OpenLoop Integration
Your accountant trusts Tally. Your operations team needs something faster and more specific. We build custom systems that handle day-to-day operations and push accounting entries — sales, purchases, receipts — into Tally automatically, so nothing needs to be entered twice.
Capabilities
Every integration respects your existing Tally company file, ledger structure, and GST configuration — we build around what your accountant already has.
Sales invoices generated in your billing system pushed to Tally automatically — with correct ledger mapping, GST tax components, and invoice numbering.
Real-time receipt entry in Tally via XML when a payment is recorded in your operational system — cash, UPI, mandate, and bank transfer handled separately.
Purchase orders raised in your procurement system flow into Tally as purchase vouchers — with supplier ledger, GST, and cost centre mapping intact.
Inventory movements in your system reflected in Tally stock items — inward, outward, and adjustments — without manual stock journal entries.
New customers and suppliers created in your system appear as ledgers in Tally automatically — with GST number, address, and contact details already filled.
Custom voucher types, cost centres, and multi-company Tally setups supported — the integration adapts to your Tally structure, not the other way around.
Process
From your existing Tally company file to automatic entry sync — without disrupting your accountant's current workflow or requiring any changes to how they use Tally.
We review your Tally version (Prime or ERP 9), company file structure, existing ledgers, and GST configuration — so the integration is mapped to your actual setup, not a generic Tally template.
We map every data field from your custom system to Tally's XML schema — including GST tax components, ledger names, cost centres, and voucher types. No assumptions; every field confirmed with your accountant.
Integration tested against your actual Tally company file — verifying GST compliance, ledger accuracy, and entry format before a single live transaction is pushed.
Complete documentation for your accountant on what syncs, when, and how to verify it. They operate Tally as normal — data appears automatically. No dependency on us after handover.
Use Cases
Representative scenarios from billing, education, and retail customers — what it looks like when your ops system and Tally talk to each other automatically.
Daily revenue entries pushed to Tally by plan type and collection mode — cash, UPI, mandate. Accountant reviews the entries each morning and signs off. Data entry time reduced from 3 hours daily to under 15 minutes of review.
Fee collections synced to Tally by student, class section, and fee head with full GST breakup — transportation, tuition, and activity fees as separate ledgers. End-of-term reconciliation that used to take 3 days now takes an afternoon.
Sales invoices with batch-wise GST breakup pushed to Tally in real time as the pharmacist bills. End-of-day reconciliation dropped from 45 minutes to under 5 minutes. GST filing preparation reduced from a week-long exercise to a single afternoon.
Tell us about your Tally version, company file setup, and which entries you want automated. We'll scope a build that your accountant will actually trust.
Talk about your Tally integration →Get in Touch
Request a 60-minute ops audit. We'll map your operations, identify what's worth automating, and give you a clear cost and savings estimate — before you commit to anything.
