CA resources15 October 2026Updated 14 October 20264 min read

Tally on Cloud or Remote Desktop: getting exports into FynHelp

By FynHelp Editorial Team, Month-end close for CA firms

When TallyPrime runs on a hosted machine, export inside the session as usual, then get the file out by uploading from the session's browser, saving to a drive shared from your PC, or emailing it to the firm inbox.

TallyTally on Cloudremote desktopsetup

4 min read 0 views15 October 2026

Short answerExport the client's bank ledger as XML inside the remote Tally session, exactly as on a local PC. Then use whichever route your hosting provider allows: open fynhelp.com in the session's browser and upload, save the file to your own PC's drive shared into the session, or email it from the session to the firm inbox FynHelp reads.

Many firms run TallyPrime on a hosted Windows machine (Tally on Cloud, a provider's server, or the firm's own server) and reach it through Remote Desktop. The Tally steps do not change. What changes is where the exported file lands: on the remote machine, not your laptop.

Diagram: from a remote Tally session, an export reaches FynHelp by uploading from inside, through a shared local drive, or by email — Three ways to get the file out. Use the one your provider allows.

Step 1: Export inside the session

In the remote session, open the client's bank ledger (Gateway of Tally → Display More Reports → Account Books → Ledger), set the month with Alt+F2, and export with Alt+E → Current → File Format XML (Data Interchange). The full walkthrough with a diagram is in the office PC guide.

Step 2: Get the file to FynHelp

Route 1: Upload from inside the session

If the remote machine has a browser and internet access, sign in to fynhelp.com there, open Documents, choose the client and upload the file from the export folder. This is the quickest route when it is allowed.

Route 2: Save to a drive shared from your PC

Remote Desktop can share a drive from your own computer into the session. On Windows, before connecting: Remote Desktop Connection → Show Options → Local Resources → More → tick the drive. On a Mac, add a redirected folder in the connection's settings. Your drive then appears inside the session; export to it, and upload from your own computer.

Route 3: Email it to the firm inbox

If the session can send email, attach the export and send it to the firm inbox a partner has connected in FynHelp Settings. It arrives within minutes; if FynHelp cannot tell which client it belongs to, it waits under Unassigned on the Documents page.

FynHelp Documents page: client selector and a drop area — Whichever route you use, the file ends up here under the client.

If none of the routes is allowed

Some providers lock sessions down: no browser, no drive sharing, no email. Ask your provider which file-transfer option they support (most offer one) and use it to move the export to your PC, then upload as usual.

Frequently asked questions

Does FynHelp need access to our cloud server?

No. FynHelp never connects to your server. You export a file and send it; that is all FynHelp sees.

Is the Tally export the same on cloud and on a local PC?

Yes. TallyPrime behaves the same; only the location of the saved file differs.

Which route is safest?

All three keep the file within your firm's own tools. Uploading from inside the session avoids copying the file to another device at all.

How FynHelp helps

FynHelp runs a CA firm's month-end close in four steps: bank statement and Tally export extraction, bank reconciliation, source-traceable MIS reports and automated document follow-ups. See pricing for CA firms.

Close your clients' month-end with four agents

FynHelp reads statements and Tally exports, matches bank to books and drafts the MIS. Free to start, no card needed.

Start free trial