Dashboard
Live overview for the selected client.
Set up your firm in a few steps
Connection
📸Financial snapshotlive from Tally · saved per client & period▾
🗂️Master dataledger / party counts · cross-check with Tally▾
Settings
Connect your Tally in 3 simple steps, then set client details & automation.
Do these 3 steps on the PC where TallyPrime runs
Switch on Tally's connection
One-time setting inside TallyPrime:
- Press F1 → Settings → Connectivity.
- Set “TallyPrime acts as” = Server, Port = 9000.
- Keep your company open in Tally.
Install the connector
Click the button, then double-click the downloaded .exe on the PC that runs Tally — it installs itself and keeps running automatically. No Python, no scripts — one file does everything. (Don't rename the download — its name carries your setup code.)
💡 Windows may show "Windows protected your PC" — click More info → Run anyway (it's your connector, not malware). If antivirus removes the file, use the options under "Other options".
Other options (remote PC, .bat, or Python installer)
Python installer — only if the no-Python download above is blocked. Needs Python on the Tally PC (tick "Add Python to PATH"):
Check it's working
Within a few seconds your PC appears here as online, showing the company open in Tally.
✅ Connected? Head to Clients, add your company, upload a bank statement, and post to Tally.
Client details
Company identity used across reports and compliance.
Advanced: this client's Tally is on a different PC
Usually leave these blank — the app finds the right Tally by itself (through the connector in the Connection tab). Fill them only if you want the server to talk to a specific PC's Tally directly.
Automation
How much this client posts to Tally on its own.
Autopilot only fires when the tie-out passes and no row needs review — otherwise it waits for you. If autopilot fails in the background the batch is marked autopilot failed and the firm is emailed.
Firm profile
Your firm's name and details shown on invoices and reports.
🔐Two-factor authentication (2FA)
Add a second step at sign-in using an authenticator app (Google Authenticator, Authy, etc.). Strongly recommended.
1. Add this secret to your authenticator app (or scan the QR via the link), then enter the 6-digit code to confirm.
💾Back up & restore your data
Download a complete backup of this firm's data (clients, statements, ledgers, rules, transactions) plus the original uploaded files. Restore re-imports a backup — into an empty firm directly, or replacing current data after a typed confirmation (a pre-restore snapshot is kept).
🧾Invoices & receipts
GST invoices for your subscription payments.
💬Help & support
Questions, billing or data requests? We're here to help.
⚠️Delete this account
Permanently erase this firm and all its data. This cannot be undone — download a backup first. Requires your password and typing DELETE.
Connection Doctor
One click checks everything — database, connector and Tally — and tells you exactly which step to fix.
Better live reports (TDL add-on)
v3 is on the server. If this Tally already has AutoTally.tdl loaded (v2 or v3), reports use it automatically — trial balance, compact day book, party outstanding, bill-wise ageing. If it isn't loaded, the same reports still run via an inline collection (no TDL file needed).
Install automatically below, or download on the Tally PC → TallyPrime F1 → TDL & Add-On → Manage Local TDLs → add it → restart Tally.
Work from anywhere (Tailscale)
Securely open this app from home or your phone — no router changes needed.
Client roster
Each client is one TallyPrime company. Select one to make it active for uploads, reports and the dashboard — its live Tally connection shows on the row.
Automation preferences (auto-accept, autopilot, default bank) have moved to Settings ⚙️.
Ledger master
Mapping only suggests ledgers that exist in this company. Sync them from Tally first.
Upload bank statement
PDF, Excel, CSV or text. We extract, check the balance tie-out, and auto-suggest ledgers from the narration. Uploads and the list below belong to the active client (top-right picker).
Client sent the statement in Excel? Download the template, fill it (one row per transaction), and upload it like a PDF.
Each box is a dropdown of the voucher types in this client's Tally — pick one per bank. Leave blank for standard Payment / Receipt / Contra.
Recent batches
Review & post
Mapping rules
Narration → ledger, remembered for this client only.
Statutory challan register
Upload your ESI, PF, PT, TDS and Income-tax challans — we read each one and build a clean Excel register grouped by statute and month. Nothing is posted to Tally; correct any field inline before you export.
Drop in the PDFs or photos of the challans — multiple at once. Scanned copies are OCR'd automatically. We detect the statute (ESI / PF / PT / TDS / Income-tax) and pull the period, amount, challan number and date.
PDF Tools
The PDF jobs an accounts office does daily — merge, split, compress, OCR, rotate, protect, and convert Excel / Word / PowerPoint into a print-ready PDF (tables aligned before conversion). Files are transformed in memory and streamed straight back: nothing is stored on the server.
