Tally Prime & ERP 9 Automation

AI Agents for
Tally Prime & ERP 9

Stop spending hours on manual voucher entry and GSTR-2B reconciliation. Averina's AI agents connect to your Tally through the official XML gateway — automating data entry, GST compliance, daily MIS reports, and payment follow-ups while your team focuses on decisions, not data.

See What We Automate
Tally PrimeCompatible
ERP 9Supported
XML GatewaySafe API
GSTR-2BReconciliation
2–3 wksGo-Live
90%Reduction in manual voucher entry timeInvoices from email → posted in Tally in under 60 seconds
2–3 wksPilot to live automation timelineFrom XML gateway setup to your first automated workflow
GSTR-2BMonthly reconciliation automatedEvery purchase matched against the government portal — automatically
0Changes to your Tally installationConnects via official XML gateway — no core modifications
Overview

Tally Is Your Source of Truth.
Let AI Keep It That Way.

Millions of Indian businesses run on Tally. But Tally is only as accurate as the data entered into it. Averina AI agents eliminate the gap between your business events and your books — recording vouchers in real time, catching GST errors before filing, and delivering financial reports while you sleep.

Why Tally Automation Matters for Indian SMBs

The average finance team at a mid-size Indian business spends 60–80% of their time on data entry, reconciliation, and report generation — all work that follows predictable rules and can be done faster and more accurately by an AI agent.

Averina's Tally agents connect to your system through the official Tally XML gateway, respecting the same access controls as any licensed Tally user. No third-party plugins, no database-level access, no modifications to your Tally configuration — just automation built on the API Tally designed for exactly this purpose.

Tally Agent Activity Log
  • [09:02:11] Invoice received from Supplier: Raj Traders.
  • [09:02:13] GST number validated: 33AADCB0000A1Z1 ✓
  • [09:02:14] HSN code 6109 matched. Rate: 12% IGST ✓
  • [09:02:15] GSTR-2B cross-check: Invoice found in portal ✓
  • [09:02:17] Purchase voucher #4421 posted in Tally Prime.
  • [09:02:18] Notification sent to Finance Manager. Done.
Capabilities

Three Core Automation Pillars

Automated Voucher Entry & Posting

  • Parse vendor invoices and bills from email, PDF, or WhatsApp and post vouchers directly in Tally
  • Validate GST numbers, HSN codes, and tax rates before every entry — catching errors before they become filing problems
  • Create payment, receipt, journal, and contra vouchers from structured inputs with zero manual keying
  • Handle multi-currency transactions and apply exchange rate adjustments automatically
  • Route high-value entries for human approval before posting, with a full audit trail

GST & Compliance Automation

  • Reconcile your Tally purchase register against GSTR-2B every month and flag mismatches before filing
  • Auto-generate GSTR-1 summary from your Tally sales data, ready for review and upload
  • Detect missing e-invoices and IRN numbers in your sales transactions
  • TDS deduction tracking and challan generation with due-date reminders
  • Generate reconciliation reports showing matched, unmatched, and missing invoices

MIS Reporting & Analytics

  • Generate daily Profit & Loss, Balance Sheet, and cash flow reports automatically — delivered by email or WhatsApp
  • Build custom MIS dashboards from Tally data without manual Excel exports
  • Compare actuals vs. budget across departments and cost centres with automated variance commentary
  • Track debtor aging and overdue balances, triggering reminder workflows for collections
  • Month-end and year-end closing checklists executed automatically by the agent
Integration

Safe by Design — No Plugins, No Risk

Averina agents communicate with Tally exactly the way Tally's own tools do — through the XML gateway that ships with every licensed copy of Tally Prime and ERP 9.

Invoice / Email / WhatsAppTrigger source
Averina AI AgentParse · Validate · Decide
Tally XML GatewayOfficial · localhost · no plugin
Tally Prime / ERP 9Voucher posted · Ledger updated
Human approval gate — automatically triggered for vouchers above your configured amount threshold
Use Cases

10 Things Your Team Won't Need to Do Manually

Post vendor invoices from email or WhatsApp into Tally without manual data entry
Reconcile GSTR-2B against your Tally purchase register every month automatically
Generate daily P&L and Balance Sheet reports delivered to your team by 9 AM
Send automated payment reminders to customers with outstanding balances
Validate GST numbers, HSN codes, and tax rates before every voucher entry
Track TDS deductions and generate challans without manual calculations
Export inventory stock reports from Tally and push updates to your online store
Auto-close completed sales orders and mark invoices as paid on receipt confirmation
Identify duplicate vouchers and flag data entry errors before month-end close
Build department-wise cost centre budgets and compare actuals monthly
FAQs

Frequently Asked Questions

How do Averina AI agents connect to Tally?

Averina agents connect to Tally Prime and Tally ERP 9 through the official Tally XML gateway — the same interface used by Tally's own reporting tools. The agent sends structured XML requests to create, read, or update data inside Tally without modifying any core files or configuration. Your Tally installation remains untouched and fully supported.

Is my Tally data safe when using AI agents?

Yes. The agent communicates with Tally over your local network or a secure tunnel — no Tally data is sent to any cloud server or third-party service without your explicit configuration. You control exactly which voucher types and company data the agent can access. All read and write operations are logged with timestamps for audit purposes.

Which version of Tally does Averina support?

Averina agents support Tally Prime (all editions) and Tally ERP 9. The XML integration layer is the same across versions, so migration from ERP 9 to Prime does not require any change to your agent configuration.

Can the agent handle multi-company and multi-branch Tally setups?

Yes. The agent can be configured to operate across multiple Tally company files — for example, processing payables for your trading company and your manufacturing entity independently, with separate audit trails for each. Branch-wise and cost-centre-wise reporting is also supported.

How long does it take to set up a Tally AI automation pilot?

A standard Tally automation pilot — for example, automated GSTR-2B reconciliation or daily MIS reporting — takes 2 to 3 weeks from kickoff to first live run. This covers your Tally gateway setup, a walkthrough of your voucher and ledger structure, agent development, testing with your actual company data, and go-live support.

Get Started

Ready to Automate Your
Tally Accounting Workflows?

Book a free Tally process audit. We will map your current voucher and GST workflows, identify your highest-ROI automation opportunities, and design your first pilot agent.