Tally Integration & Automation
Intelligent Merging of Tally Registers
Chartered accountant firm
Payment, journal and purchase registers from Tally merged into one clean, date-sorted dataset for analysis.
Beforetedious copy-paste
→Nowseconds
Service
Reports, MIS & Dashboards
Management reports that build themselves: consolidations across many Excel files, production plans, year-on-year comparisons, cost-centre allocations and sales maps.
19 Reports, MIS & Dashboards case studies
Built for: Any Business (SMEs), Architecture & Professional Services, CA Firms & Tax Practitioners, Food Processing & Dairy, Government & Education, Hotels & Hospitality, Manufacturing, Software & IT Services, Steel & Building Materials, Trading & Distribution.
Tally Integration & Automation
Tally to Database Connector with Daily Incremental Sync
Any business wanting business intelligence and reporting on Tally data
Full Tally dataset synced nightly into SQL using AlterID increments - ready for Power BI, Excel or Metabase from day one.
Beforeslow reports inside Tally
→Nownightly sync in seconds
Reconciliation (GST, Bank & Receipts)
Student Excess Refund Processing
State-level examinations authority
Excess fee refunds computed for every student, with remitter bank details pulled automatically into an upload-ready payout file.
Beforecross-referencing dozens of files
→Nowone pass
Reports, MIS & Dashboards
Custom Compliance MIS Report
Hotel using a compliance management platform
Three platform exports cleaned, cross-linked and merged into the hotel's own monthly compliance report format.
Beforemanual monthly consolidation
→Nowinstant
Email, WhatsApp & Alert Automation
Daily Reorder-Level Stock Alert
Steel trading house
Apps Script checks eight godown sheets every morning and emails a tabulated reorder shortfall report.
Beforedaily eyeballing
→Nowreport in the inbox
Mobile & Web Apps (Google Workspace)
Project Work Tracking App
Architecture and professional services firm
Work items tracked by project and assignee with automatic delay days, so management sees what is late without chasing.
Beforestale spreadsheet
→Nowlive delay tracking
Reports, MIS & Dashboards
Multi-Excel Daily Receipt Consolidation
Food processing / flour milling group
Eleven sheets across five Excel files merged into one daily report via a mapping workbook the client edits.
Beforeover an hour every day
→Nowseconds
Reports, MIS & Dashboards
Production Plan and Packing Material Requirement
Flour mill
Sales indent and live stock turned into a date-wise production plan and packing material requirement, emailed daily.
Beforea planning meeting
→Nowa glance
Reports, MIS & Dashboards
Year-on-Year Sales Comparison Dashboards
Any business using Tally
Party-wise and item-wise year-on-year sales comparisons with charts, from two years of Tally data.
Beforeawkward inside Tally
→Nowgrowth and decline at a glance
Reports, MIS & Dashboards
Trial Balance Cost-Centre Allocation
Manufacturers and cost accountants
Trial balance ledgers allocated across cost centres from percentage matrices in a single step.
Beforerecurring spreadsheet chore
→Nowone step
Reports, MIS & Dashboards
Costing Template Automation
Manufacturing costing consultant
New input data injected into the client's own formula-rich Excel costing model, with frozen-value outputs saved.
Beforeslow, risky manual filling
→Nowseconds per run
Payroll & HR Automation
Salary Register Summary and Due Drawn Reports
Educational institution
Salary register summaries appended automatically and Due Drawn statements built from two HR exports.
Beforemanual monthly summaries
→Nowone step
Reports, MIS & Dashboards
Geographic Sales Distribution Map
Any business using Tally with customers spread across the country
Tally sales by pincode plotted on a map of India as one self-contained HTML file - territory gaps become obvious.
Beforeno view of where you sell
→Nowsales on a map
Tally Customisation (TDL)
Retail vs Project Sales Split Inside Tally
Steel and building materials supplier billing both counter sales and project orders
A TallyPrime customisation that tags each sales invoice Retail or Project, with a split report - no parallel spreadsheet.
Beforeparallel spreadsheet
→Nowcaptured at billing
Reports, MIS & Dashboards
Asset Shifting Update in the Fixed Asset Register
Businesses maintaining a fixed asset register with location, department and custodian tracking
Asset shifting lists applied to the fixed asset register automatically, with an auditor-ready update log.
Beforean afternoon of keying
→Nowunder a minute
Email, WhatsApp & Alert Automation
Scheduled Status Mails and Exception Alerts
Service businesses (built for our own operations)
Morning status mails with a 10-day trend, exception alerts for missing data, and live task status in Google Sheets.
Beforesomeone prepared the report
→Nowfully unattended
Payroll & HR Automation
Timesheet, Attendance and Profitability Reports from ERP
Service businesses (built for our own operations)
ERP work hours turned into a ten-sheet weekly workbook and per-client profitability (effective hourly rate).
Beforeend-of-day copy and paste
→Nowlive every 15 minutes
Email, WhatsApp & Alert Automation
Support Mailbox Monitoring and Escalation Report
Service businesses (built for our own operations)
Gmail support labels scanned three times a day; management gets pending counts and oldest tickets per engineer.
Beforetickets buried in email
→Nowaged tickets surface automatically
Reports, MIS & Dashboards
Sales Pipeline and Renewal Task Reports from ERP
Service businesses (built for our own operations)
Active sales tasks and upcoming renewals pulled from the ERP and emailed to management on schedule.
Beforedepended on memory
→Nownothing waits on memory
Have a process like this on your desk?
Tell us how the work is done today. We will show you what can be automated - usually a working version within days.