Merge PDFs
Scanned invoices & bills → vouchers
Upload your own invoices (e.g. rental income) and vendor bills as PDF or photo — scanned copies are OCR'd automatically. GST is picked up when the document carries it; plain expense vouchers when it doesn't.
ℹ One invoice/bill per file. Pick the batch type first: Purchases + Journals posts GST vendor bills as Purchase vouchers and no-GST expense bills as Journal vouchers; Sales + Journals posts GST invoices as Sales and no-GST income (rent, other income) as Journal vouchers. Every cell — including each row's voucher type — is editable before posting; rows flagged review deserve a look first. Party & Ledger columns search your synced Tally ledgers — the nearest match is pre-selected (✓ with match %); if a name isn't in Tally yet, click ＋ create to add the ledger to Tally. Sync ledgers first from the Ledgers page if the list looks empty.
Bulk vouchers — Journal, Payment & Receipt
Month-end / quarter-end / year-end adjustments (depreciation, provisions, accruals) plus cash expenses and cash receipts. Fill the grid, preview, and post everything to Tally in one go.
Quick entry · one Dr / one Cr per row
ℹ Each row posts as one voucher of its Type: Dr the debit ledger, Cr the credit ledger. Payment (cash expense): Dr expense/party, Cr Cash or Bank. Receipt: Dr Cash or Bank, Cr income/party. Ledger cells search your synced Tally ledgers — ＋ create adds a missing one to Tally. Rows are saved in this browser per client until you post, so you can fill them over several sittings. Blank rows are ignored.
Multi-ledger vouchers · many Dr / Cr lines per voucher (e.g. salary: Dr Salaries, Cr TDS, Cr Bank)
ℹ Each voucher can have several ledger lines — put each line's amount in Debit or Credit. A voucher posts only when its total Debit equals total Credit (a live balance is shown per voucher). Import the Excel template or build vouchers here; ledger cells search your Tally ledgers, ＋ create adds a missing one. Saved in this browser per client until you post.
GSTR-1 → Sales vouchers
Turn your GSTR-1 (JSON / offline-utility Excel) into reviewed Sales vouchers.
Compliance calendar
Every statutory deadline for every client — GST, TDS, advance tax, ITR, MCA/ROC and LLP filings — generated automatically. Tick items off as you file, and add / edit / delete your own.
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Form 26AS / AIS reconciliation
Match TDS in 26AS against your Tally TDS-receivable, by TAN.
Bank statement → Receipts & Payments
For individuals / small firms / HUF who don't maintain books — not linked to Tally. Upload all their bank statements; the software splits Receipts & Payments, groups similar transactions (UPI to mobile numbers, food, fuel…), you fill the unknowns, then export the Excel.
📅 Tip: create one job per financial year with the same name — then “Compare YoY” shows this year vs last year automatically.
Job:
Upload the 26AS (text/CSV/Excel from TRACES). Flags 26AS income not seen in the bank and totals the TDS already deducted.
Upload the employer-issued digital Form 16 PDF (TRACES). Every figure — quarterly TDS, salary break-up, deductions, tax — appears below in table format and in the Excel.
Upload the AIS/TIS PDF from the income-tax portal — dividends, securities trades and interest that 26AS misses, compared against the books.
★ Learned rules for this client (narration → group) — view / delete
Patterns learned from your ★ corrections for this client only — they also apply to the same client's jobs in other years. Delete a rule if it groups something wrongly, then press ⟳ Re-group.
Transactions · fix the unknowns, ★ remembers for next time
💡 Same party many times (e.g. NANNAPANENI)? Type the name in the search box, tick the ☑ select-all box in the table header, type the group once and press Set & remember ★.
Trial balance reads ledger opening/closing only (no full-year voucher scan). Day book and registers use a compact Tally extract for the selected period. Every table exports to Excel & CSV.
User management
Admin only — you have full control: add, edit, reset passwords, deactivate and delete. Seniors and Articles cannot open this page or change any user.
Add a team member
🔐 Passwords are stored one-way encrypted — they can never be viewed, only reset from the table below. Share the temp password with the user; they change it from their own menu (🔑 Change password).
MIS & Management Dashboard
Financials for management — P&L, sales vs expenses, debtors/creditors, cash & bank, GST compliance. Reads live from Tally over the web (HTTP gateway); uses ODBC automatically when available.
Receivables & Payables
TDS deducted — 26Q working
Financial Statements
Balance Sheet & Statement of Profit & Loss in ICAI non-corporate format with detailed schedules. Built live over the web (HTTP gateway).
Company & setup
Connect Tally once, create your clients from it, pick the working company — then continue to your products.
