Data entry in Tally is the bottleneck of Indian accounting. Copying data from Excel bank statements to Tally Vouchers is slow, error-prone, and boring.
In this report, we demonstrate how we used DATAFLOW-Rig to parse raw Bank CSVs, generate Tally-compliant XML strings, and inject them directly into Tally via localhost port 9000.
The Manual Way
- Download Bank CSV.
- Manually type date, ledger, amount.
- Risk of typing "5000" instead of "500".
- Time: 3 hours for 500 entries.
The Rig Way
- Drag "Excel Reader" Node.
- Connect to "Tally XML" Node.
- 1-Click Sync via HTTP.
- Time: 4 seconds for 500 entries.
Phase 1: Intelligent String Parsing
Bank narrations are messy (e.g., "UPI-PAYTM-12938-UBER RIDES"). We used the Regex Node to extract the vendor name automatically.
# The Rig AI detected 'UPI' patterns
if "UPI" in text:
return text.split("-")[3] # Extracts 'UBER RIDES'
Phase 2: Tally XML Construction
Tally requires a specific XML format to accept data. We used the Rig's template engine to map CSV columns to Tally tags.
<TALLYMESSAGE xmlns:UDF="TallyUDF">
<VOUCHER VCHTYPE="Payment">
<DATE>20251102</DATE>
<PARTYLEDGERNAME>HDFC Bank</PARTYLEDGERNAME>
</VOUCHER>
</TALLYMESSAGE>Phase 3: The Localhost Injection
By enabling the ODBC port in Tally (Port 9000), the Rig sends the data directly to the running application. No manual import required.
Security Protocol: The "Financial Air-Gap"
Localhost Isolation
This workflow runs entirely on 127.0.0.1. Your Bank CSVs are parsed in your laptop's RAM and never touch our servers.
The "Bridge Agent" Firewall
The Rig's bridge_agent acts as a local sentinel. It detects financial data nodes and blocks all outbound internet traffic during execution. The only allowed connection is to Tally (Port 9000).
Zero-Cloud Logging
We do not collect execution logs for financial workflows. The "Success/Fail" status remains local to your machine.
// AUDIT_NOTE: Users can inspect the generated Python code at any time by clicking "View Source" on the node.
Automate your Accounting?
The Tally Automation Template is included in the Rig Pro Pack. Download it to start automating vouchers today.
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