Keep your team on Tally. Move your books to ERPSense.
Most Indian SMBs run accounting on Tally and operations everywhere else. ERPSense doesn’t ask you to choose. The Tally sync runs both directions in real time, with Genie cleaning up the errors before they reach you.
- Sync direction
- Both
- Error tiers
- 3
- Undo window
- 24h
- Plan rate-limit
- 60s/user
Real-time, both directions, no nightly export.
The ERPSense plugin runs alongside your Tally install on Windows. Voucher changes are pushed to ERPSense the moment they happen; outbound sync sends ERPSense changes back to Tally on a background job. The accountant’s workflow doesn’t change. The owner finally sees the full picture without waiting for a monthly export.
Initial bulk-load is one click — a multi-hour async job for large books, with a progress bar and an email when it’s done.
- X-API-Key authenticated plugin endpoint, scoped to a single tenant.
- Forward-only state machine — no half-applied vouchers, no “syncing” ghost rows.
- Background queue with exponential backoff, dead-letter on persistent failures.
Eight capabilities. All of them shipped.
The Tally workstream is the deepest single feature in the product. Below is what is in production today, not the roadmap.
Bidirectional, in real time
A lightweight plugin sits next to your Tally install and streams voucher changes to ERPSense. Outbound goes the other way — ERPSense changes flow back to Tally on a background job.
Sync errors, clustered automatically
Failures group themselves by error signature into Tier 1 (deterministic) and Tier 2 (heuristic) clusters. Anything still in “unknown” goes into Tier 3 LLM clustering so duplicates collapse cleanly.
Resolution Plans, AI-generated
Genie reads the cluster and writes a step-by-step fix. You preview the affected rows, apply if it looks right, or edit the plan before applying.
Resolution Rules — once and done
Promote a working plan into a Rule. Future errors with the same signature are resolved automatically. Rules are LLM-normalised so similar-but-different errors still match.
Undo within 24 hours
Every applied plan can be reverted in one click for the next 24 hours. Undo is idempotent — running it twice is safe — and recorded in the audit timeline.
Sync Health Score
A single number that blends success rate, cluster decay, and plugin heartbeat. Green / amber / red with the underlying drivers shown on hover.
Connector heartbeat + failover
The Tally plugin sends a heartbeat every five minutes. Silences over thirty minutes mark the connector stale and surface a warning at the top of the dashboard.
Audit timeline
Every sync event — inbound, outbound, error, resolution, retry — appears on a filterable timeline. Exportable to CSV for periodic review.
One AI-written fix for a hundred matching errors.
When a cluster crosses a size threshold, Genie generates a Resolution Plan — a step-by-step description of what changed, what to do, which rows it affects, and what the result will look like. You see it in the right pane next to the cluster.
Three actions: Preview, Apply, Edit. Preview shows you the exact rows that will be touched. Apply runs it. Edit lets you tune the plan before applying. Every action is audit-logged.
- Soft warning above 500 affected rows. A confirmation dialog with the row count.
- Hard block above 1,000 affected rows. Manual split required, per the architecture decision record.
- Per-user rate limit of 60 seconds between plan generations to avoid runaway LLM costs.
- Compensation on partial failure. If 5 of 50 rows fail, the other 45 are applied and the failures are queued for retry — no all-or-nothing surprises.
Promote a working plan into a permanent rule.
When the same kind of error keeps showing up — a customer who’s missing a GSTIN, a stock entry where Tally rounds a quantity differently, a credit-note shape the ERP doesn’t accept verbatim — promote the working Resolution Plan into a Rule. Future matching errors are resolved automatically.
Rules supersede each other cleanly: a more specific rule wins over a general one, and supersession requires a fresh JWT confirm-token so nobody quietly takes over another rule.
- LLM-normalised matching — “Tally rounds quantity to 0” matches the same error worded differently.
- Per-rule audit trail — who proposed, who confirmed, who superseded.
- Disable / re-enable from the dashboard without losing the rule’s history.
One number you can show your CA.
The Sync Health score sits on the dashboard as a green / amber / red ring. It blends three drivers: success rate over the last 24 hours, error-cluster decay (whether old errors are being resolved or accumulating), and the Tally plugin’s heartbeat.
Hover any of the three and you see why the score moved. Click the ring and you go into the audit timeline pre-filtered to the relevant window.
- Recomputed after every sync event, capped to one update per minute to keep the UI calm.
- Daily Whisper if the score drops more than 15 points day-over-day.
- Surfaced on the CA Dashboard so an external CA sees client health at a glance.
Adjacent features that pair with Tally sync
Onboarding
Bring your existing Tally backup as the starting point. Genie reconciles it before anything goes live.
Genie
The Tally sync chat panel — thirteen tools to retry, ignore, propose rules, generate plans.
GST & compliance
GSTR-2B reconciliation runs on the same vouchers Tally syncs.
Integrations
What the Tally plugin needs and how it talks to ERPSense.
CA Dashboard
Sync health rolls up across every client a CA serves.
Pricing
Tally sync is a Growth plan feature.
Ready to put your books in one place?
Book a 20-minute demo. We’ll walk through your invoicing, GST and Tally setup live — no slides, no sales script.