Tally on mobile: how it works

The three pieces

Nothing replaces Tally. The phone shows a copy of what is in Tally, and anything written goes through Tally's own checks. The guide to how Tally sync works explains the data flow in more detail.

Why not just open Tally on the phone?

Remote desktop can show the actual Tally screen on a phone, but Tally is designed for a keyboard and a wide screen. Scrolling a trial balance on a 6-inch display, typing voucher entries with an on-screen keyboard, and keeping the office PC unlocked for remote sessions all become daily friction. A sync app instead shows the same data in screens built for a phone: a balance at the top, tap to drill into bills, share as PDF. See remote desktop vs sync app for a full comparison.

What you can see on the phone

• Home: sales, purchases, receipts, payments, cash and bank for today, the month or the year, compared with the period before.
• Ledgers: any ledger or party ledger with its live balance and vouchers.
• Outstanding: bill-wise receivables and payables with ageing.
• Reports: Profit & Loss, Balance Sheet, Trial Balance, Day Book, cash and bank book, stock and item summaries, expenses, top customers and a cashflow forecast, with Excel and PDF export.
• GST: GSTR-1 and GSTR-3B views prepared from your Tally data, with JSON download; filing is still done on the GST portal.
• Any financial year and custom date ranges across years, and several Tally companies in one account.

What you can do from the phone

Writing into Tally is off until the owner switches it on for a company. Once on, permitted users can create and alter vouchers: sales, purchase, receipt, payment, journal, contra, credit note, debit note, sales order, purchase order, delivery note, receipt note and stock journal. They can also create ledgers, stock items, stock groups and categories, units and cost centres. GST is worked out from the item and the party's state. Tally validates each entry; if Tally refuses one, the app shows Tally's reason so it can be corrected.

Setting it up

1. Install the connector on the Windows PC where TallyPrime is used.
2. Open TallyPrime with the companies you want to sync.
3. On your phone, sign in to the Cashflow OS app with your mobile number.
4. Scan the QR code that the connector shows. The PC and your account are now linked.
5. Invite your team with a link, giving each person a role.

The step-by-step connector setup guide covers each step and common problems.

What the PC needs

The connector reads from Tally while Tally is running with the company open on that PC. If the PC is switched off or Tally is closed, the app still shows the last synced data, but new entries in Tally will not appear and entries created on the phone wait until Tally is available again. Many businesses keep the Tally PC on through working hours for this reason. A stable internet connection on the PC helps sync stay current.

Who sees what

Each person gets a role per company: owner, admin, accountant, staff or salesperson. A salesperson sees items and their own customers, not the company's accounts. Orders from frontline staff can be set to need approval. The app can be locked with fingerprint, face or PIN, the web app at app.cashflowos.in is opened by scanning a QR with the phone, and the owner can see the team's activity. Each person can choose English or Hindi.