Moving from Tally or Marg, the hard part is often the words: a voucher type, a report, a screen you used every day. Finocket keeps a short glossary for each of the two, and can answer “what is this called here?” for your workspace.
Say which platform you used before
Finocket first works it out from your applied imports. A Tally XML import means Tally. If you used something else, or your books were on paper, you can say so yourself, with an optional note. Your answer is saved with who gave it and when, and it outranks what Finocket worked out. When the two disagree you see both. Marg's Tally export is the usual case: the file is in Tally format, so the import reads as Tally even though you used Marg.
Only the owner, or an assistant with write access, can change the answer, and it never changes anything in your books. To bring your books across, start from Pick where your books live today.
Ask what an old term is called here
Connect an assistant such as Claude or ChatGPT (see AI assistants) and ask, for example, what a Tally voucher type is called in Finocket. The answer gives:
- the Finocket name and the screen to open;
- how close the fit is: the same thing, only renamed, a partial match, or a different way of working;
- a note for your kind of business when there is one, such as pharmacy;
- an uncertain mark, with what to check on your own screen, whenever we are not sure how the old platform behaves.
A term Finocket does not know is never guessed. You get a plain “no match” and a few close terms to try. Looking a term up only reads: it cannot send, save or change anything.