Connect Tally to a live dashboard, without exporting Excel

If you run an Indian business, your books are almost certainly in Tally, either Prime or ERP 9. And almost certainly, “getting a number out of Tally” looks like this: someone opens Tally, exports an Excel, applies filters, copies, pastes, formats, emails. Hours, every week.

This guide shows the other way: connect Tally once, and watch a dashboard update by itself.

What you need

• Tally Prime or Tally ERP 9, running on a Windows machine that stays on during business hours.
• An AnalytAI workspace (we will set this up on a call).
• 20 minutes.

Step 1: Install the AnalytAI Tally plugin

The plugin runs on the same Windows machine as Tally. It is read-only: it reads vouchers, ledgers, stock items, masters. It never modifies your books.

After install, the plugin appears as a small icon in your system tray. Right-click and pick the company you want to share with AnalytAI.

Step 2: Pick what you want to see

In your AnalytAI workspace, you can pick from a few ready-made dashboards:

• Owner dashboard: sales, cash, overdue, top customers, top branches.
• Receivables: party-wise ageing, days overdue, follow-up list.
• GST: input credit, output liability, party-wise GSTIN, mismatches.

Or you can ask in plain English. “Show me top 10 customers by sales this month” works. So does “Which parties have I not received money from for more than 60 days”.

Step 3: Pin and schedule

Once an answer looks right, pin it to a dashboard. Then schedule a report (say, every Monday at 9 am to the owner’s email).

That is the whole loop. Books in Tally, answers on a dashboard, reports in inbox.

What the plugin does not do

• It does not write to Tally.
• It does not modify vouchers.
• It does not delete anything.
• It does not need your Tally login.

Common questions

Does this work with our old Tally ERP 9? Yes. Both Tally Prime and Tally ERP 9 are supported.

Will it slow Tally down? No. The plugin reads in small batches and respects Tally’s working hours.

What if our Tally is in a different city? Use the Edge Sync Runner. It connects to Tally over the local network and pushes data securely to your AnalytAI workspace.

Try it

Want to see it on your Tally before you commit? Book a 20-minute demo. We will run it on a sample company first, then yours.