Introduction

📘 Software Overview – Finauto

Welcome to Finauto, your intelligent automation platform for preparing financial statements, regulatory reports, and audit-ready schedules — all in one place. Designed for CAs, accounting professionals, and corporate users, Finauto bridges the gap between raw accounting data and polished, compliant financial outputs.

🚀 What Finauto Does

Finauto streamlines and automates the entire backend of statutory financial reporting by:

• Importing and processing accounting data from Tally, Excel, or other ERPs

• Generating Schedule III-compliant financial statements

• Auto-plotting reports like Trial Balance, Fixed Assets Register, Share Capital, Aging Reports, and more

• Enabling easy configuration for quarterly, half-yearly, or annual reports

• Supporting cloud-based and local processing modes for faster troubleshooting and performance

🔍Key Modules at a Glance

Module	Description
💼 Company Master	Create/edit companies with PAN, select depreciation method (SLM/WDV), and assign CA profiles.
🏦 Share Capital	Import shareholder data using templates and manage changes via Tax Transfer logs.
🛠️ Fixed Assets	Build PPE register using WDV from audit, import additions from Tally or Excel.
📋 Trial Balance	Import from Tally/Excel, view and edit ledgers, and auto-code for schedule mapping.
⏱️ Aging Reports	Generate aging data using vouchers imported from Tally or Excel.
🔐 API Key Settings	Update API key every 30 days via Finauto Login.
👨‍💼 CA Profiles	Create and assign CA profiles for printing in balance sheet salutation.
☁️ Cloud Mode	Enable cloud generation for faster reports and remote troubleshooting.
🧭 Tally Settings	Set Tally install path and default ODBC port (9000) for integration.

⚡ Seamless Integration & Automation

Whether you're importing from Tally or working on Excel-based records, Finauto adapts with:

• Auto-coding of trial balance items

• Customizable templates for each report type

• Audit-ready notes and schedules with zero manual formatting

• One-click EXE updates to ensure your software is always current

🔐 Secure & Configurable

• 🔑 API Key authentication ensures secure integration

• 🧩 Multiple configuration options for report frequency and cloud enablement

• 🛠️ Custom depreciation logic, asset categorization, and trial balance codes

📈 Why Finauto?

✅ Eliminates repetitive data entry

✅ Ensures compliance with the Companies Act, 2013

✅ Simplifies collaboration between clients and auditors

✅ Saves time for firms handling multiple clients

✅ Supports CA firm branding in financial outputs

🌐 Get Started?

👉 Login to Finauto

👉 Start by importing your Trial Balance, configuring your Company Master, and enabling key modules like Fixed Assets and Share Capital.