If your team is retyping the same data, something is wrong
Connect Tally to the other systems you run, automate the reports your managers wait for, and remove the manual steps that quietly cost a few hours every week.
The cost of manual work is invisible until you add it up
Nobody schedules “two hours of retyping” in a calendar. It just happens — an order comes in on the website and someone enters it into Tally. A bank statement arrives and someone ticks off entries by eye. Month-end arrives and someone spends two days assembling an MIS in Excel from reports they exported one at a time.
Each of these feels small. Together they are usually a full working day every week, and every one of them is a place where a typing mistake becomes a wrong number in a report somebody makes a decision on.
Automation is not about replacing people. It is about not paying skilled staff to do transcription.
What we connect
Tally + Excel
Import masters and transactions from the spreadsheets your team already maintains, and export Tally data in the formats they need — without manual copy-paste in either direction.
Tally + Banking
Bank statements brought in and reconciled, payment files generated, and banking workflows connected to your accounting rather than running alongside it.
Tally + CRM
Customer and sales information flowing between your CRM and Tally, so the sales team and the accounts team are looking at the same customer.
Tally + E-commerce
Online orders creating entries in Tally automatically — with stock, pricing and customer data staying consistent between the storefront and the books.
Tally + POS
Point-of-sale transactions posting into Tally, so daily sales, stock movement and cash position are current without an end-of-day data entry session.
API & Third-party Integration
Connections to whatever else you run — an ERP module, a logistics system, an industry-specific application.
Automated MIS & Reporting
The most common request we get is not a new feature. It is “can I get this report without asking someone for it every time”.
What this looks like
Automated MIS
The management report assembled from live data instead of built by hand each month.
Scheduled reports
Reports generated and delivered on a schedule — daily sales, weekly outstanding, monthly summary — to the people who need them.
Custom report formats
The layout your management actually reads, rather than the standard one they mentally reorganise every time.
Consolidated reporting
Figures from multiple companies, branches or locations brought together.
Exception reporting
Reports that surface only what needs attention — overdue accounts, negative stock, unusual entries.
Workflow Automation
Beyond moving data between systems, there are the steps inside your own process that could be enforced or removed.
- Approval steps before a transaction can proceed
- Validations that stop a common data entry mistake at the point of entry
- Automatic numbering, defaults and calculations
- Notifications when a threshold is crossed — a credit limit, a stock level, an overdue bill
- Document generation from existing data
GST & Compliance Setup
Most GST trouble at return time traces back to how the software was set up months earlier — wrong rates on item masters, missing HSN codes, ledgers grouped so that the return figures do not pull correctly, place-of-supply set once and never checked.
We configure Tally so that compliance data comes out correct from normal day-to-day entry, instead of being corrected every month before filing.
What this covers
- GST configuration in Tally — rates, HSN/SAC, place of supply
- Item and ledger master setup for correct return figures
- E-Invoice generation configured within your billing flow
- E-Way Bill generation from existing invoices
- GST reconciliation support
- ITC reconciliation support
- Preparing clean GST data for your CA
- Compliance-oriented Tally setup and periodic health checks
Important note (display this on the page)
WEB H INDIA provides software configuration and data preparation services. We are not a Chartered Accountancy firm and do not provide tax advice, GST return filing or professional taxation services. Filing and professional advice should come from your CA or registered tax practitioner.
Connected Banking & Payment Workflows
Banking is where accounting work usually piles up — statements downloaded and matched by eye, payment lists typed into a bank portal, and a reconciliation that nobody wants to be responsible for.
What this covers
- Bank reconciliation setup and automation
- Bank statement import and matching
- Payment workflows and payment file generation
- Banking integrations available through Tally’s connected services
- Payment automation within your approval process
- Statement processing across multiple bank accounts
Tally provides connected banking itself, and it is already live with a number of banks. Which of these your business can actually use depends on your bank and on your Tally services being active, so we check that against your bank before committing to anything — rather than after.
How to tell what is worth automating
A simple test: find the task that somebody does repeatedly, that produces no judgement, and that everyone dreads. That is usually the one to automate first.
Concretely, look for:
- Data entered into two systems
- Anything reconciled by reading two lists side by side
- Reports assembled by exporting and pasting
- Steps that happen at the same time every day, week or month
- Errors that keep recurring in the same place
We start with the one that costs the most hours, not the one that is technically most interesting.
01Map the current process
Who does what, in what order, using which systems.
02Measure
How long it takes and how often it happens. This decides what is worth doing.
03Design
What gets automated, what stays manual, and what changes for the people doing it.
04Build
Integration, TDL customisation, or a small application — whichever fits.
05Test in parallel
The new flow runs alongside the old one until the numbers match.
06Switch and support
Go live, with the old process available as a fallback until confidence is there.
Frequently asked questions
Will this need us to change our software?
Usually not. Most automation connects what you already have rather than replacing it.
Our systems are old. Can they still be integrated?
Often yes — through file-based exchange, database access or Excel intermediates, even when there is no modern API. We check the specific systems before promising anything.
Is this only for large businesses?
No. Small businesses often benefit more, because the same person is doing the manual work and the actual job.
How long does an integration take?
It depends entirely on the systems involved. A well-defined Excel import is short work; a two-way integration with a live e-commerce store is a project. We give an estimate after looking at the specifics.
What happens if the integration breaks?
It is built to fail visibly rather than silently, and it is supported afterwards. An integration that fails quietly is worse than no integration.
What is your team doing by hand?
Tell us the task that everyone complains about at month-end. That conversation is usually enough to say whether it can be automated and roughly what it would take.