Before you begin

Your AI Accountant reads your clients' bank statements, loan statements, purchase and sales data, suggests the right Tally ledger for each entry, and posts the vouchers straight into TallyPrime. Nothing reaches Tally until you have reviewed it and clicked Push to Tally.

What you need

• Google Chrome on a Windows desktop or laptop — the setup we test and support. The Tally Connector is a Chrome extension, so Edge, Firefox, Safari and mobile browsers cannot push to Tally.
• TallyPrime running on the same computer as Chrome, with the client's company open. A Remote Desktop (RDP) or Citrix session works too, as long as Chrome and Tally both run inside that one session.
• Your client's data: a bank or loan statement (PDF, Excel or CSV), a purchase or sales register, or a GST return downloaded from the GST portal.

Signing up

1. 1Click Start free trial on the home page, or sign up with your Google account.
2. 2Enter your name, email address and a password. The password needs at least 8 characters, with an uppercase letter, a lowercase letter and a number.
3. 3We email you a 6-digit code. Enter it within 10 minutes and click Verify & Continue.
4. 4You arrive on the Dashboard, where a four-step setup guide opens: Install Connector, Sync Client & Ledgers, Upload Statement and Transaction Workspace. You can skip any step and return to it later with Resume getting started.

Your free trial

Every new account gets a 14-day free trial with 500 voucher credits and 1 client. The 14 days count from the day you sign up. The top bar shows what is left, for example Trial · 9d · 420 credits left. When the trial ends, buy a plan from Billing to continue — see Credits, plans and billing.