Feature
Tally on mobile
Cashflow OS puts your TallyPrime books on your phone: sales and receipts for today, every party's balance, bill-wise outstanding, stock and the main reports. A small connector on your Tally PC keeps a synced copy, and Tally stays the books of record.
- Your Tally books on the phone
- Dues and ageing before you call
- Statements on WhatsApp
- Tally stays the books of record
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Works with your TallyPrime14-day free trialJaipur team, call +91 70738 53555
Who it’s for
Who uses Tally on mobile
- Business ownersToday's sales, cash and dues without going to the office PC
- Distributors and wholesalersDealer outstanding and ageing before the next dispatch
- Retailers and showroomsThe day's sales and stock of fast-moving items at a glance
- ManufacturersReceivables, payables and stock summaries through the month
- AccountantsAnswer a party's balance query while away from the desk
- CAsInvited with the accountant role to review a client's books
- Partners and family membersFollow the numbers in English or Hindi
- Groups with several firmsEvery Tally company in one account, switch in a tap
Pain → fix
The problems Tally on mobile solves
What goes wrong without it, and what changes with Cashflow OS.
- The problemHave to call the office to know today's sales
The accountant is busy, the Tally PC is in use, and the answer comes after lunch.
With Cashflow OSHome shows today's sales, receipts, cash and bankSales, purchases, receipts, payments, cash and bank for today, the month or the year, each against the period before.
Financial reports from Tally - The problemParty says he has paid; nobody can check
You are at the party's shop and his ledger is on a PC thirty kilometres away.
With Cashflow OSOpen his ledger and share the statement thereLive balance and entries from Tally, with a PDF in Tally's format or a simple Hindi हिसाब page sent on WhatsApp.
Party ledger statements - The problemOld bills cross 90 days before anyone notices
A party's total balance hides which bills are old and who has started slipping.
With Cashflow OSBill-wise outstanding with ageing in your pocketReceivables and payables bill by bill, sorted by age, so you call the right party first.
Outstanding receivables - The problemEntries changed in Tally without your knowledge
A voucher altered or deleted late in the evening surfaces only at audit time.
With Cashflow OSA push alert when vouchers are added, changed or deletedOwners get a notification for voucher changes in Tally, plus an evening summary of sales, receipts, payments and purchases.
- The problemA receipt on the road waits till evening to be entered
By the time it reaches the accountant, the amount or the party name has changed in someone's memory.
With Cashflow OSMake the entry from the phone; Tally checks itOnce the owner switches writing on, vouchers go into Tally through the connector, and Tally validates each one.
Create Tally vouchers from your phone - The problemRemote desktop on a phone is a pain to use
Tally's screens shrunk to a phone need constant zooming, and the session takes over the PC.
With Cashflow OSPhone screens, built on a synced copy of TallyThe connector keeps a synced copy, so the app reads it without disturbing whoever is working at the Tally PC.
Tally on the web
What it does
What you can do with Tally on mobile
Home: the day's position on one screen
How it works. Home shows sales, purchases, receipts, payments, cash and bank for today, this month or the year, each against the period before. It is the first thing most owners open in the morning.
- Today, month or year against the period before
- Cash and bank balances without asking the accountant
- Switch between the Tally companies in your account
In practiceBefore leaving home, Sunil Agarwal sees yesterday's sales at ₹3,72,000 against ₹3,15,000 on the same day last week, and receipts at ₹2,40,000.
Party ledgers and statements on WhatsApp
How it works. Search any ledger by name and see its live balance and entries from Tally. Share the party statement as a PDF in Tally's format, or as a simple Hindi हिसाब page for parties who prefer it.
- Settle a balance dispute at the party's counter
- Statement in Tally's format or a plain Hindi page
- No waiting for the accountant to print and scan
In practiceA retailer in Indore insists he paid ₹45,000 last month. Rakesh opens his ledger, finds the receipt was ₹40,000, and shares the statement on WhatsApp before leaving the shop.
Outstanding and ageing, bill by bill
How it works. Bill-wise receivables and payables come from your Tally books with ageing, so you see which bills are old, not just who owes what. Payables due this week sit on the same phone.
- Oldest bills first, so the right calls get made
- Check a dealer's dues before the next dispatch
- Plan the week's supplier payments from the phone
In practiceA dealer who usually pays in 30 days now has a ₹62,000 bill at 58 days. The owner calls him before approving another ₹1,10,000 of goods.
Reports that match Tally, plus GST views
How it works. More than 20 reports, including Profit & Loss and Balance Sheet that match Tally, Trial Balance, Day Book, cash and bank book and a cashflow forecast, for any financial year or a custom range. GSTR-1 and GSTR-3B views come with a JSON download for the GST portal.
- P&L and Balance Sheet that agree with Tally
- Excel and PDF export straight from the phone
- Date ranges that cross 31 March
In practiceThe bank asks Meena Jain for the half-year Profit & Loss and debtors list. She exports both from the phone as PDF and emails them from the car.
Stock and items with photos
How it works. Items and stock come from Tally, with your own photos and display names beside the Tally name. Salespeople can get items and their own customers, without the company's accounts.
- Stock of fast movers checked before you promise
- Photos and friendly names instead of Tally codes
- Salesperson role shows items, not your accounts
In practiceA contractor asks if 40 bags of tile adhesive can go today. The godown in-charge checks the item on his phone and confirms in a minute.
Guide
Tally on mobile: the full guide
How it works day to day, who does what, and the points to watch.
What you see on the phone
The app reads the companies open in TallyPrime and shows them in a form built for a phone screen, not a shrunken copy of Tally's screens:
- Home: sales, purchases, receipts, payments, cash and bank for today, this month or the year, against the period before.
