Unlock the Power of Tally- Automate Workflows for Enhanced Efficiency

Maximize the capabilities of your Tally ERP software by integrating custom workflows that streamline financial processes, improve cash flow management, and automate routine tasks. Empower your business to move faster and more efficiently with tailor-made solutions.

Why Automate Tally workflows ?

payments
End-to-End Order to Cash Automation

Streamline the complete order-to-cash process, from order creation to payment collection, automating invoicing, order fulfillment, payment terms, and receivables.

qr_code_2
Enhanced Accounts Receivable & Payable Management

Reduce manual intervention in your accounts receivable (AR) and payable (AP) processes. Automate invoice generation, payment tracking, and overdue reminders to optimize cash flow.

add_card
Automated Credit Control

Set up workflows to automate credit approval, credit changes, and periodic credit reviews to maintain strong financial discipline and mitigate risks.

manage_search
Improved Order Fulfillment & Inventory Control

Automate the fulfillment of customer orders, track stock levels, and ensure timely deliveries while keeping your inventory updated in real time. Gain end-to-end visibility into order statuses and reduce fulfillment time.

account_tree
Collections Workflows

Create automated workflows to streamline collection processes. Send reminders for overdue payments, automate dunning processes, and manage collection escalation protocols based on predefined rules.

payments
Faster Financial Reconciliation

Automate bank reconciliation, ledger updates, and financial closing procedures within Tally. Ensure that your books stay accurate without manual oversight.

Key Features and What You Can Achieve

Create automated workflows that handle the complete order-to-cash cycle:
  • Order Creation:  Automate order entry and invoicing based on customer purchase orders.
  • Credit Approval:  Implement workflows that trigger credit checks and approvals based on predefined rules, reducing risks
  • Invoice Generation:  Automatically generate invoices upon order fulfillment.
  • Payment Collection:  Automate reminders for outstanding invoices, handle partial payments, and trigger collections as needed. Streamline sales orders, fulfillment, and cash receipt processes, ensuring that revenue flows smoothly through your business.

Simplify and speed up your AR and AP processes by automating:
  • Invoice Processing:  Automatically capture, approve, and process vendor invoices for timely payments
  • Receivables Tracking: Create workflows that monitor outstanding payments and send reminders or initiate collection procedures.
  • Accounts Payable: Automate vendor payments, approval routing, and payment schedules, reducing manual intervention in vendor management.

Build workflows to ensure smooth order fulfillment:
  • Order-to-Inventory Sync: Automatically update inventory levels when orders are placed or fulfilled
  • Stock Replenishment:  Trigger purchase orders when stock levels fall below predefined thresholds.
  • Automated Packing & Shipping: Integrate workflows that notify your shipping team to prepare, package, and dispatch goods upon order fulfillment.

Implement workflows for credit approvals, monitoring credit limits, and managing credit risks. Automate credit application requests, route them for approval, and update customer credit profiles in real-time within Tally.

Enhance your cash flow by creating automated workflows for payment collections:
  • Reminder Notifications:  Automatically send reminders for overdue invoices and set escalation protocols.
  • Collections Strategy:  Trigger different collection actions based on customer behavior, such as issuing warnings, charging late fees, or passing accounts to collections teams.
  • Automate Payment Terms:  Implement workflows to handle payment terms, discounts for early payments, and dynamic payment schedules.

Implement workflows that automate tax computations, GST reconciliation, and statutory returns filing. Set up timely notifications for filing deadlines, ensuring compliance with government regulations.

Automatically reconcile your bank statements with Tally ERP transactions. Set up workflows to match payments, receipts, and other transactions between your bank and ledger entries, ensuring real-time accuracy.
features

Extend Tally ERP Capabilities with Custom Integrations

handshake
Vendor Management Automation

Set up automated workflows for vendor onboarding, blacklisted vendor re-listing, and payment schedules. Ensure that vendor details are updated and integrated with your accounts payable system in Tally.

payments
Expense Management & Approval

Automate employee expense submission, approval, and reimbursement workflows. Ensure expense management integrates directly into Tally, streamlining bookkeeping and cost control.

confirmation_number
Finance Journal Vouchers (JVs)

Implement workflows to automatically generate and approve journal vouchers for adjustments, rectifications, or end-of-period accruals. Ensure that all financial records are updated accurately within Tally without manual input.

add_card
Creditors & Debtors Write-Off/Write-Back

Automate the approval and processing of debtor and creditor write-offs and write-backs within Tally. Keep your accounts up-to-date by seamlessly handling these adjustments through automated workflows.

trending_up
Capex Approval & Tracking

Automate capital expenditure approvals and integrate them with your budgeting and asset management processes. Create workflows that route capex requests through approval chains and post the transactions directly to Tally.

Bespoke Solutions to Fit Your Business Needs

With our custom-built workflows, you can automate key business operations in Tally ERP, from accounts management to tax filing, inventory control to financial reporting. Unlock the full potential of Tally ERP by integrating smart, scalable workflows tailored to your business.