How to Use Your AI Accountant

From signup to pushing vouchers to Tally — here is everything you need to know, step by step.

01Step 01 — SIGN UP

Sign Up & Get Started

  • Sign up with Google OAuth or email + password
  • Verify your email (Google users auto-verified)
  • Free tier: 100 transactions every month, no credit card needed
  • Works for CAs, accountants, bookkeepers — anyone who uses Tally
02Step 02 — INSTALL BRIDGE

Install the Tax One Bridge

  • Download from your dashboard — lightweight Windows app (~38 MB)
  • Runs silently in the system tray — no terminal, no command line
  • Auto-starts on Windows boot — always ready when Tally is running
  • One-click auto-pair from your dashboard — no codes to type
03Step 03 — CONNECT TALLY

Connect to Tally

  • Bridge auto-detects Tally Prime or ERP 9 running on your machine
  • Enable connectivity in Tally: F1 → Settings → Connectivity → 'TallyPrime acts as' = Both, Port 9000
  • System tray icon: green = connected, yellow = connecting, red = error
  • Your Tally data never leaves your office network
04Step 04 — SYNC CLIENTS

Sync Clients from Tally

  • Pull your client companies directly from Tally via the Bridge
  • No manual entry — just sync and your Tally companies appear as clients
  • GSTIN, PAN, and company details synced from Tally automatically
  • Switch between companies in the dashboard anytime
05Step 05 — PULL LEDGERS

Pull Ledger Masters from Tally

  • Sync your chart of accounts from Tally with one click
  • All ledger names, groups, and GST details pulled automatically
  • Ledger cache refreshes periodically — always up to date
  • AI uses your actual Tally ledgers for mapping (no guessing)
06Step 06 — UPLOAD

Upload Documents

  • Bank Statements: PDF, Excel, CSV from 50+ Indian banks
  • Purchase & Sales Registers: Excel spreadsheets
  • GSTR-2B / GSTR-2A / GSTR-1: Excel from GST portal
  • PDF Invoices: bulk purchase and sales OCR
  • Drag-and-drop upload with auto-format detection
07Step 07 — CATEGORIZE & PUSH

Smart Categorize & Push to Tally

  • Maps every transaction to the right Tally ledger automatically
  • Review suggestions — fix a mapping once, the system remembers forever
  • Pre-push validation catches errors before anything reaches Tally
  • One click pushes clean vouchers to Tally with real-time progress
  • Full push history with undo — re-edit and re-push anytime

90%

Less manual work

10x

Faster data entry

100

Free credits/month

99.8%

Mapping accuracy

Ready to automate your Tally data entry?

Join thousands of CAs, accountants, and bookkeepers who save hours every day with automated Tally data entry workflows.

Start Free

100 free transactions every month. No credit card required.