How to add a Company?
Add a Company
How to connect company with Tally connector?
Connect company with Tally connector
How to Subscribe the company?
Subscribe the company
How to manage credits?
Manage credits
How to use configure feature in Manage companies module?
Use configure feature in Manage companies module
How to use filter feature in Manage companies?
Use of filter feature in Manage companies
How to upload company Logo and Seal
Add company Logo and Seal
How to edit company details?
Edit company details
How to delete a company?
Delete a company
How to add narration configuration to transactions?
Narration configuration helps to maintain audit trail on you transactions. You can tag the user who uploaded and approved the transaction and the transaction creation and updation date
How to use company configuration?
Company configuration enables you to choose invoice format and add bank details to be shown on invoice
How to use club product entries?
Map multiple line items to a single ledger and post them as one combined amount in the transaction.
How to use GST credential configuration?
Configure your GST credentials to enable quick and seamless generation of e-way bills and e-invoices in just a few clicks.
How to migrate a company?
seamlessly switch your company to your new tally data after splitting your data in Tally
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.
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.
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.