Finance and Tally

Read-only, always

FactoryPulse AI reads your accounting data from Tally. It never writes anything back, so your books stay exactly as your accountant keeps them.

Where to look

• Overview: sales, expenses and profit and loss.
• Parties: your customers and suppliers.
• Transactions: the vouchers read from Tally.
• Cash & Bank: balances.
• Reports: Finance reports.

Fresh figures

Figures are only as recent as the last time Tally was read, and the screen shows when that was. If it is old, check that Tally and the connector are running on the computer that holds your Tally data.

Finance emails

Finance users with the right permission can send payment reminders to customers. By default each batch is shown to you for approval first, and a short undo window lets you cancel one that was sent by mistake.