SHEET 01Finance & Procurement IntegrationTL

Tally Integration

Connect Tally ERP for accounting, inventory, statutory compliance, and financial data sync.

Get a demo All integrations
  • Finance & Procurement
  • < 10 min setup
  • Bidirectional, Scheduled
  • SOC 2
  • GDPR
TallySOURCEDataSYNCAgentGOVERNEDActionsOUT
5Event triggers
5Agent actions
4Data types synced
< 10 minTime to connect
SHEET 02Triggers & ActionsI/O

What you can automate with Tally

Connect Tally events to AI agent workflows with pre-built triggers and actions.

IN → Triggers5 events
  • TRG-01

    Voucher Created

    Fires when a new voucher is entered in Tally.

  • TRG-02

    Stock Item Updated

    Triggers when stock item details change.

  • TRG-03

    Ledger Modified

    Fires when a ledger account is updated.

  • TRG-04

    GST Return Due

    Triggers when a GST return filing deadline approaches.

  • TRG-05

    Outstanding Updated

    Fires when receivable or payable outstanding changes.

Actions → OUT5 actions
  • ACT-01

    Create Voucher

    Creates a new accounting voucher in Tally.

  • ACT-02

    Create Ledger

    Adds a new ledger account.

  • ACT-03

    Update Stock Item

    Modifies stock item details and quantities.

  • ACT-04

    Generate Report

    Runs a financial or inventory report from Tally.

  • ACT-05

    Create Purchase Order

    Generates a purchase order in Tally.

SHEET 03Data SyncedBIDIRECTIONAL

Data types available through this integration

Tally sync schemaBidirectional, Scheduled
DS-01Vouchers & Transactions
DS-02Ledger Accounts
DS-03Stock Items
DS-04Outstanding Reports
SHEET 04Use CasesFIELD

How enterprises use Tally with assistents

UC-01Live

Accounting Automation

Agents create vouchers and journal entries in Tally from upstream data.

UC-02Live

GST Compliance

AI monitors transactions and ensures GST compliance with automated reconciliation.

UC-03Live

Inventory Intelligence

Real-time stock analysis and reorder recommendations from Tally data.

SHEET 05Specification NotesFAQ

Questions about the Tally integration

Which Tally versions are supported?

The connector supports Tally Prime and Tally.ERP 9 via Tally's ODBC and XML/HTTP interfaces.

Can agents access multi-company Tally data?

Yes. Multiple Tally companies can be connected and accessed through a single integration.

Does this support Indian statutory reports?

Yes. Agents can generate GST reports, TDS summaries, and other statutory reports from Tally data.

SHEET 06Related IntegrationsLINKED

Explore more integrations

INT-01

QuickBooks

Sync QuickBooks Online for invoicing, expenses, payments, and financial reporting.

Finance & Procurement
INT-02

Xero

Connect Xero accounting for invoicing, bank reconciliation, payroll, and financial data sync.

Finance & Procurement
INT-03

Razorpay

Integrate Razorpay for payment collection, subscription billing, and financial reconciliation.

Finance & Procurement
INT-04

Sage Intacct

Connect Sage Intacct for cloud financial management, GL, AP, AR, and reporting.

Finance & Procurement
SHEET 07ProductsPRD-01..03

Power your Tally integration with AI agents

PRD-01

Agent Builder

Create AI agents that connect to Tally with natural language — no code required.

Learn more
PRD-02

Workflow Builder

Build multi-step workflows that automate actions across Tally and other systems.

Learn more
PRD-03

Agent Governance

Enforce permissions, audit trails, and compliance on every agent action in Tally.

Learn more
SHEET 08Sign-offREADY

Ready to connect Tally?

Schedule a personalized demo to see how assistents’s AI agents integrate with Tally for your organization.

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Connector
Tally
Category
Finance & Procurement
Sync
Bidirectional, Scheduled
Setup
< 10 min
Compliance
SOC 2 · GDPR