Tally
Integration.

Seamless Two-Way Sync with Tally ERP

For millions of Indian SMBs, Tally is the backbone of accounting. But manually transferring data between your sales operations and Tally creates errors, delays, and duplicated effort. SumCrum's Tally Integration bridges this gap — connecting your chat-based ERP directly to Tally ERP 9 and TallyPrime.

Imagine generating a quotation via chat, converting it to an invoice, and having it automatically appear in your Tally ledger — no manual entry, no export/import, no reconciliation headaches.

How Tally Integration Works

Automatic Invoice Sync: When you generate invoices through SumCrum (from quotations or direct orders), they're automatically created in Tally with correct ledger mappings, GST details, and party information.

Ledger Queries via Chat: Ask SumCrum for any Tally ledger balance, outstanding amount, or transaction history — get instant answers without opening Tally on your desktop.

Payment Reconciliation: When payments are recorded in Tally, SumCrum's Customer Aging Tracker updates automatically, keeping your collections team informed in real-time.

GST Compliance: Ensure GST details are consistent across SumCrum and Tally. Mismatches are flagged instantly before they become compliance issues.

TallyPrime & Tally ERP 9 Support: Works with both TallyPrime and legacy Tally ERP 9 installations. The integration adapts to your Tally version automatically.

Why This Matters for Indian SMBs

Most Indian businesses run Tally for accounting but use disconnected tools (or Excel sheets) for sales operations. This creates a data gap — your sales pipeline says one thing, Tally says another. SumCrum's Tally Integration eliminates this gap by making Tally an integrated part of your chat-based workflow.

Combined with Sales Team Tracking and Funnel Automation, you get a complete business management system — from lead to ledger — all accessible via Telegram or WhatsApp.

Planned Capabilities

Two-Way Data Flow: Not just pushing data to Tally — pull Tally data into SumCrum for reporting, alerts, and decision-making via chat.

Multi-Company Support: If you run multiple companies in Tally, SumCrum maps data to the correct company automatically.

Scheduled Syncs: Configure automatic sync frequency — real-time, hourly, or end-of-day batch processing.

Audit Trail: Complete log of every data exchange between SumCrum and Tally for compliance and troubleshooting.

Tally Integration is currently in development. Join our waitlist to be notified when it launches.