- Ledgers and party ledgers with live balances, searchable by name.
- Bill-wise outstanding for receivables and payables, with ageing.
- Party statements as a PDF in Tally's format or a simple Hindi हिसाब page, shared on WhatsApp.
- Reports: Profit & Loss, Balance Sheet, Trial Balance, Day Book, cash and bank book, ledger report, stock and item summaries, expenses, top customers and a cashflow forecast, with Excel and PDF export.
- GST: GSTR-1 and GSTR-3B views with a JSON download for the GST portal.
The Android app is on Google Play; the iPhone and iPad app is coming to the App Store. Until then, iPhone users can open the web app in the browser.
How the sync works
TallyPrime is a desktop program and its data lives on the PC where it runs. The Cashflow OS connector is a small Windows program on that PC. It reads the companies open in Tally and keeps a synced copy in Cashflow OS, which the app and web app then show. Nothing is moved out of Tally; Tally remains where the books are kept and where your accountant works.
Because the copy comes from that PC, the connector needs to be running, with Tally open, for the data to stay current. If the PC is off, you still see the last synced copy, but new entries in Tally appear only once the connector is running again. Our guide on how Tally data sync works explains the general idea, and Tally on mobile: how it works compares the common approaches.
Who uses it
- Owners who want the day's position without going to the office PC.
- Accountants who answer balance queries from parties while away from the desk.
- Salespeople who need items and their own customers' dues, with the salesperson role that hides the company's accounts.
- Partners and family members in the business who want to follow the numbers.
Tips for getting good results
- Keep the Tally PC on during working hours, with TallyPrime open on the companies you use. A dedicated or always-on office PC works best.
- Use bill-wise details in Tally for debtors and creditors, or outstanding and ageing will be thin. See bill-wise details explained.
- Tidy party names. Duplicate ledgers in Tally show up as duplicates on the phone.
- Lock the app with fingerprint, face or PIN, especially if the phone is shared.
- Pick your language. The app and reports work in English and Hindi, and each person chooses their own.
A morning with the app
Here is how an owner of a mid-sized distribution business might use it before reaching the office. At 8:30 he opens Home: yesterday's sales were ₹4,85,000 against ₹4,10,000 on the same day last week, and receipts were ₹3,20,000. Cash in hand looks higher than usual, so he makes a note to ask about the bank deposit. He opens receivables, sorts by the oldest bills and sees that a retailer who usually pays in 30 days now has a ₹62,000 bill at 58 days. He shares the party statement with that retailer on WhatsApp, with a short note. Then he checks payables due this week and the stock summary for two fast-moving items. Ten minutes, no call to the accountant, and everyone in the office starts the day with clear instructions.
Reading and writing are separate
Reading the books is what most people start with. Cashflow OS can also write into Tally, creating and altering vouchers, ledgers and stock items from the phone, but that is off until the owner switches it on for the company. Many businesses use the reading side for a few weeks before allowing entries. When writing is on, each entry goes through the connector and Tally validates it.
What it does not do
- It does not replace TallyPrime. Tally stays the books of record, and live data depends on Tally and the connector.
- It does not make a copy of Tally's interface; it shows the data in its own screens.
- It does not file GST returns; GST views and JSON are prepared for you to file on the portal. E-invoices and e-way bills for synced sales vouchers are available on plans that include them.
- It is not an offline mode for Tally: without the connector running, the phone shows the last synced data only.
This page is general information for Indian businesses, not tax, legal or financial advice. Rules and rates change — check the official portals or your CA before acting.
Set-up
Start using Tally on mobile in 4 steps
Works on top of your TallyPrime — nothing to migrate, no second set of books.
- 1
Install the Cashflow OS connector on the PC where TallyPrime runs
- 2
Open TallyPrime with the companies you want on the phone
- 3
Sign in with your mobile number and scan the QR the connector shows
- 4
Invite your accountant and team with a link, each with a role
Buyer’s checklist
What to look for in Tally on mobile software
Whatever you choose, check these before you commit.
- Reads your existing Tally books, with no second set of accounts to keep
- Profit & Loss and Balance Sheet that match Tally for the same period
- Bill-wise outstanding and ageing, not only a party's total balance
- Party statements you can share on WhatsApp as a PDF
- Roles, so staff and salespeople see only what their job needs
- App lock with fingerprint, face or PIN for a phone that leaves the office
- Clear about what you see when the Tally PC is off: the last synced copy
- Entries back into Tally only when you allow them, and checked by Tally
Plans
Simple yearly plans
- 14-day free trial on your own books
- 3-year term saves up to 25%
- Premium modules (catalogue, field force, price lists, store…) priced extra
Start free trialGet the price for your business
Compare all plans- Growth₹3,000/year + GSTBooks, reports, outstanding and sharing
- Pro₹5,000/year + GSTEverything in Growth, plus entries into Tally
- Pro+₹7,000/year + GSTEverything in Pro, plus e-invoice and e-way bill
Why Cashflow OS
Why use Tally on mobile in Cashflow OS
- Built on your TallyPrimeThe connector reads the companies open in Tally. Tally stays the books of record, and your accountant keeps working in it.
- Screens made for a phoneHome, ledgers, outstanding and reports are laid out for a small screen, not a shrunken copy of Tally.
- Alerts on voucher changesA push notification when entries are added, changed or deleted in Tally, and a summary every evening.
- Read first, write when readyStart by reading the books. Entries into Tally stay off until the owner switches them on.
- English or HindiEach person picks their own language, and statements can go out as a Hindi हिसाब page.
- 14-day free trialTry it on your own Tally books before you pay. Plans start at ₹3,000 a year + GST.
