Tally Analytics & AI Chat
Analytics product for Tally-based SMEs and CA firms
Tally books turned into live dashboards, early-warning alerts and plain-English answers.
Overview
Tally is excellent at recording transactions and weak at answering business questions. This system copies the books out of Tally on a schedule, reshapes them for reporting and checks the totals against Tally’s own trial balance after every sync. Owners get a one-page pulse of the business, alerts for problems and a chat that answers questions with a table and a chart.
Before and after
- Owners and CAs exported Tally data to Excel and rebuilt the same reports every month.
- Questions like “who is paying late?” took hours, so they went unasked.
- Tally’s exports have traps that silently make hand-built totals wrong.
- If a dashboard differs from Tally by even a rupee, accountants stop trusting it.
- A sync service that copies vouchers, masters and stock from Tally into PostgreSQL without duplicates.
- Accountant-style reports plus an Insights layer: executive pulse, alerts and 360° customer, supplier and item pages.
- A reconciliation engine that proves every sync against Tally’s trial balance.
- A chat that turns questions into safe, read-only queries and answers with a table and chart.
How it works
- 1
Sync
Pick a company and date range; vouchers and masters are pulled from Tally.
- 2
Clean
Tally’s export quirks are corrected and data is reshaped for reporting.
- 3
Prove
Totals are checked against Tally’s trial balance, within ₹1.
- 4
Watch
Alerts flag overdue customers, price jumps and expense spikes.
- 5
Ask
Type a question and get an answer, a table and a chart.
What it does
The business in 30 seconds
Net sales, margin, collections, cash and days-to-collect, with written commentary.
Alerts with rupees attached
Each alert shows the money at stake and links to the page that explains it.
Every number traceable
Click any figure to open the vouchers behind it, down to ledger lines.
Know your customers
Segments from Champion to Lost, cohorts and 360° pages.
Audit-ready checks
Form 3CD cash-compliance findings listed with the reason for each.
Several companies, one place
A company picker on every screen for multi-company groups and CA firms.
Under the hood
- A reconciliation engine that caught ₹23.75 lakh of inflated sales from order vouchers on test data.
- A schema router that picked the right tables 96% of the time, against 54% for keyword matching.
- A SQL guard and sandbox so the chat can only read, within row and time limits.
- 1,013 automated tests built on real TallyPrime export files.
Outcome
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Want this for your business?
Tell me how your team works today. I’ll tell you how much of it a system like Tally Analytics & AI Chat could take over.