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FAQ

Questions, answered.

Every answer here uses the same facts as the rest of the site. Missing something? Write to hello@tallynexa.ai.

The product

What is TallyNexa?

TallyNexa is a finance app for businesses that keep their books in TallyPrime or Tally ERP 9. A small Windows connector syncs your books to the cloud, and TallyNexa turns them into reports, a 13-week cash forecast, collections, GST and TDS checks, bank reconciliation, stock alerts and plain-English answers from Nexa AI — on Android, iPhone, web and WhatsApp. Your books stay in Tally.

Who is TallyNexa for?

Business owners who want to know where cash stands and who to chase; accountants who want every report with the same controls and fewer spreadsheets; and CA firms who want each client's books, audit findings and reconciliations in one place.

Is there a TallyNexa mobile app?

Yes. TallyNexa has Android and iPhone apps, a web app that works in any browser, and WhatsApp.

Does TallyNexa work on WhatsApp?

Yes. You can ask Nexa AI about your books on WhatsApp and send payment reminders that list a customer's open bills. WhatsApp is included from the Growth plan.

Does TallyNexa do bank reconciliation?

Yes. Import your bank statement and TallyNexa matches it to the bank ledger in your Tally books, leaving a worklist of unmatched lines. Included in the Compliance+ plan.

Does TallyNexa do GSTR-2B reconciliation?

Yes. Upload the GSTR-2B JSON from the GST portal and TallyNexa matches it against your purchase register, with a mismatch worklist and credit at risk. Included in the Compliance+ plan. TallyNexa prepares and reconciles; it does not file returns.

Can I create entries in Tally from my phone?

Yes. Draft invoices, receipts and journals in the app. Writing to Tally is off by default. A drafted voucher must balance and be approved before the connector posts it through Tally's own import. Included from the Growth plan.

Does TallyNexa keep an audit trail?

Yes. After every sync, voucher counts, ledger counts and closing balances are checked back against Tally. TallyNexa also flags back-dated entries, vouchers edited after sync, possible duplicates, cancelled and post-dated vouchers and negative stock.

Tally and syncing

Does TallyNexa work with TallyPrime and Tally ERP 9?

Yes. The connector reads your books through Tally's own local XML gateway — no TDL file is installed in Tally. It works with TallyPrime and Tally ERP 9.

Does TallyNexa change anything in my Tally?

No. The connector only reads by default, and your Tally data file is never edited by TallyNexa. Writing to Tally is off by default. A drafted voucher must balance and be approved before the connector posts it through Tally's own import.

How often does TallyNexa sync with Tally?

The first sync imports your history; after that the connector sends only what changed, automatically, whenever Tally is open.

Does Tally need to stay open?

Only while a sync runs. Everyone else reads the synced copy, so the numbers are available with the office PC switched off.

How do I know the numbers match Tally?

After every sync, voucher counts, ledger counts and closing balances are checked back against Tally. If they do not match, you are told, and every screen shows when the books were last synced.

Nexa AI

What is Nexa AI?

Nexa AI is TallyNexa's assistant. It answers questions about your books in plain English and labels every figure it quotes as read from your books, derived from them by arithmetic, or unsupported. It is the same verification-first assistant that powers MarketPing.

How does Nexa AI avoid making up numbers?

Nexa never writes database queries. It picks reports from a fixed catalogue, TallyNexa runs them, and Nexa answers only from their results. Every figure it quotes is then matched against those results; anything that cannot be traced is flagged in red in the answer, never quietly shown.

Can I use ChatGPT or Claude with my Tally data?

Yes. TallyNexa provides a read-only MCP endpoint with 23 tools. ChatGPT, Claude, Cursor or any MCP client can read your books with the same permissions as your login.

Is my data used to train AI models?

Nexa AI never gets database access. For each question it receives only the report results needed to answer it, and those results are not used to train AI models.

Security and data

Where is my Tally data stored?

In India (Delhi data centre). Each business's books are separated at the database level.

Is my data encrypted?

Yes — TLS on every connection — the connector, the apps and the website, and your data is encrypted at rest.

Who can see my books?

Only people you invite. Your accountant or CA sees only the companies you give them access to.

Is TallyNexa SOC 2 or ISO certified?

No third-party certification (such as SOC 2 or ISO 27001) yet — we will say so here when one is completed.

Pricing and trial

How much does TallyNexa cost?

Per company, plus GST: Core ₹399 a month or ₹3,999 a year; Growth ₹999 a month or ₹9,999 a year (up to 3 companies, with Nexa AI, WhatsApp, cash forecast, MCP and write-back); Compliance+ ₹1,999 a month or ₹19,999 a year (up to 10 companies, adding GSTR-2B, bank reconciliation and TDS radar). CA firm plans are priced per practice.

Is there a free trial?

Yes — 14 days, no card required, and the trial is the full product.

Can I pay monthly?

Yes. Every plan can be paid monthly or yearly; yearly works out to about two months free.

The company

Is TallyNexa made by Tally Solutions?

TallyNexa is an independent product. It is not affiliated with, endorsed by or sponsored by Tally Solutions Pvt. Ltd. Tally, TallyPrime and Tally ERP 9 are trademarks of their owner.

Is TallyNexa available now?

Early access — onboarding businesses and CA firms in batches. Request access at https://tallynexa.ai/early-access.

How do I contact TallyNexa?

Email hello@tallynexa.ai.

Early access · 14-day free trial

See your books differently this week.

We are onboarding businesses and CA firms in batches. Tell us about your Tally and we will set you up personally — connector, first sync and a walkthrough.

Request early access

14 days free, no card. Your Tally file is never edited.