Tally → ERPNext

Migrate from Tally to ERPNext — India's Trusted Migration Team

Tally handles accounting. ERPNext handles your entire business — production, inventory, procurement, HR, CRM, and finance in one place. KayraOne migrates Indian companies from Tally to ERPNext with zero data loss and a clean go-live.

Why migrate

When Tally stops being enough.

Tally ERP is excellent accounting software. Most Indian SMBs start on it, and for a business under ₹10 Cr with a small team, it does the job. But beyond that size, its limitations compound.

No manufacturing or production module — work orders and BOM don't exist in Tally
Inventory management is basic — no serial numbers, lot tracking, or multi-location
No CRM — customer follow-ups and pipeline management happen outside the system
No project tracking — service firms can't bill by timesheet in Tally
No approval workflows — purchase orders and expense claims are approved on paper or WhatsApp
Reports can't be customised — what Tally gives you is what you get
Multi-company consolidation is painful — separate databases, manual merging

ERPNext covers everything Tally covers in accounting — and adds the operational layer that Tally never had. And it's open source, so there are no per-user licences eating into your margins.

See what ERPNext implementation includes →

What we migrate

Every number. Every master. Reconciled.

Chart of accounts

Complete COA mapping from Tally groups and ledgers to ERPNext's account structure. We rationalise duplicates and ensure GSTR-3B accounts map correctly.

Masters

All customer, supplier, employee, and item masters — including GST numbers, HSN codes, payment terms, and tax categories. Validated against GSTIN database before import.

Opening balances

Balance sheet as at the cutover date: debtors, creditors, stock, bank, loans, and retained earnings. We reconcile to the rupee before signing off.

Outstanding transactions

Open sales invoices, purchase invoices, advance payments, and bank transactions as at the go-live date. Historical data stays in Tally (read-only) for reference.

GST compliance setup

GSTIN, HSN code mapping, e-invoice credentials, e-way bill API — all configured so your first invoice from ERPNext is GST-compliant from day one.

Bank reconciliation

Opening bank balances matched to your bank statement. We configure bank account mapping so your team can start reconciling from the first day on ERPNext.

Migration process

Six weeks. Clean data. Zero data loss.

Week 01–02

Tally audit

Export all masters and balances from Tally. Identify inconsistencies, duplicate ledgers, and unmapped transactions. Fix in Tally before migrating.

Week 02–03

Mapping & import

Map Tally data to ERPNext equivalents. Import into a sandbox instance. Validate totals. Identify and fix exceptions.

Week 04–05

Parallel run

Run both Tally and ERPNext for one financial period. Compare reports side by side. Validate that ERPNext output matches Tally — before cutting over.

Week 06

Cutover

Close the Tally period. Migrate the final opening balance. Go live on ERPNext. Tally stays read-only for reference — you don't lose any history.

Zero data loss guarantee

Every Tally migration includes a full trial balance reconciliation. We do not sign off the migration until your opening balance in ERPNext matches your Tally closing balance — to the rupee. If it doesn't match, we fix it before go-live, not after.