Integrations & data
Use Bebaak without replacing your accounting system.
File-based import first: upload exports from the system you already use, map them once, validate, approve — then analyse. Direct connections are added where they are commercially justified and tested.
Upload
Files and templates: CSV, XLSX and XLS exports from your accounting system, or the Bebaak templates. Available today.
Connect
Verified automated integrations. Today: Bebaak Books (native). Others are added only after testing — none are claimed yet.
Custom integration
Scoped separately for enterprise or partner requirements. API documentation on request.
Compatibility
Systems and supported method
We list only what we have verified. PDF statements are not parsed automatically today.
| Tally (TallyPrime / ERP 9) | Export trial balance to Excel — supported |
| Zoho Books | Trial balance export (XLSX/CSV) — supported |
| QuickBooks Online | Trial balance export to Excel — supported |
| Xero | Trial balance export — supported |
| SAP and other ERPs | Trial balance as CSV/XLSX — supported via mapping |
| Excel / CSV | Any ledger list with debit/credit — supported; or use the Bebaak template |
| Bebaak Books | Native — no upload needed |
Import workflow
Upload → map → validate → approve
- Choose your goal and drop all files in one box
- Each file is recognised (trial balance, ageing, bank statement, stock summary)
- Columns are mapped; unrecognised ledgers are flagged for you to map — the mapping profile is saved for next time
- Validation checks run: balanced trial balance, totals, dates, duplicates
- You approve; a data snapshot is stored with an audit trail, then analysis runs
Templates
- Trial balance (Data Bridge format)
- Debtor ageing and creditor ageing
- Bank statement
- 13-week cash flow, CMA input sheet, budget
Security, retention and deletion
- Each client's data sits in its own organisation, visible only to its users
- Uploads and reports are kept while your subscription is active
- Export your data at any time; ask us to delete it when you leave
- Hosted on our own cloud server in a secured environment
FAQs
Integration questions
Do you sync live with Tally?
Not today. You export a trial balance and upload it; the mapping is remembered. We will announce a direct connector only after it is tested.
Do you have an API?
API documentation is available on request for partner and enterprise projects; a public developer portal is coming.
What file formats work?
CSV, XLSX and XLS. Keep one row per ledger with debit and credit columns.
Bring your data. Keep your system.
Download a template or try the free score in two minutes.