TallyPrime AI for accountants

Why accountants choose AshnaAI for Tally

• Built for CAs, accountants, bookkeepers, and finance teams who work in Tally — in India and worldwide.
• Describe the work once. AshnaAI reads the files, applies your rules, posts the books, and asks only when something is unclear.
• Process 1,000+ PDFs, Excel, XLSX, CSV, and images in one batch, in about 3 minutes.
• Process 1,000+ invoices and bills in about 2 minutes, with tax calculated and GST posted to IGST, CGST, and SGST.
• Create posting rules, such as “for all UPI transactions, post to Ledger UPI ledger,” and run them automatically.
• Map companies and ledgers with your conditions — group or sub-group (for example INSURANCE_GROUP), balance above or below a percent of X, or ledger name contains a string.
• Reconcile GST at scale with high accuracy. AshnaAI asks you instead of guessing when something is confusing.
• Audit 10,000+ files or companies in Tally in about 10 minutes, following the rules your CA or accountant provides.
• Delete protection and a 7-day backup are included, so a mistake does not become a client emergency. There is more beyond this list.

What you get

• 1,000+ files in 3 minutes

  Process PDF, Excel, XLSX, CSV, and images together in one batch — not file by file.

• 1,000+ invoices in 2 minutes

  Read invoices and bills from PDF, images, and other formats, calculate tax, and post GST ledgers such as IGST, CGST, and SGST automatically.

• Your posting rules

  Create rules like “for all UPI transactions, post to Ledger UPI ledger.” AshnaAI applies them on every run with no manual intervention.

• Company and ledger mapping

  If a transaction is from an insurance company, post it under a group such as INSURANCE_GROUP and pick the ledger by balance, name, or other conditions you set.

• GST reconciliation at scale

  Reconcile GST with high accuracy. When something is unclear, AshnaAI asks you instead of posting a guess.

• 10,000+ file audit in 10 minutes

  Audit files and companies in Tally against the rules your CA or accountant provides — at firm scale, not sample size.

What you can do after connecting

• Process 1,000+ PDFs, Excel, XLSX, CSV, and image files at once in about 3 minutes
• Process 1,000+ invoices and bills in about 2 minutes, with tax calculation and GST ledger entries (IGST, CGST, SGST in India)
• Create transaction rules — for example, post every UPI payment to Ledger UPI ledger — and run them automatically
• Map companies and ledgers with conditions: group or sub-group (such as INSURANCE_GROUP), balance above or below a percent of X, ledger name contains a string, and more
• Reconcile GST at scale and ask you only when there is confusion
• Audit 10,000+ files or companies in Tally in about 10 minutes, following CA and accountant rules
• And more — including delete protection and a 7-day backup so work can be retrieved from before the action date

Before you start

• TallyPrime installed on a Windows or Linux computer
• AshnaAI Desktop on that same computer — download it from the AshnaAI download page
• The three Tally settings shown below (Both, Yes, port 9000)
• The company you want to work on, open in TallyPrime
• Your AshnaAI account

How to connect Tally

1. 01

   Download AshnaAI Desktop

   Install AshnaAI Desktop on the computer that already has TallyPrime and keep it open. That is how AshnaAI works with your books without moving them off the machine.

2. 02

   Open Connectivity in TallyPrime

   In TallyPrime, go to Help (F1) → Settings → Connectivity. Shortcut: F1, then S, then N.

   

3. 03

   Use these three settings

   Open Client/Server configuration and set TallyPrime acts as Both, Enable ODBC to Yes, and Port to 9000. Save, then return to your company.

   

4. 04

   Open the company

   Load the company AshnaAI should work on and leave TallyPrime running.

5. 05

   Connect Tally in AshnaAI

   On the same computer, open AshnaAI, go to Integrations, open Tally, and click Connect. When the card says Connected, you can start with invoices, GST, rules, or audit in chat.