The safest way to adopt Finocket is not a migration — it's running both. Tally keeps doing what it does best (final accounts, audit, the thing your CA files from), while Finocket becomes the daily driver in your pocket. No data import, no cut-over weekend, no risk.
Week 1 — record new work in Finocket
Start today, from zero. Don't import history — your old books stay in Tally, and that's fine. Raise your next invoice in Finocket, record payments and expenses as they happen (press P for a payment, E for an expense, or just photograph the receipt with Scan-to-Add). By the end of the week your Day Book shows a clean, current picture that took no setup.
If Tally vocabulary is muscle memory, take the tour and pick the Tally branch — it walks the whole app in Voucher / Ledger / Narration terms. The full term-by-term mapping is in the Tally → Finocket glossary.
Weeks 2–4 — keep both, compare nothing
Resist the urge to double-enter. New transactions live in Finocket; whatever was already in Tally stays in Tally. The two systems own different time ranges, so there's nothing to reconcile between them.
Month end — hand your CA the export
Open Hand to your CA and download the month's bundle: every invoice PDF, the Day Book, payment records and the GSTR-1/3B workings in one ZIP. Your CA imports or re-keys into Tally for final accounts exactly as they do with any client — except the data arrives clean, complete and on time. Alternatively, invite them as a read-only member so they can pull what they need themselves.
What stays in Tally (for now)
- Final accounts — P&L, Balance Sheet, Trial Balance (on the Finocket roadmap, honestly badged Coming soon).
- The statutory audit trail your CA maintains at year end.
- Your historical books — leave them where they are; nothing depends on importing them.
When to stop paying for the parallel run
Most businesses find that after a quarter, everything day-to-day happens in Finocket and Tally opens only at filing time — at that point it's a CA tool, not your tool, and many CAs run their own licence. The daily books in Finocket are free for solo users in India, so the parallel run costs you nothing while you decide.