by step

What happens at each step, what you need on the PC, and what to expect the first time.

Before you start

  • A Windows 10 or Windows 11 PC (64-bit). Finalise installs for your own Windows user, so you don't need administrator rights.
  • TallyPrime running, licensed, with the client's company open. It can be on the same PC or another PC in the office network.
  • An internet connection for signing in and your licence.

Finalise is a Windows app. On a phone? Use the "E-mail me the link" box on this page and open the e-mail on your office computer.

1. Install and create your account

Download the installer and run it. If the browser or Windows shows a warning, the install guide shows what to click. Open Finalise and either:

  • Start a free trial for your firm: 14 days, no card, or
  • Join your firm with the firm code a colleague gives you.

2. Connect to TallyPrime

With the company open in Tally, Finalise finds Tally's port by itself and lists the companies. Choose the company and the financial year. The years follow the company's last entry date, and you can pick a separate Tally company for the previous year if your client keeps one company per year.

3. Pull and prove

Finalise reads ledgers, groups, vouchers and stock for the current and previous year. On a large book this takes minutes, not hours. When the pull is done, every ledger is checked against Tally's own closing balance. If something differs, only the affected months are downloaded again and checked again. If a difference remains, Finalise names the ledger and the amount rather than hiding it.

4. Mapping, done for you

Each ledger is placed on its Schedule III line automatically. The few lines that are a real judgement call are marked Worth a look. Open Mapping only if you want to change something; a change is remembered for your firm and reused for every client.

5. Export

Pick the output: financial statements, the CompuTax import file, CA Workpapers, the tax audit pack, fixed assets or the full data pack. The workbook opens in Excel with live formulas. Assumptions are listed on a Review notes sheet. If a figure would be wrong, the export stops and tells you why, in plain words.

Working as a team

An admin can choose a shared Windows server folder for saved pulls. A colleague opens the same saved pull on another PC, with both years and their source details, and the firm's mapping decisions travel with it.

What leaves your PC

The accounting data stays on your computer and in your firm's folder. Finalise uses the internet 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 own action.