Help with uploads, ledger mapping and Tally pushes
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No. We read your chart of accounts so entries can be matched to the right ledger, and we write only the vouchers you approve. Vouchers created outside Your AI Accountant are never altered or deleted. Vouchers we created are updated only when you re-push them. By design, nothing in our cloud can delete anything inside your Tally.
Install the Tally Connector Chrome extension from the Chrome Web Store on the Windows PC where Tally runs. In TallyPrime, go to F1 → Settings → Connectivity → Client/Server configuration → "TallyPrime acts as" = Both. The port in Tally must match the port the connector uses. The default is 9000, and any port from 9000 to 9100 works.
Built and tested for TallyPrime; Tally.ERP 9 is not officially supported. If you try it anyway, its settings are in a different place. In Tally.ERP 9: at Gateway of Tally press F12 (Configure) → Advanced Configuration, set "Tally.ERP 9 is acting as" = Both and the port to 9000, then restart Tally.
PDF, Excel (.xlsx, .xls) and CSV statements from Indian banks, including SBI, HDFC, ICICI, Axis, Kotak and IndusInd. Download the statement from net banking where you can. A scanned PDF is read with text recognition on a best-effort basis and is less dependable; scanned pages inside a digital PDF are skipped and listed so you can add them, and a file nothing can be read from fails without using a credit. If a statement cannot be read cleanly it is held for your review, rather than imported with rows missing.
No. Every line is matched against your client's own Tally chart of accounts and a ledger is suggested for you, which you approve or change. Matching runs in order: exact name, differences of case, your saved aliases, then close matches. It is also group-aware, so an expense is not suggested where a bank ledger belongs and CGST is not confused with SGST. Rules you save apply from the next upload, and a ledger you confirm repeatedly is learned after a few confirmations. Nothing reaches Tally until you approve it.
The web app works in modern browsers, but Tally operations require the Tally Connector Chrome extension in Google Chrome on the same Windows computer where Tally is running.
The web app works on any operating system. Since Tally runs on Windows, pushing vouchers uses the Tally Connector in Google Chrome on the same Windows computer where Tally is open.
New accounts start with a 14-day trial: 500 voucher credits and 1 client. Nothing is billed automatically when the trial ends. Buy a paid plan to continue, or simply stop using the Service.
The trial allows 1 client. Paid plans do not limit the number of clients. They are charged by voucher credits, so your whole practice can sit in one account and credits are used wherever the work is.
Once your entries have the right ledgers, click Push to Tally. A check runs first for missing ledgers, period mismatches and incomplete vouchers. A missing ledger is never created on its own: Fix Issues lists it, and it is created only after you confirm its group. Confirm the Tally company, and the vouchers are sent in batches of up to 50, with a count of how many have been pushed.
The result screen lists every rejected voucher with the reason Tally gave. The usual ones: the ledger does not exist in Tally, the date falls in a closed period, Tally treats the voucher as a duplicate, the date is outside the company's books, or the ledger sits in a group that will not accept the entry. Fix those rows here and push again. Vouchers that already went through are not sent a second time.
Partly. Unmark Pushed changes only our records; by design, nothing here can delete anything in your Tally. To correct a voucher: select the rows on the Transactions page, choose Unmark Pushed, edit them and push again; each voucher carries a fixed reference, so Tally updates the same voucher rather than adding a copy. To remove a voucher: delete it in Tally yourself, then Unmark Pushed here so our records match.
No. Vouchers you entered in Tally yourself are never touched. A re-push of a voucher we already created carries the same reference, so Tally updates that voucher instead of creating a duplicate.
Yes, as long as that period is still open in Tally. If the books are closed or the period is locked, Tally rejects the voucher and the row is listed as Period Locked. Reopen the period in Tally, or move the entry to a date inside the open books, then push again.
A bank-statement row starts as Payment or Receipt from its debit/credit side. When you set its ledger to one of your own cash or bank ledgers (a cash withdrawal, a deposit, a transfer between your accounts), the row becomes Contra, and the voucher type shown on the row is the one pushed. You can still change it per row before pushing. If your company's chart has its own Contra voucher type, the push uses that name. Nothing is written to Tally without your approval.
Pushes are sent in batches of up to 50, and each voucher carries a unique reference tied to that entry. Vouchers already written to Tally before the drop stay in Tally; anything not yet sent stays pending here. Reconnect the extension, check the push result and push again. The reference means Tally updates a partly pushed voucher instead of creating a duplicate.
