The Tally connector, explained.
How Talk2Tally reads data from your Tally installation — safely, invisibly, and without touching a single entry. For the evaluator, the IT person, and the skeptical CA.
Integration spec last updated: 12 April 2026
Four components, one data flow
Talk2Tally moves a user's WhatsApp question into a Tally query and the answer back — in under 3 seconds for most queries. Here's what's happening.
Your Tally PC
Your Tally runs as normal. The connector (a lightweight Windows service) runs alongside it, reading via Tally's XML gateway.
The Connector
Translates user questions into Tally XML queries. Runs only read operations. Never writes, modifies, or deletes.
Talk2Tally Servers
Routes questions from WhatsApp, understands natural language (Hindi/English), returns the right response. Data residency: India.
Your users receive the answer as a WhatsApp message — from the Talk2Tally WhatsApp Business number you connected.
Works with the Tally you already have
No need to upgrade Tally. No plugin installation inside Tally. The connector reads via Tally's standard XML gateway, available in every modern Tally version.
Unsure which version you're on? Open Tally → F1→ About. If it says TallyPrime or ERP 9 R6+, you're good.
Under 15 minutes, no IT team
Four steps, one Windows PC. Most setups are done in under 10 minutes. No Tally configuration changes, no registry edits, no downtime.
Download the connector
After you sign up, you get a one-click Windows installer for the Talk2Tally connector. It's a ~15 MB lightweight service that runs alongside Tally on the same PC.
Enable Tally XML gateway
The connector uses Tally's built-in XML gateway (which Tally itself uses for import/export). One toggle in Tally's Gateway menu — no registry changes, no Tally modifications, no plugin installation.
Point it at your Tally
The installer auto-detects your Tally installation. You pick which company files to expose (you can expose all, some, or one). Permissions are set per company.
Link your WhatsApp number
Scan a QR code on the connector screen to link the owner's WhatsApp number. Add more users later from the web dashboard. Your first query works within 30 seconds of this step.
What leaves your PC. What stays.
Most integrations copy your entire database to the cloud. Talk2Tally doesn't. Data is fetched on-demand and only what's needed to answer the specific question.
Stays on your PC
- Your Tally company files (.900, .tsf, etc.)
- Complete transaction history
- Ledger details you haven't queried
- Tally passwords and user accounts
- Files in folders outside Tally
- Tally backups
Sent to Talk2Tally servers
- Only the specific fields asked for (e.g., "sales for today" → just today's totals)
- Query text from the user (so we can understand the question)
- Company ID + tenant ID (for routing)
- Audit log entries (who asked, when, what)
- Encryption metadata
Architecturally incapable of writing
Talk2Tally cannot modify your Tally data — not because we promise not to, but because the code to do so doesn't exist. Write operations are not compiled into the connector.
Read-only by design
The connector only implements read methods of Tally's XML gateway. Write methods are explicitly excluded at build time.
Tally-user scoped
We recommend a dedicated read-only Tally user for the connector. That user can't write even if asked to.
Audit-logged
Every query is logged with the full response. Export the log anytime and verify nothing was modified.
Encryption, residency, access control
TLS 1.3 in transit
All communication between the connector, our servers, and WhatsApp is encrypted with modern TLS.
AES-256 at rest
Query logs and any stored metadata are encrypted at rest on our infrastructure.
Indian data residency
Servers hosted in India. Your business data never crosses the border.
Role-based access
Granular control over who can query what, down to individual ledgers and report types.
Questions evaluators actually ask
Does the connector slow down Tally?
No. The connector makes read-only XML calls to Tally — the same type of calls Tally uses for its own import/export features. These are lightweight and run in under 50ms. We've tested on machines with 500K+ voucher histories with no noticeable impact on daily Tally operations.
Does it work if Tally is closed or the PC is off?
No. The connector needs Tally to be running to read data from it. If your Tally PC is off, your WhatsApp users get a friendly "your Tally is offline" message. We recommend configuring the PC to stay on during business hours (many of our users do this already for their accountants anyway).
Can I see what's being queried?
Yes. Every query — who asked, what they asked, when, and the full response — is logged in your Talk2Tally dashboard. You can export this log anytime. For compliance-heavy businesses, this audit log is usually the first thing you show your CA.
What about Tally on a shared network drive?
Supported. Install the connector on any Windows machine that can see the Tally data files (typically the Tally server itself, or any client). It uses Tally's network-aware gateway.
How do you handle Tally's user-level security?
The connector respects Tally's existing user/password/security levels. You configure the connector with a specific Tally user (we recommend creating a dedicated "talk2tally-reader" user with read-only rights). Talk2Tally inherits exactly those permissions — it can never see data that user can't.
Can I uninstall cleanly?
Yes. Uninstalling the Windows service removes all traces. Your Tally data is never modified, so there's nothing to roll back. Your existing Tally files remain byte-for-byte identical.
What happens during a Tally version upgrade?
Nothing. The connector uses Tally's stable XML gateway interface, which is backward-compatible across TallyPrime versions. Upgrade Tally normally; Talk2Tally keeps working.
Is Talk2Tally a Tally-approved partner?
Talk2Tally is an independent product by MobiOffice Software Innovations Private Limited. We are not affiliated with or endorsed by Tally Solutions Pvt. Ltd. We are a third-party integration that reads data from Tally with the user's explicit permission, using Tally's own publicly-documented XML gateway.
Want to see the connector running?
Book a technical demo. We'll install it live on a sample Tally, show the audit log, and answer every “but what if...” question your IT team has.