Integrations

Tally Integration

Invoices read, validated and posted into Tally with ledgers and GST details intact.

Office worker in India holding a register at her desk beside a computer and stacks of paperwork

What moves

What flows between Tally and PTAS AI

Invoices and your ledger masters come in. Purchase vouchers with the GST split checked go out. Tally stays the books your accountant files from; the keying stops.

TallyPrime or Tally.ERP 9

Ledgers, stock items, purchase orders, receipt notes, vouchers, bill-wise outstanding

The documents

Supplier tax invoices, e-invoices with IRN and QR code, delivery challans, credit notes

Your books

A company per GSTIN, ledger names, cost centres, godowns, approval limits

PTAS AI

Purchase vouchers prepared for import

One voucher per invoice, party and purchase ledgers from your chart, tax split to the right input ledgers, imported only after approval.

Outstanding status back in the queue

The bill reference on each voucher lets FinSuite read what is still payable and what has been paid, so a supplier query gets a straight answer.

A trail your accountant can follow

The voucher narration carries the PTAS AI reference; the FinSuite record carries the voucher reference from Tally.

Tally is a planning example here, not a packaged connector. Which release you run, where it runs, whether vouchers go in by XML link or import file, and who approves what are confirmed in discovery.

How FinSuite posts to a ledger

Integration methods

How Tally can be connected

Four ways in. With Tally, where the software runs matters more than which release it is.

Native

What Tally does itself

TallyPrime imports masters and vouchers from files, and produces its own GST returns and reports. It does not read a supplier PDF or run your approval policy. There is no PTAS AI add-on listed by Tally, and nothing on this page is a packaged connector.

API

Tally's XML interface

TallyPrime can act as a server on a port inside your network and accept XML requests: masters and vouchers in, ledgers and reports out. Reads can also use its ODBC interface. Where Tally runs on a machine that stays on, this is the route we would expect to propose, confirmed in discovery.

File

XML import files

Approved vouchers are written to a file in the XML format Tally imports. Your accountant imports it from the Import menu, or it is loaded on a schedule where Tally is left running, and the import result is checked for rejected entries. The usual route for a Tally on one desktop.

Custom

TDL extensions, or several companies

If your Tally partner has added TDL customisations, the import may need to fill the extra fields they expect. Groups with a company per GSTIN, or Tally beside an ERP at head office, need orchestration on top: one queue, one approval policy, one mapping per company.

Tally is a desktop product at heart. The data lives on the machine or server it is installed on, or on a hosted remote desktop, and that decides the route before any preference of ours does. A TallyPrime on an office server that stays on can take vouchers over its XML interface as they are approved. A Tally on the accountant's machine, shut at six, is better served by an import file that waits for the morning. Tally.ERP 9 imports XML too, so an older release changes the details more than the route. The method for your books is confirmed in discovery.

Where Tally runs decides the route

One desktop in accounts File

Tally is open during office hours and shut at night. Approved vouchers wait in an XML import file; your accountant imports them, and the import result comes back to FinSuite. No link fails at six in the evening, because there is no link.

Hosted remote desktop File or XML link

Tally runs on a server your provider hosts and your team logs into. Whether a live link is possible depends on what that provider will open, and on whether Tally stays running between sessions.

Server that stays on XML link

TallyPrime runs on an office server and listens for XML requests on a port inside your network. Vouchers go in as they are approved, and outstanding bills are read back on a schedule.

A nightly import that always runs is a better integration than a live link that drops out. The route is confirmed in discovery, once we know where your Tally lives.

What we would not automate. A voucher does not reach Tally until the party ledger exists with the right GSTIN and registration type, the tax split agrees with the place of supply, and someone with the right limit approved it. We would not create ledgers on the fly. A supplier keyed under a second spelling becomes a second ledger, and the duplicate surfaces at GST reconciliation or in the auditor's balance confirmations, months later. New ledgers are proposed to your accountant, who creates them.

Field mapping

Where each finance object lands in Tally

The mapping is agreed before build and kept per company, in the ledger names your accountant already uses. This is the starting point we bring to the assessment.

Finance objectIn Tally

Supplier A party ledger under Sundry Creditors, with GSTIN or UIN, registration type (regular, composition or unregistered), state, and bill-wise details switched on. We match on GSTIN before name, because the same supplier is often keyed twice with different spellings. A new supplier is proposed to your accountant, who creates the ledger.

Purchase order A purchase order voucher, where order processing is switched on in your company. Otherwise the PO stays in FinSuite or in the system that raised it, and its number goes into the voucher narration.

