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Tally integration

AI automation for Tally

Tally holds the books for a large share of Indian businesses, and most of what goes into it is still typed by hand. We connect Tally to the documents and systems around it, so entries are prepared automatically and your accounts team checks and approves.

What we build

What you can automate with Tally

  • 01

    Purchase invoice entry

    Invoices read from email, WhatsApp or scans and prepared as vouchers for approval.

  • 02

    Sales invoice generation

    Invoices created from orders in your sales or order system.

  • 03

    Bank reconciliation support

    Statement lines matched to ledger entries, with unmatched items listed.

  • 04

    GST checks

    Tax amounts and registration numbers validated before entry.

  • 05

    Outstanding and payment reminders

    Receivables followed up on WhatsApp and email on your schedule.

  • 06

    Owner reports

    Daily sales, outstanding and cash position sent to your phone in plain language.

Works alongside

TallyPrimeWhatsAppEmailBank statementsSpreadsheetsOrder systems
Related service: Document AI

Good to know

  • Works with Tally on your own computer or server
  • Entries wait for approval until you decide otherwise
  • The integration route depends on your Tally version; we confirm it first

FAQ

Common questions

Does our Tally data leave our office?

It does not have to. We agree where processing happens before work starts, and a setup that keeps data on your own machines is possible.

Will our accountant still be needed?

Yes. The system removes the typing and matching. Your accountant reviews, approves and handles everything that needs judgement.

Tally is a trademark of its owner. Bytes Coder is an independent development company and is not affiliated with or endorsed by Tally.

Have a process that should run itself?

Tell us what your team spends too much time on. We will come back with a clear view of what can be automated and how we would build it.