From source data to a review-ready statement pack.
These guides walk the full preparation workflow and clearly separate Available, Beta, Preview, and Roadmap capabilities.
The five-step workflow
Connect or upload
Import a Trial Balance from Tally Prime with the local connector, or upload Excel or CSV.
Map ledgers
Auto-mapping suggests the right heads; review the rest once and AutoFS remembers.
Add workings
Capture schedules, classifications, and supporting data for the notes.
Pick policies
Select and tailor accounting policies for the entity in minutes.
Generate & export
Build a controlled review pack and download Excel, PDF, and audit evidence.
Getting started
- Create or open your workspace.
- Create an eligible Non-Corporate Entity under the ICAI Guidance Note.
- Create the financial year.
- Bring in the Trial Balance: connect Tally Prime or upload Excel or CSV.
- Map ledgers, add workings, pick accounting policies, then generate and export.
Connect Tally
- Install the AutoFS Tally Connector Chrome extension on the computer running Tally Prime.
- Sign in to AutoFS in the same Chrome profile and follow the connection status shown on the Tally page.
- Open Tally Prime, load the company, and confirm HTTP connectivity on port 9000.
- Pull the Trial Balance from the Tally page. Excel or CSV upload remains available as a fallback.
Upload a Trial Balance
- Upload the Trial Balance as CSV or XLSX inside the financial year.
- AutoFS validates the file structure and totals before ledgers enter mapping.
- Fix any validation messages and re-upload; the FY keeps the latest accepted Trial Balance.
- Uploaded ledgers land in the same mapping workflow as a Tally pull.
Ledger mapping
- AutoFS suggests a head in the selected format for each ledger automatically.
- Review unmapped and low-confidence ledgers before generating statements.
- Use overrides and aliases for client-specific naming; decisions persist across years.
- Mappings carried forward make repeat preparation much faster the next year.
Workings & accounting policies
- Capture schedules, classifications, and supporting data that feed the notes.
- Select the entity's accounting policies and tailor the wording where needed.
- Policies and note workings render directly into the generated statement pack.
- Regenerate after any material change to mappings, workings, or policies.
Generate & export
- Generate a review pack: Balance Sheet, Profit & Loss, notes, and accounting policies.
- ICAI Guidance Note output for eligible Non-Corporate Entities is available in AutoFS.
- Companies and LLPs are not accepted in AutoFS.
- Download Excel or PDF and check the output before sharing it onward.
Reporting formats
ICAI Non-Corporate Entities (Guidance Note)
AvailableStatement engine with controlled finalization gates: Balance Sheet, P&L, notes, policies, and MSME/Large classification.
Capability status
Trial Balance upload
AvailableCSV/XLSX Trial Balance upload with validation is part of the FY workflow.
Tally local bridge
AvailablePull the Trial Balance straight from Tally Prime on your machine via the AutoFS Chrome extension — no desktop install.
Ledger mapping
AvailableAuto-suggestions, taxonomy tree views, overrides, and aliases that persist across years.
Accounting policies & notes
AvailablePolicy selection and note workings feed directly into the generated statements.
Android app
BetaMobile companion app exists; Play Store launch is not yet complete.