Switching guide · Tally
Switch from Tally
without leaving Tally.
Most businesses don't rip Tally out — they add SmartLedger on top and let the AI do the daily work, with the free Tally Connector keeping both in step. It takes about a minute to connect and 10–30 minutes for the first sync, depending on how much data you have — and you can go fully cloud later if you want.
Keep Tally, add the AI
Most commonYour CA keeps Tally as the ledger. You work in SmartLedger — invoices on mobile, bills by WhatsApp, AI reconciliation, GST drafts — and the desktop Connector syncs everything two-way on its own. Nothing to migrate, nothing to retrain.
Move fully to SmartLedger
Sync once, verify opening balances, then stop entering in Tally. Your CA is invited into SmartLedger and reviews there. Keep the Tally file as an archive.
Three steps. Then it runs itself.
About a minute to connect, 10–30 minutes for the first sync depending on your data, automatic after that. Click a step to see it.
Tally
Client / your books
SmartLedger.AI
AI workspace
- 214 vouchers pulledSynced
- 38 reconciled entries pushed backSynced
- 1 conflict · ledger renamed in TallyNeeds you
Step 1 of 3: Download and open the Tally Connector
What maps to what
Where each part of Tally lands in SmartLedger, and what changes.
- CompanyCompanyUnlimited companies on every plan
- Groups & ledgersChart of accountsTally group hierarchy preserved
- Vouchers (sales, purchase, receipt, payment, journal, contra)Transactions by moduleTwo-way; approved drafts sync back to Tally
- Stock items, units, godownsInventory items, units, locationsBatch/BOM depth stays in Tally if you keep it
- Parties (sundry debtors/creditors)Customers & vendorsGSTIN, address, credit terms carried
- Bank reconciliationBanking › ReconciliationBank feeds + AI matching replace manual BRS
- GST returns (Connected GST)Taxation › GSTGSTR-1/3B drafts prepared by AI, 2B reconciled
- PayrollPayrollPF, ESI, PT, TDS included
- ReportsReports (72 across 11 categories)Same statements, drill-down to voucher
- TDL customisationsAPIs & SmartAgentsNot ported automatically — tell us what they do
What you keep
Your CA's Tally
Two-way sync means they see everything you approve, and their adjustments show up in SmartLedger. No backup files.
Your history
Vouchers and ledgers sync with dates intact; the Tally file stays on your machine as an archive.
Your Tally licence
Keep it if your CA needs it. If you go fully cloud, let TSS lapse at renewal.
What to tell your CA
Most CAs say yes once they hear two things: they don't have to leave Tally, and they stop chasing you for bills.
- "We're adding SmartLedger on top of Tally — it syncs two-way, so keep working the way you do."
- "Bank statements and bills will already be posted as drafts; you review, you don't type."
- "You get a login. GST workings and TDS will be in the same books, ready before the due date."
- "If you run a firm, the practice app shows all your clients in one place — ours included."
Frequently asked questions
No. The free Tally Connector connects to the company open in TallyPrime and syncs two-way on a schedule, so Tally stays the ledger your CA knows while you work in SmartLedger. Entries you approve from SmartUploads are pushed into Tally automatically. Many businesses run this way permanently; others go fully cloud after a few months once the CA is comfortable reviewing in SmartLedger.
Tally and TallyPrime are trademarks of Tally Solutions Pvt. Ltd. SmartLedger AI is not affiliated with Tally Solutions.
Still deciding? Read the full SmartLedger AI vs Tally comparison →
Ready When You Are
Let AI run the books. You verify.
Start a 7-day free trial on your own books or your clients' in minutes — or book a 20-minute walkthrough and we'll show you the full platform live, from AI bookkeeping to compliance and reports.
7-day free trial · No charge today · Built for Indian GST, TDS and ITR