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An ai automation company india helps mid-market and enterprise finance teams move off legacy ERPs or spreadsheet-dependent processes into governed, auditable workflows. TACHY delivers fixed-fee engagements covering SAP-to-Tally migration, chart-of-accounts remapping, opening-balance reconciliation, GST/TDS history preservation, and AI-driven document processing — scoped after a paid discovery and signed off with a parallel-run cutover plan.
The trigger is rarely "innovation." It is usually a statutory deadline (e-invoicing phase-in, TDS/TCS section changes), an auditor qualification on opening balances, or a promoter mandate to consolidate five legal entities into one reporting pack by month-end. SAP licences are up for renewal; the Tally instance on-prem cannot handle the new GST return schema; the month-end close takes 14 days because three people manually reconcile inter-company eliminations in Excel. An ai automation company india engagement starts by quantifying that pain in rupees — late-filing penalties, audit fees, overtime, and the cost of delayed board packs — before a single line of code is written.
The engagement follows six controlled phases. Skipping or compressing any phase is where projects fail.
| Phase | Core Activities | Typical Effort (Working Days) | Key Risk if Rushed |
|---|---|---|---|
| 1. Discovery & Scope | Entity count, ledger inventory, statutory history depth, custom Z-reports, inventory valuation method | 5–10 | Undocumented custom tables missed; scope creep later |
| 2. Extraction & Profiling | RFC/BAPI pulls, flat-file dumps, row counts, null checks, GST/TDS code inventory | 10–20 | Truncated text fields, missing tax codes, orphan cost centres |
| 3. CoA Mapping & Transformation | Ledger-to-ledger map, group hierarchy, cost-centre roll-up, rounding rules, negative-stock handling | 15–30 | Unmapped ledgers, many-to-one collisions, GST rate history loss |
| 4. Opening Balance Load & Reconciliation | Trial-balance import, difference log, suspense clearance, auditor sign-off template | 10–15 | Rounding differences > materiality, brought-forward P&L mismatch |
| 5. Parallel Run & Delta Sync | Dual posting 1–2 months, automated variance reports, cutover checklist, user acceptance scripts | 20–45 | Business users revert to SAP; delta scripts miss late entries |
| 6. Cutover & Hypercare | Final delta, TDS/GST return generation from Tally, sign-off, 30-day support window | 5–10 | E-way bill number gaps, e-invoice IRN failures, promoter escalation |
Every project is quoted as a fixed fee after the paid discovery phase. The fee moves with these drivers:
No per-day rates, no per-student pricing, no hidden retainers. The discovery output is a signed scope document, a migration run-book, and a fixed-fee proposal valid for 60 days.
Unmapped ledgers appear during parallel run because a rarely used GL account (e.g., "Provision for Warranty – Export") had no Tally equivalent. Tax-code mismatches surface when SAP tax procedure TAXINJ maps to multiple Tally GST ledgers but the mapping table misses a cess component. Rounding differences in trial balance exceed materiality because SAP carries 3 decimals and Tally 2; the fix is a documented rounding-adjustment ledger, not a journal entry every month. Inventory serial-number gaps break e-way bill generation if the migration script drops leading zeros. Custom Z-reports that the plant head uses daily are forgotten until UAT, then require emergency TDL development. The run-book and parallel-run variance reports catch these before cutover — if the parallel run is real, not ceremonial.
Migration is the floor; automation is the ceiling. Once data lands in Tally (or your cloud ERP), the same engagement can extend to:
These are scoped as separate fixed-fee modules after the migration stabilises. The data model is already clean; the APIs are live; the team knows the chart of accounts.
Calendar duration is usually 12–18 weeks from signed SOW to cutover, with the parallel run consuming 6–8 weeks. Discovery alone takes 2–3 weeks. Compressed timelines are possible only by reducing history depth or deferring non-statutory Z-reports — both agreed in writing before kick-off.
Yes. A minimum of one full monthly cycle (preferably two) with dual posting is non-negotiable for statutory compliance. The variance report must show zero unreconciled differences across GST, TDS, trial balance, and stock valuation before the cutover sign-off. Ceremonial parallel runs — where users post only in SAP — defeat the purpose.
They are rebuilt as Tally TDL reports or, if the logic is complex, as external Python/Node services pulling from Tally ODBC/REST and rendering in a browser dashboard. The discovery phase inventories every Z-report, assigns a business owner, and classifies each as "migrate," "retire," or "rebuild." No surprises at UAT.
Ready to scope your migration or automation project?
Explore TACHY enterprise services or go straight to the SAP to Tally migration service page.
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Published 2026-10-20 · © 2026 TACHY SCHOOL ERP · School ERP in India