How to add a Company?
Add a new company in Accomation.io by entering the GST number or manually providing company details. This process helps you configure businesses quickly, fetch GST information automatically, and prepa...
How to connect company with Tally connector?
Sync your Tally company with Accomation.io to import ledger data and prepare your business for automated accounting. A successful sync enables accurate ledger mapping, faster transaction processing, a...
How to Subscribe the company?
Subscribe your company in Accomation.io by ensuring your company is open in Tally and the Tally Connector is running. Sync the company to establish a secure connection and enable seamless accounting a...
How to manage credits?
Manage company credits in Accomation.io by assigning or returning credits for individual companies. This feature helps administrators allocate credits efficiently, monitor usage, and ensure businesses...
How to use configure feature in Manage companies module?
The Configure feature in the Manage Company module lets you customize the company information displayed on the screen. Personalize your workspace by selecting relevant fields to improve visibility, si...
How to use filter feature in Manage companies?
The Filter feature in the Manage Company module helps you quickly locate companies using specific search criteria. Apply filters to simplify company management, improve navigation, and efficiently acc...
How to upload company Logo and Seal?
Upload your company logo, seal, and signature in the Manage Company module to personalize business documents and maintain consistent branding. Company assets help generate professional quotations, inv...
How to edit company details?
Edit company information in the Manage Company module to keep your business records accurate and up to date. Updating company details helps maintain correct business information, supports accounting a...
How to delete a company?
Delete a company from the Manage Company module after returning all assigned credits and removing associated users. Following the correct process helps maintain accurate company records, optimize subs...
How to add narration configuration to transactions?
Configure transaction narrations in the Manage Company module to automatically generate descriptions for Sales, Purchase/Expense, and Bank transactions. Personalized narrations improve accounting accu...
How to use company configuration?
Configure your company settings in Accomation.io to customize invoice formats, automate bill numbering, display bank details, and enable letterhead printing. These settings help generate professional ...
How to use club product entries?
The Club Product Entries feature lets you combine multiple product line items into a single ledger entry for Sales and Purchase transactions. This simplifies accounting, reduces ledger complexity, and...
How to use GST credential configuration?
Configure your GST credentials in the Manage Company module to enable seamless e-Invoice and e-Way Bill generation. Saving accurate GST details helps automate statutory compliance, simplify invoice pr...
How to migrate a company?
Migrate your company to the updated Tally data after splitting company data in Tally. The Migrate Company feature ensures a seamless transition, synchronizes the latest accounting information, and hel...
Accomation.io's Manage Company module is designed to simplify company administration while reducing manual setup, improving data consistency, and preparing your organization for AI-powered accounting automation.
This Help Center section contains complete step-by-step guides to help you manage your companies efficiently and streamline your accounting processes.
Why Use Accomation.io for Company Management?
Accomation.io simplifies company setup by providing a centralized platform where businesses can configure their accounting environment before processing transactions. Instead of repeatedly configuring settings across multiple systems, organizations can manage company-level preferences in one place and seamlessly integrate with Tally and other supported accounting software.
The platform is built for Chartered Accountants, accounting firms, finance teams, MSMEs, and enterprises that want to reduce manual work, improve accounting accuracy, and scale financial operations through automation.
What You'll Learn
Inside this section, you'll find detailed guides for:
Creating and configuring new companies
Managing company settings and accounting preferences
Migrating companies after Tally data splits
Configuring automation settings
Managing company-specific accounting workflows
Connecting companies with Tally
Updating company information
Preparing companies for AI-powered accounting automation
Each guide includes screenshots and step-by-step instructions to help you complete the setup quickly and accurately.
Why Proper Company Setup Matters
Setting up your company correctly ensures:
Faster accounting automation
Accurate data synchronization with Tally
Reduced manual configuration
Better financial data management
Consistent accounting workflows
Improved document processing
Secure company-level configuration
Scalable management for multiple businesses
Whether you manage one company or hundreds of client organizations, configuring each company properly creates a strong foundation for automated bookkeeping, invoice processing, bank automation, and financial reporting.