Tally
Access your Tally data from anywhere in plain English.
Financial Operations
“Your Tally has five years of accounting data. Your laptop is at the office. Your investor wants the receivables aging report in the next 30 minutes. You can't access Tally from your phone, you can't access it from home, and even if you could — pulling a custom report from Tally takes longer than the meeting itself.”
CostTrail connects to your on-premise Tally installation via a secure bridge and lets you ask accounting questions in plain English — from any device, anywhere. 50+ report types, real-time data, no Tally expertise needed.
Who uses it?
Real people with real problems this solves.
CA / Accountant
Before: Managing 20+ Tally instances across clients — each requires logging into a different machine
With CostTrail: Query any client's Tally from one dashboard — switch companies in one click
Business Owner
Before: Can't check business reports from phone — Tally only works on the office desktop
With CostTrail: Ask "how much did we sell today?" from your phone at any time
Finance Manager
Before: Getting a custom Tally report means calling the Tally operator and waiting
With CostTrail: Self-serve — any question, any report, instant answer
GST Consultant
Before: Pulling GST data from Tally for filing requires navigating complex menus
With CostTrail: Ask "show me GSTR-1 summary for this month" and get filing-ready data
How to connect
On-premise bridge — lightweight agent connects Tally to CostTrail securely
- 1Install the CostTrail bridge on the machine running Tally (5-minute setup)
- 2The bridge connects to Tally's local port and syncs data securely to your CostTrail account
- 3Start asking questions from any device — phone, tablet, laptop
- 4Data stays fresh — the bridge syncs in real-time whenever Tally is running
What it replaces
Every feature exists because something was broken before.
Remote Tally access
Tally is stuck on one desktop — can't check reports from phone or home
Secure bridge syncs Tally data to the cloud — accessible from any device, anywhere
50+ report types
Generating custom reports in Tally requires navigating complex menus
Ask in plain English — the system knows which Tally report to pull and how to format it
GST-ready reports
Preparing GSTR-1 and GSTR-3B from Tally data requires manual extraction
Ask for GST summaries — returns filing-ready data with GSTIN, HSN codes, and tax breakdowns
Multi-company
CAs managing multiple clients must log into each Tally instance separately
All connected Tally companies in one dashboard — switch with one click
Outstanding tracker
Checking who owes you money requires navigating deep Tally menus
Ask "who owes us money?" and get receivables sorted by amount and age
Stock & inventory
Stock summary with valuation requires Tally expertise to extract
Plain English stock queries — current stock, movement, valuation, reorder alerts
Questions you can ask right now
Plain English, answered from your own data.
Industries using it
Same tool, different industries.
Wholesale & distribution
Multi-warehouse stock, complex GST compliance, thousands of daily transactions. Stock and receivables across locations require navigating multiple Tally screens.
“Current stock and receivables across all warehouses and branches?”
Manufacturing
Raw material stock, finished goods, GST on inward and outward supplies. Job-work tracking and cost accounting buried deep in Tally menus.
“Current raw material stock value with reorder alerts for all items?”
Retail
Daily cash and bank reconciliation across multiple outlets, GST-ready reports. Consolidated sales and receivables across stores require Tally expertise.
“Today's sales summary across all retail outlets with payment mode breakdown?”
Professional services
CAs managing 20+ client Tally databases. Switching between clients and generating custom reports per client eats the whole day.
“Q3 profit comparison across all 25 client companies I manage?”
Education
Fee collection, vendor payments, grant management, statutory compliance. Tally doesn't have education-specific dashboards.
“Fee collection status by class and outstanding fees by student?”
Hospitality
Daily revenue, F&B inventory, supplier payments, GST on services. Getting daily P&L from Tally requires accounting expertise.
“Daily revenue breakdown — rooms vs F&B vs banquets for this week?”