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Tally Integration for Billing & ERP

Keep billing in Dellfinch and continue using Tally for accounting. We review your Dellfinch product, Tally setup, and transaction types to agree what data can be exchanged.

What we check before connecting Dellfinch and Tally

Voucher exchange

Review which sales invoices, credit notes and collection entries should go to Tally. Confirm support for each transaction type during setup.

Ledger and tax mapping

Map parties, sales, taxes and payment ledgers to the accounts your team already uses in Tally.

Export and import process

Agree on the supported file or connector workflow, who runs it and how frequently data is transferred.

Reconciliation

Compare document counts, invoice totals and tax amounts for a sample batch. Agree how to handle rejected entries and prevent duplicate imports.

Common Tally integration questions

Does Smart Billing replace Tally for accounting?

Smart Billing handles billing and collections. Your accounting team can continue using Tally. See the Dellfinch ERP and Smart Billing comparison to choose the right setup.

Can every transaction be transferred automatically?

The transfer method, frequency and supported transactions depend on the Dellfinch product, Tally setup and agreed scope. We use sample transactions to confirm the process before rollout.

What should we share for a demo?

Tell us your Tally version, Dellfinch product, transaction types and preferred transfer frequency. An anonymized invoice and sample ledger names can help us walk through the mapping.

Review your billing and accounting workflow

Tell us what you want to send to Tally and how your team records it today.

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