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)
  • 14-day trial: 500 voucher credits and 1 client, no credit card needed
  • Works for CAs, accountants, bookkeepers — anyone who uses Tally
02Step 02 — ADD EXTENSION

Add the YAA Tally Connector

  • Install the Google Chrome extension from the Tally Connector page
  • Use Chrome on the same Windows computer where Tally runs
  • Select and validate the Tally connectivity port (9000 by default)
  • No Windows app or manual XML workflow required
03Step 03 — CONNECT TALLY

Connect to Tally

  • The extension connects to Tally Prime or ERP 9 on the configured port
  • Enable connectivity in Tally: F1 -> Settings -> Connectivity -> 'TallyPrime acts as' = Both, Port 9000
  • The Tally Connector page shows whether the extension and Tally are reachable
  • The extension exchanges Tally data only for operations you initiate
04Step 04 — SYNC CLIENTS

Sync Clients from Tally

  • Pull your client companies directly from Tally through the Chrome extension
  • 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
  • Supported GSTR-1, GSTR-2A, and GSTR-2B exports for reviewable voucher creation only
  • PDF Invoices: bulk purchase and sales OCR
  • Drag-and-drop upload with auto-format detection
07Step 07 — CATEGORIZE & PUSH

Smart Categorize & Push to Tally

  • Suggests Tally ledgers for each extracted transaction
  • Review suggestions — fix a mapping once, the system remembers forever
  • Pre-push validation catches errors before anything reaches Tally
  • One click pushes the vouchers you reviewed and approved to Tally
  • Full push history with undo — re-edit and re-push anytime

500

Trial voucher credits

14

Trial days

3

Prepaid plans

1

Chrome connector

Ready to automate your Tally data entry?

Start with a 14-day trial, 500 voucher credits, and one client. Review every voucher before pushing it to Tally.

Start Free

14-day free trial with 500 voucher credits and 1 client. No credit card required.