Installation · FinAuto Help
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Installation

Install the FinAuto Client, connect your cloud account, and prepare Tally for ODBC import.

Prerequisites

  • FinAuto cloud account (register or log in)
  • Windows PC with administrator rights to run the .exe installer
  • TallyPrime (or supported Tally version) if you plan to import from Tally

Steps

Step 1: Create or access your cloud account

  1. Visit finautoindia.com and register, or log in at finautoindia.com/user/login.
  2. Use OTP email login to reach your user dashboard.

Step 2: Download and install the client

  1. From the dashboard Downloads section, download the latest FinAuto Client .exe.
  2. Run the installer and finish the setup wizard.
  3. Launch FinAuto Client from the desktop shortcut.

Step 3: Configure service connection

  1. Open Configuration → Service in the client.
  2. Enter your cloud domain and API key (generate the key from your FinAuto login dashboard).
  3. Click Update to sync metadata.

See Service settings for details.

FinAuto cloud user dashboard with Downloads section and subscription details

Screenshot: FinAuto Client v9.0 — cloud dashboard reference for downloads and API key

Step 4: Install the Tally plugin (tcodes.tcp)

  1. In Tally, open Help → F4: Add-Ons.
  2. Add the plugin path from your FinAuto Client install folder, for example:
    C:\Users\<you>\AppData\Local\Programs\Finauto Client\tcodes.tcp

Tally Help F4 Add-Ons screen showing FinAuto plugin path

Tally TDL configuration confirming tcodes.tcp plugin

Step 5: Enable Tally ODBC (port 9000)

  1. In Tally: Help → Settings → Connectivity → Client/Server Configuration.
  2. Set mode to Both.
  3. Save and restart Tally when prompted.

Tally ODBC client/server configuration set to Both mode

Step 6: Verify the client opens

Open the client, select or create a company, and confirm the menu bar and company selector appear. Use the Help icon on any screen to open contextual documentation.

Troubleshooting

Symptom Likely cause Resolution
Tally connection error on port 9000 Tally not running or ODBC disabled Open Tally, enable ODBC on port 9000, restart Tally
Invalid API key message Expired or rotated key Generate a new key at finautoindia.com/user/login, update under Configuration → Service
Plugin not listed in Tally Wrong path to tcodes.tcp Re-add plugin under Help → F4: Add-Ons

See also Common issues.

Need more help? Contact support@finautoindia.com. Do not share API keys or PAN in email.

FinAuto Help · support@finautoindia.com