From Tally to Financial Statements and Dashboards in Minutes

No more copy-pasting or manual formatting.

Import your Tally data into PivotXL and generate P&L, Balance Sheet, and MIS dashboards effortlessly. Built for Indian SMBs and CAs.

Automating Tally to Financial Statements and Board Decks

Sign Up For Free Trial

No Payment Needed - Just Sign Up and Enjoy the software for 30 Days

PivotXL Report with Excel Add-In

PivotXL + Tally

Import Tally Trial Balance:

Drag-and-drop your Excel output file (in .csv) format directly from Tally

Automate Financial Statements:

Generate pre-formatted: Profit & Loss Statements, Balance Sheets, Cash Flow Reports

Tailor Groupings Per Report:

Set up account roll-ups exactly how you want — use different ones for each report.

Build Stunning Excel Reports with Custom Commentary::

Export clean, well-formatted reports to Excel — add your insights before sharing.

Loaded with Insights

Detailed Excel Templates

IndAS-compliant reports, MIS layouts, trend analysis, vertical and horizontal comparisons — all prebuilt and customizable.

Professional PowerPoint Templates

Board decks and summary presentations, prefilled with data. Add your own analysis, charts, and commentary with ease.

Real-Time Web Dashboards

Visualize KPIs and financial trends with interactive graphs and dynamic views. Drill down to explore what's driving your numbers.

Drill-Down Functionality

Dive deep into your data with intuitive drill-down capabilities, empowering you to uncover key details and trends.

Who Is This For?

Chartered Accountants & Virtual CFOs

Easily manage reports for 10+ clients. Upload trial balances, define roll-ups, and generate polished reports without manual formatting.

Startups & SMBs Using Tally

Get board-ready reports without outsourcing. Eliminate Excel chaos with structured reports and dashboards built directly from your Tally data.

Finance Managers

Finance Managers & MIS Teams

Make your exports work harder Convert static Excel sheets into interactive dashboards with trend and variance analysis built-in.

Financial planning

Built for Indian Businesses

Starts at just ₹10,000/year per business

Designed to be self-serve and value-driven so Indian SMBs and consultants can get started without long sales cycles or costly onboarding.

Weekly Live Webinars

Join our interactive training sessions every week. Learn step-by-step how to import data, set up groupings, and generate professional financial reports — perfect for first-time users and implementers alike.

Office Hours for Help

Stuck somewhere? Drop into our weekly office hours to get your questions answered live by our support team. No tickets, no delays — just real help when you need it.

Tools for Departmental Reporting, Executive Reporting and More

Our financial reporting software includes functionality for all your reporting needs—whether it’s executive reporting, month-end financial reporting or board reporting.

Sign Up For Free Trial

No Credit Card Needed - Just Sign Up and Enjoy the software for 30 Days