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Cashflow OS · Features

Everything on top of your Tally

Your TallyPrime books on every phone in the team — reports, entries back into Tally, documents, the field team, collections and your own store. Tally stays the books.

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30 features7 areas14-day free trial

Books & reports

Your TallyPrime books, reports and GST views on the phone and the web.

Books & reportsTally on mobileLedgers, outstanding, stock and reports from Tally in your pocketBooks & reportsTally on the webOpen your Tally books in any browser — sign in with a QRBooks & reportsFinancial reports from TallyP&L, Balance Sheet, Day Book and cash flow for any yearBooks & reportsGST reports from your Tally dataGSTR-1 and GSTR-3B views with bill-wise and HSN detailBooks & reportsParty ledger statementsSend a party its statement as a PDF on WhatsApp in two tapsBooks & reportsReports in Excel and PDFAny report out to Excel or PDF, for any date rangeBooks & reportsAI assistantAsk your books a question in plain words

Entries into Tally

Make it on the phone, the connector posts it into Tally.

Entries into TallyCreate Tally vouchers from your phoneSales, receipts, payments and journals posted into TallyEntries into TallySales orders to TallyOrders from the visit or counter land in Tally as sales orders

Selling & documents

Branded documents on WhatsApp, and the right rate every time.

Selling & documentsQuotationsBranded quotes on WhatsApp, converted to an order when they say yesSelling & documentsProforma invoicesAsk for the advance with your bank and UPI details on itSelling & documentsDelivery challansChallans with your letterhead that also post into TallySelling & documentsPurchase ordersSend suppliers a clean PO, then post it into TallySelling & documentsPrice listsDealer types A, B, C — the right rate fills itselfSelling & documentsService jobsRepair and pickup jobs from intake to invoice

Field team

Visits, routes and the day's work for people on the road and at the counter.

Field teamField force trackingVisits with location, notes and photos — see the team's dayField teamRoute planningAreas, route plans and recommended visits so no customer is missedField teamStaff appA simple Today screen for salespeople and counter staffField teamShowroom walk-insKnow who walked in, what they liked, and follow up

Collections

Who owes what, who you owe, and what came in today.

CollectionsCollectionsSee the day's collections before the cash reaches the officeCollectionsOutstanding receivablesBill-wise dues and ageing for every customerCollectionsPayables trackingPlan supplier payments before they fall due

Store & catalogue

Your Tally items, with photos, as a catalogue, a shop and labels.

Store & catalogueOnline catalogueA catalogue link of your items — customers enquire on WhatsAppStore & catalogueOnline storeYour own shop page built from Tally items, with guest checkoutStore & catalogueItem photos and display namesPhotos and customer-friendly names on your Tally itemsStore & catalogueBarcodes and labelsPrint barcode labels and scan with the phone cameraStore & catalogueWishlistsSave what a customer liked and turn it into an order later

Team & access

Everyone in their own role, language and company.

Team & accessTeam roles and accessOwner, accountant, staff and salesperson — each sees only their partTeam & accessMultiple Tally companies in one accountAll your Tally companies in one account, switch in a tapTeam & accessHindi and EnglishEach person picks Hindi or English

Cashflow OS · works with TallyPrime

Your Tally. Wherever you are.

Ledgers, outstanding, GST views and reports from your Tally on every phone in the team — and entries that go back into Tally.

  • 14-day free trial on your own books
  • Android, iPhone and web
  • English and Hindi

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