Companies — create & switch from Tally
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One-time setup per Tally PC
Do these once on the PC where TallyPrime runs; every company on that PC connects automatically afterwards.
In TallyPrime: F1 → Settings → Connectivity → act as Both, port 9000, then fully restart Tally and keep the company open. The badge at the top turns green when connected.
Add a client without Tally
Create a client by hand (name, PAN, GSTIN, address) — useful before the Tally PC is connected, or for entities whose books are not in Tally yet.
Your whole practice, on one desk.
Every tool your firm runs — in the order the month happens. Working on — · change company.
Post & reconcile
the daily flow — everything that becomes a voucherAccounting Automation
Bank → Tally, GSTR-1 / 2B & 26AS imports, scanned invoices, journals and billing — everything that becomes a posted voucher.
GST Suite
The whole GST month: GSTR-3B position, ITC reconciliation vs 2B, return health check, HSN & rate-wise summaries, GSTR-1 & 26AS.
Bank Receipts & Payments
For entities without books — an auto-categorised Receipts & Payments account straight from the bank statement.
Report & comply
month- and year-end obligationsSchedule III
Companies Act financials from the live Tally trial balance — plus ledgers and MIS.
Tally Reports
Day book, Sales & Purchase registers, trial balance, outstanding, ageing, GST day book, party masters and duplicate-voucher checks — straight from Tally.
Fixed Assets Register
Depreciation — Companies Act Sch II (SLM / WDV) and the Income-tax block method, for any financial year.
Compliance Calendar
Every GST / TDS / IT / MCA / LLP deadline per client, generated automatically — tick each off as you file.
Statutory Challan Register
Upload ESI / PF / PT / TDS / income-tax challans — read automatically into a due-date-checked register with an Excel export.
Assure
statutory auditAudit Manager
Statutory audit engagements — programme, working-paper status, partner sign-off and anomaly scan.
Free Tools
Public calculators you can share with anyone — no login needed.
Everyday utilities
quick jobs between the big onesPDF Tools
Merge, split, compress, OCR — and convert Excel, Word or PowerPoint into a clean aligned PDF. Processed in memory, never stored.
Workspace
practice administrationPlatform Admin
All firms & users, activation keys, licences, suspend / restore.
Fixed Asset Register
Depreciation under Companies Act 2013 Schedule II (SLM/WDV) and the Income-tax block WDV method — computed for any financial year from the asset master.
Add asset
Asset master
| Asset | Block | Method | Purchased | Cost | Life | IT % |
|---|
Audit Manager
Run statutory audit engagements end-to-end — a seeded audit programme with per-area status, working-paper references, risk assessment and partner sign-off, per client and year.
New engagement
GSTR-2A / 2B → Purchase vouchers
Turn your downloaded GSTR-2A/2B (JSON / Excel) into reviewed Purchase (GST expense) vouchers with input ITC.
GST reconciliation — ITC (2A/2B)
Match your purchase register (books) against the portal GSTR-2A/2B — see matched, mismatched, ITC at risk and ITC claimable. (To create purchase vouchers, use Accounting Automation → GSTR-2B import.)
The purchase register (ITC) is pulled live from the client's Tally — you only upload the downloaded GSTR-2B. Needs the client's Tally connected with the AutoTally TDL loaded. New here? Click See sample.
Or upload the purchase register file instead ▾
Reconciles by supplier GSTIN + invoice no, then adds analytics: a supplier ITC scorecard (chase chronic defaulters), fuzzy rescue of same-amount invoices with different numbers, Section 17(5) blocked-ITC flags, RCM detection, and a GSTR-3B Table-4 ITC working.
Portfolio
All clients at a glance — automation, pending review, posted, last activity.
Sales Invoice
Raise a professional-fees invoice to your client — GST or non-GST. Pull the customer straight from Tally's Sundry Debtors; CGST/SGST vs IGST is worked out automatically.
Logo, signature & bank details
Set once — used on every invoice. Set your firm name/GSTIN/address in Settings → Firm profile.
Raised invoices
Feedback, Additions & Errors
Share feedback, request a new feature, or report an error — every message reaches the admin (and emails them), and you can track its status below until it's rectified.
Share feedback
Ideas, suggestions, things you'd like improved.
Request an addition
A new feature, report, bank format or capability you'd like added.
Report an error
Something not working? Tell us and we'll rectify it.
Status
Admin console
Platform-owner only — every firm and user, activation keys, licences, suspend/restore.
Unlock the admin console
Enter your LICENSE_ADMIN_TOKEN. It stays in this browser tab's memory only (never saved) and is sent with each admin request.
Generate a key
For offline payments / complimentary access. The key is shown once below — copy it and send it to the customer; they redeem it under “Activate with key”.