Goods receipt A receipt note against the order, where stores record receipts in Tally. Where they do not, a delivery challan read by DocPro gives FinSuite the third leg of the match.

Invoice A purchase voucher in item invoice mode, with stock items, godowns and quantities, where you track inventory in Tally. In accounting invoice mode against a purchase or expense ledger where you do not. Cost centres come from your rules; the narration carries the supplier invoice number, date and the PTAS AI reference.

Tax Input CGST and SGST for an intra-state purchase, Input IGST for an inter-state one, each to the duty ledger your accountant set up, with HSN or SAC and rate per line. The split is checked against the supplier state and place of supply before import. Reverse-charge purchases and credit that cannot be claimed are flagged for review, never guessed.

Payment status The bill-wise reference on the voucher, a new reference per invoice, so a payment made against it in Tally closes the bill. Outstanding bills are read back on a schedule, so FinSuite shows what is still payable.

Illustrative example · supplier invoice to purchase voucher

Supplier tax invoiceRead by DocPro

Supplier GSTIN06AAACM0000M1Z3

Place of supplyHaryana (06)

HSN · rate8483 · 18%

Taxable value₹ 2,29,000

CGST 9% + SGST 9%₹ 20,610 + 20,610

Purchase voucherTallyPrime, item invoice

Party ledgerMeridian ComponentsGSTIN matched

Purchase ledgerPurchase GST 18%

Duty ledgersInput CGST · Input SGSTIntra-state

Bill-wiseNew Ref MC-2026-04871

NarrationPTAS AI ref DOC-0871

Split checked Supplier and buyer are both registered in Haryana, so the tax goes to Input CGST and Input SGST. An invoice charging IGST here would have been held, not imported.

Illustrative data. The ledger names are whatever your accountant already created in Tally; the mapping points at them and never invents new ones.

Security of the connection

What protects your books

Four controls, each one visible to your accountant and your IT team. None of them depends on trusting us.

Nothing opened to the internet

Tally's XML port stays inside your network. The connection reaches it through a VPN or a route your IT team approves, or not at all, in which case the file route is used. On-premise deployment of PTAS AI is available where supported.

Only the companies in scope

Each Tally company is mapped on its own, with its own ledgers and GSTIN. Vouchers go to the companies agreed at assessment and nowhere else. Masters are read and left as they are.

Every import logged with its evidence

Each voucher records the document it came from, who approved it and Tally's import response. A rejected voucher, a missing ledger say, goes to a person with Tally's message attached.

A test company first

The mapping is tried on a copy of your company data. Your accountant checks the vouchers and the GST reports before anything is imported into the live books.

FAQ

Questions Tally users ask

Do you work with TallyPrime, Tally.ERP 9, or both?

Both. Each imports vouchers from XML, and TallyPrime can also answer XML requests from a server on your network, which makes a live link possible. Which route applies to your books is confirmed in discovery, once we know the release, where Tally runs and whether it stays on.

Our Tally runs on one computer in the accounts office. Is that a problem?

No, it decides the route. If the machine is not on all the time, a live link would fail every evening, so we use import files instead: FinSuite prepares the approved vouchers, your accountant imports them, and the import result comes back. If Tally runs on a server or a hosted desktop that stays on, a direct link becomes an option.

We keep a separate Tally company for each GSTIN. Is that several integrations?

One integration, one mapping per company. Each company has its own ledgers, GSTIN and duty ledgers, so each is mapped separately, and a voucher goes only to the company whose GSTIN is on the invoice. The review queue is shared, so one team can work all of them.

Does this replace our accountant or our GST filing?

No. We prepare purchase vouchers with the tax split checked and the supplier GSTIN verified against the document. Your accountant still owns the books and the returns. What changes is that mismatches surface as invoices arrive, instead of in the week before filing.

Is this a Tally-certified add-on?

No. We do not claim a certification, a listing or a partnership with Tally Solutions. The connection uses the import and XML interfaces Tally documents, and your Tally partner can see every voucher it creates.

Keep reading

GST Compliance Automation

Purchase register against supplier filings, with mismatches named while there is time to act.

GST automation guide

What to automate in GST work, and what to leave with your accountant.

Zoho Integration

The other ledger Indian finance teams run, with GST built into Zoho Books.

All integrations

ERPs, accounting suites, the REST API and webhooks in one list.

Next step

Bring a month of purchase invoices and your ledger list

An assessment starts with your real invoices and a copy of your company data. Nothing is imported into Tally until your accountant has seen the vouchers.

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