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Connect Tally to AnalytAI

AnalytAI allows you to pull your accounting data directly from Tally for advanced AI-powered financial analysis. This guide covers how to set up the connection securely.

Prerequisites

Section titled “Prerequisites”

Before connecting Tally, ensure you have:

  • ✅ TallyPrime or Tally.ERP 9 running on your computer.
  • ✅ ODBC / XML Server enabled in Tally.
  • ✅ AnalytAI Secure Bridge (VPN) connected (if Tally is on your local computer).

Step 1: Enable Tally XML Server

Section titled “Step 1: Enable Tally XML Server”

Tally needs to be configured to allow external applications to “talk” to it.

  1. Open Tally on your computer.
  2. Go to F1: Help → Settings → Connectivity.
  3. Set TallyPrime is acting as: Both (or Server).
  4. Set Enable ODBC: Yes.
  5. Set Port: 9000 (This is the default; you can change it if needed).
  6. Restart Tally to apply changes.

Step 2: Connect via Secure Bridge (VPN)

Section titled “Step 2: Connect via Secure Bridge (VPN)”

Since Tally usually runs on your local office computer, you must use the Secure Bridge so AnalytAI can reach it.

  1. Ensure NetBird is active by running netbird status — you should see Management: Connected.
  2. Get your VPN IP address (e.g., 100.x.x.x) by running netbird status in PowerShell or Terminal and noting the NetBird IP field.

Step 3: Add Tally in AnalytAI

Section titled “Step 3: Add Tally in AnalytAI”
  1. Log in to AnalytAI and go to Add Data Source.
  2. Select Tally.
  3. Connection Details:
    • Host: Your VPN IP (e.g., 100.88.x.x) or localhost (if testing locally).
    • Port: 9000 (or the port you set in Step 1).
  4. Click Test Connection.

Step 4: Select Company & Date Range

Section titled “Step 4: Select Company & Date Range”

Once the connection is successful:

  1. Select Company: Choose the Tally company you want to analyze from the dropdown list.
  2. Date Selection:
    • Select the Start Date (usually the beginning of the financial year).
    • Select the End Date (usually today or the end of the period).
  3. Click Review & Create.

Step 5: Start Analysis

Section titled “Step 5: Start Analysis”

AnalytAI will now begin syncing your Tally vouchers, ledgers, and masters.

  • Syncing: This may take a few minutes depending on your data size.
  • Chat: Once synced, you can start asking questions like “What is my total sales for last month?” or “Analyze my expenses by category.”

💡 Troubleshooting

Section titled “💡 Troubleshooting”
  • Connection Failed? Check if Tally is actually open and the XML server port (9000) is correct.
  • VPN Issues? Ensure you can see your machine as “Online” in the AnalytAI VPN settings.
  • No Companies Found? make sure at least one company is currently loaded/open in Tally.

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