Bank and loan statements (PDF, Excel, CSV), purchase and sales registers, and GSTR-1, GSTR-2A and GSTR-2B exports. PDF invoice extraction is coming soon and is not available yet.
No. We import GSTR-1, GSTR-2A and GSTR-2B exports only, to create sales or purchase vouchers that you review and push to Tally. We do not reconcile GST data, prepare returns, or file anything with the portal.
Upload it anyway. The app detects the encryption and asks you for the password in the review screen, with five attempts to get it right. A password-protected Excel statement works the same way. If you would rather not share the password, most net banking portals offer an unprotected download, or you can open the file with the password and save a copy without it.
Some PDFs with unusual layouts are not read correctly. Download the same statement as Excel or CSV from net banking instead; those are read more reliably. A scanned or photographed statement is read on a best-effort basis only, so ask the bank for a digital one where you can. You can review and correct any misread value before pushing.
Upload it anyway. Recognised layouts are parsed as usual, and a layout we do not know is held for your review rather than imported with rows missing. Send us a sample and we will add the layout. For an unusual bank, Excel or CSV from net banking is the surest route.
Yes. A file you upload yourself can be up to 200 MB. A PDF can be up to 500 pages — split longer statements by date range. When a client uploads through a client upload link, the limit is 4 MB per file, so a larger statement is better sent to you to upload. There is no fixed cap on the number of entries in one file; statements with several thousand rows are normal. Anything over a limit is rejected at upload with the reason shown, never silently truncated.
A typical monthly statement is usually ready while you wait. A large statement of several hundred pages takes longer. You can leave the page and come back, since processing continues in the background.
Yes. Share an upload link and your client uploads the statement themselves, without an account or an app. Files arrive under that client and are processed as though you had uploaded them. You can also raise an Ask Client query on a suspense entry, and their reply comes back into your dashboard.
Yes. Upload several files in one session and each is processed independently. They all appear under the same client and can be pushed to Tally together or separately.
New accounts get a 14-day trial with 500 voucher credits and 1 client. Prepaid Starter, Growth and Pro plans are valid for 365 days. See Pricing or Billing for the live catalogue, GST and any current offer.
Yes. Credits are valid for 365 days from the date of purchase, and the Billing page shows the expiry against each plan you have bought.
Staff you add draw on the admin account's plan credits — one plan for the whole firm, not one per person. Permissions and per-staff usage are managed in Settings → Team. Staff do not buy a separate plan. Team mode needs a paid plan (it is not part of the free trial) and allows up to 10 team members.
Go to Billing and select a plan. The server calculates the amount and Razorpay processes the payment. The checkout summary shows credits, validity, GST and the total before you pay.
Failed uploads: no. Failed, unreadable, unsupported and duplicate files cost nothing. Deleted uploads: credits are used when a file finishes processing and its vouchers are saved, and deleting the upload or the client afterwards does not return them. Editing, clarifying, pushing, retrying or re-pushing the same voucher never costs a second credit. The one thing that does cost more: splitting one entry into several vouchers charges for the extra vouchers you create.
Connections use TLS, and data is encrypted in transit and at rest: uploads are encrypted by the storage provider, backups are encrypted, and passwords are hashed with bcrypt and salt, so plaintext passwords are never stored. You can add a second step at sign-in, a one-time code sent to your registered email or shown in an authenticator app, with 10 single-use backup codes as a fallback. The Tally Connector carries out only the Tally operations you start. See the Privacy and Security pages for full detail.
Yes. Settings > Security > Danger Zone > Delete My Account deactivates your account after password (or, for Google sign-in, typing DELETE) confirmation. It stays reversible for a 30-day grace period — sign back in and cancel to reactivate. Records the law requires us to keep are retained. For immediate, irreversible erasure of your personal data instead, use Settings > Data Compliance > Data Retention > Erase my data.
Access is controlled by your account and team permissions. Authorised service providers process the limited data needed to operate the product, as described in the Privacy Policy. We do not sell personal data.
The Tally Connector exchanges Tally data only for an operation you start, such as pulling selected company or ledger data, or pushing reviewed vouchers. It does not upload your entire Tally database. Connections to the service use TLS.
An alias tells the app which ledger to suggest for a recurring narration. Set 'Airtel' as an alias for 'Telephone Expenses', and every later entry mentioning Airtel is matched to that ledger for your approval. Manage aliases from the Mappings page.
Yes. Open Mappings → Blacklist and add the narration together with the ledger you never want it paired to. That pairing is then skipped everywhere a ledger is suggested.