FinancialForce (Certinia) to Tally Integration

Global enterprises, IT consultancies, professional service organizations (PSA), and multi-entity businesses running FinancialForce (Certinia) natively on Salesforce rely on it to manage sales pipelines, project milestone dispatches, multi-currency revenue recognition, billable employee timesheets, and global financial ledgers. However, Indian operating units, CFOs, local finance managers, and external chartered accountants still depend on Tally Prime or Tally ERP 9 for official statutory corporate accounting, vendor payables, bank reconciliations, and Indian GST return filings (GSTR-1, GSTR-3B).

Manually re-entering thousands of daily Salesforce sales invoices, project milestone bills, customer payment receipts, vendor purchase orders, and journal entries into Tally creates massive administrative backlogs and cost center discrepancies. Tally Data Connector (TDC) acts as an automated integration bridge, extracting daily FinancialForce sales vouchers, project billing records, expense journals, and financial entries directly from Salesforce APIs or cloud database objects and posting them into Tally within minutes.

• 100% Data & Inventory Accuracy: Eliminates manual typing errors, ensuring customer profiles, project cost centers, service SKUs, multi-currency values, and multi-slab GST classifications match Tally ledgers down to the exact rupee.

• Automated Salesforce Billing & Receipt Sync: Seamlessly transfers client milestone invoices, time-and-materials billing, and incoming customer receipts directly from FinancialForce objects into Tally sales and receipt registers.

• Seamless Project Cost Center Mapping: Automatically maps billable project expenses, subcontractor fees, and departmental overheads to designated cost centers inside Tally.

• Instant Tax & Statutory Compliance: Keeps Tally continuously updated with live sales billing and dispatches for rapid GSTR-1, GSTR-3B, e-Way bill, and e-Invoicing (IRN) generation.

• Automatic Master & Ledger Creation: Automatically generates missing customer accounts, vendor ledgers, service items, and project cost centers in Tally during data synchronization.

TDC provides end-to-end voucher, cost center, and master mapping between FinancialForce (Certinia) and Tally:

• Sales Revenue & Billing Vouchers: Customer Tax Invoices, Project Milestone Bills, Service Retainer Invoices, Credit Notes (Fee Adjustments & Discounts), and Customer Advance Receipts.

• Procurement & Expense Invoices: Vendor Supply Purchase Bills, Subcontractor Invoices, Goods Received Notes (GRN), Purchase Return Debit Notes, and Outgoing Vendor Payments.

• Project & Cost Movement Journals: Billable Project Cost Journals, Inter-Company Transfer Vouchers, Resource Allocation Notes, and Overhead Cost Allocation JVs.

• Financial & Cash Settlement Entries: Customer Incoming Receipts (NEFT/RTGS/Cheque/Cash), Employee Expense Reimbursement JVs, Bank Deposits, and General Journal Vouchers (JVs).

(Note: TDC seamlessly extracts data from FinancialForce / Salesforce REST/SOAP APIs, cloud database objects, or structured Excel/CSV exports).