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Finance · Automation · Starter package

Trial balance

Grouped TB template with automatic balancing and exception flagging.

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GL balances
DraftTrial balance
Illustrative preview · sample data

How it works

  1. 1Trial balance auto-pulled from your ERP
  2. 2Grouped into Assets / Liabilities / Income / Expense
  3. 3Formatted for auditor or board

What you receive

  • Monthly TB (grouped)
  • Balancing exception report
  • Comparative TB (period-over-period)
  • Drill-down to GL entries
Tools and connections

Works around the tools you already use

5 tools listed for this solution
Your tools
  • Tally
  • SAP
  • Zoho
  • Excel
  • Google Sheets
How they connect
  • Direct connection, where the tool allows it
  • Regular import or export of files
  • Assisted workflow your team runs

The method for each tool is confirmed during scoping. Logos don’t imply a partnership or a ready-made connector.

Full workflow · 4 steps
  1. 01Trial balance auto-pulled from your ERP
  2. 02Grouped into Assets / Liabilities / Income / Expense
  3. 03Balancing checks run; mismatches flagged
  4. 04Formatted for auditor or board
What we’ll need from you
  • Trial balance auto-pulled from your ERP
  • Access to the relevant tools and a sample of real data
  • A named owner on your team to review outputs
Human review

Your team reviews outputs before they are used, filed or sent. Exceptions are flagged for a person to decide.

Delivery and support
Package
Starter · price shared on enquiry
Tentative build time
1–2 weeks, confirmed after your demo
Maintenance & support
Email within 24h, in your SUITE AI Workspace
Billing
One-time build fee plus monthly maintenance in your SUITE AI Workspace
Availability
Built and scoped for each business — not an off-the-shelf product.

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