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: 27 April 2026
Four components, one live flow
In Live Tally Mode, the full Tally database stays on your system. Talk2Tally does not run a scheduled sync or bulk upload of your Tally data to central servers. The diagram below shows what happens when an approved WhatsApp user asks a question.
Your WhatsApp user
An approved user asks a business question on WhatsApp.
Talk2Tally routing layer
The question is securely routed to your registered edge agent. This layer handles messaging and routing — not full Tally database sync.
Edge agent on your Tally PC
The edge agent receives the question, queries your local Tally through the XML gateway (read-only), and prepares the answer.
WhatsApp reply
The answer is sent back to the requesting WhatsApp user. Tally and the edge agent must be running for live replies.
Always-On Analytics Mode (offline access, dashboards, multi-company analytics) is not part of the launch Owner Plan. It will be offered later for customers who explicitly need it — see the comparison further down.
Works with the Tally you already have
Talk2Tally works with most modern Tally installations through Tally's standard XML gateway — no plugin installation inside Tally. Older Tally versions may require an upgrade; see the table below.
Unsure which version you're on? Open Tally → F1→ About. If it says TallyPrime or ERP 9 R6+, you're good.
Guided setup in one session
Our team installs the connector, verifies the Tally XML gateway, configures users and permissions, and walks you through your first real questions. Most standard setups are completed in one guided session once Tally access is available — no Tally configuration changes, no registry edits, no downtime.
Activate via secure QR
After your demo and payment, our team shares a secure QR code. Scanning it activates the Talk2Tally edge agent on your Tally PC and links it to your WhatsApp users. The agent is 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 edge-agent screen to link the owner's WhatsApp number. Add more users later from the web dashboard. Your first query can be tested during onboarding once the WhatsApp number is linked and Tally is available.
What is routed centrally. What stays local.
In the launch version, Talk2Tally does not sync your full Tally database to central servers. Query processing happens on your local edge agent. The Talk2Tally routing layer handles WhatsApp messaging and routing — not Tally-database storage or sync.
Stays on your Tally PC / edge environment
- Your full Tally company files (.900, .tsf, etc.)
- Complete transaction history
- Ledgers, vouchers, and inventory records
- Tally passwords and user accounts
- Tally backups and folders outside Tally
- Query processing against your Tally data (handled by the local edge agent)
Routed through Talk2Tally infrastructure
- Incoming WhatsApp messages routed to your registered edge agent
- Tenant / company routing identifiers
- Approved user identifiers
- Delivery status & operational metadata
- Limited security and support logs
In the launch version, Talk2Tally does not sync your full Tally database to central servers. We'll walk you through the exact message and metadata flow during the demo.
Live Tally Mode vs Always-On Analytics Mode
Always-On Analytics Mode is not part of the launch Owner Plan. It will be offered later for customers who need offline access, dashboards, advanced analytics, or multi-company reporting.
| Feature | Live Tally Mode | Always-On Analytics Mode |
|---|---|---|
| Status | Included in launch Owner Plan | Future / custom |
| Data sync | No full Tally data sync | Selected data synced with explicit approval |
| Works when Tally PC is off | No | Yes, once data is synced |
| Best for | Owner visibility, high trust, simple launch use | Dashboards, offline access, advanced analytics |
| Setup | QR edge agent + guided onboarding | Advanced data-sync setup |
| Pricing | Included in Owner Plan | Custom / future |
Need an advanced analytics setup? Talk to Sales on WhatsApp.
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.
Query audit log
Every query is logged with the user, time, company, and what was asked. Export and full-response logging are configured based on your preferences during onboarding.
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.
India-hosted core
Talk2Tally's core infrastructure is designed with India-hosted processing where applicable. In Live Tally Mode, your full Tally database is not synced to Talk2Tally central servers.
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 edge agent makes read-only XML calls to Tally — the same type of calls Tally uses for its own import/export features. These are lightweight and 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. In Live Tally Mode, the edge agent needs Tally to be running to read data from it, and your internet connection needs to be available so the message can reach the edge agent. If any of these is unavailable, your WhatsApp users get an offline/unavailable response. We recommend keeping the PC on during business hours. Always-on/offline access is part of the future Always-On Analytics Mode (custom).
Can I see what's being queried?
Yes. Every query is recorded with the user, time, company, and what was asked, so the owner always knows who asked what. Export and full-response logging are configurable depending on your setup — we walk through the audit options during onboarding.
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.