How to Use Your AI Accountant
From connecting Tally to pushing approved vouchers — here is everything you need to know, step by step.
Get the Chrome extensionSTEP 01 — CONNECT
Connect Tally with the Chrome Extension
No desktop software, Java runtimes, or manual XML exports. Our lightweight Google Chrome extension links directly to TallyPrime or Tally.ERP 9 running on your Windows PC.
- Talks to Tally only on this computer (localhost), on port 9000 by default (any port 9000–9100 works); sends the service only what the action you clicked needs.
- 1-Click synchronisation of client companies, ledgers, parent groups, and GSTINs.
- Real-time connectivity indicator confirms your Tally status before processing.
- Exchanges data only when you start an action — nothing runs in the background.
STEP 02 — UPLOAD
Upload Bank Statements & Financial Files
Upload bank statements, loan statements, purchase and sales registers, or supported GSTR exports.
- Built-in layouts for PDF, Excel (.xlsx/.xls), and CSV statements from Indian banks.
- Auto-detects statement layouts — no template creation or column mapping needed.
- Extracts dates, full narrations, reference numbers, debits, credits, and running balances.
- Handles password-protected bank PDFs and multi-page statements.
STEP 03 — REVIEW
Review Suggested Ledgers, Edit & Split
Ledger suggestions come from rules and the mappings you have already approved, matched only against your client's existing Tally ledgers. You review and approve every voucher before anything reaches Tally.
- Matching runs in order: exact name, case-insensitive, your saved aliases, close spellings, then the ledger's Tally group.
- Maps strictly to your synced Tally masters — never invents unknown ledgers.
- Payment or Receipt set from the debit/credit side; Contra for cash and inter-bank transfers is yours to set.
- Fix a mapping once and it is applied to future uploads.
- Split one transaction across several expense heads, TDS, and GST, and reassign matching rows together.
- Checks before push flag missing ledgers, unbalanced vouchers, dates, and required fields.
STEP 04 — PUSH
Push to Tally, and Unlock to Re-push
Push approved vouchers to Tally in batches of 50, with live progress for each batch.
- One click sends the approved vouchers into TallyPrime or Tally.ERP 9.
- Vouchers appear in Tally's Day Book with their dates, narrations, and reference numbers.
- A push history records every batch.
- Nothing is ever deleted from Tally. Each voucher carries a fixed reference, so pushing it again updates it in Tally rather than adding a duplicate — to correct one, unlock it here (Unmark Pushed), edit it, and push again.
