AIP + TallyPrime growth blueprint

Keep Tally.
Add everything your business needs around it.

Tally remains the trusted engine for accounting, statutory reporting, voucher integrity and financial books. AIP adds the workflows businesses usually struggle to manage through Excel, WhatsApp, paper and disconnected apps.

Explore AIP

The strongest product strategy

Use each platform where it creates the greatest value.

T

TallyPrime

Accounting, compliance, statutory reporting, voucher integrity and financial books.

AIP ConnectorSecure identity · controlled posting · status · audit
A

AIP

Sales, CRM, distribution, procurement, warehouse, manufacturing, service, approvals, mobile operations, analytics and automation.

Customer-specific implementation

The areas below describe the full commercial opportunity. Exact features, data direction and automatic posting are configured according to the customer’s Tally edition, company setup, internal controls and agreed project scope.

01 / Customer, Sales & Distribution

Build stronger customer relationships while Tally protects the receivable truth.

01

CRM + Tally Receivables

AIP manages leads, opportunities, follow-ups, customer visits, quotations and the sales pipeline. Tally remains the source for ledger balance and outstanding, giving salespeople a complete customer view without exposing accounting screens.

  • Lead-to-order visibility
  • Outstanding beside customer activity
  • Sales follow-up with financial context
02

Field Collection Management

Salespeople collect cash, cheque, UPI or bank payments in AIP. The app can capture receipt evidence, GPS, customer acknowledgement and verification before creating the final Receipt Voucher in Tally.

  • Mobile receipt capture
  • Approval and verification
  • Customer and invoice allocation
03

Delivery Management

AIP handles picking, packing, vehicle assignment, delivery routes, proof of delivery, failed delivery, partial delivery and return-to-warehouse. Tally receives the approved invoice or inventory consequence.

  • Dispatch-to-delivery tracking
  • Proof and exception handling
  • Returned stock accountability
09

Customer Portal

Customers can view orders, invoices, outstanding, payment history, delivery status and statements through AIP. Financial figures can come from Tally while AIP provides the accessible customer experience.

  • Self-service account visibility
  • Order and delivery tracking
  • Fewer routine support calls
10

Dealer / Distributor Management

AIP manages dealer hierarchy, territories, schemes, secondary sales, targets and incentive calculations, while Tally handles the final accounting transactions.

  • Territory and channel hierarchy
  • Primary and secondary sales context
  • Target and incentive visibility
11

Scheme / Promotion Engine

AIP can apply Buy X Get Y, slab discounts, customer-specific, route-specific and date-based schemes, free quantity and cash discounts. The approved commercial result becomes the invoice posted to Tally.

  • Policy-driven promotions
  • Automatic benefit calculation
  • Traceable scheme impact
12

Credit Control

Tally supplies outstanding and ledger truth. AIP enforces credit limits, overdue limits, temporary overrides, approval workflows, blocked customers and sales holds before operational commitments are made.

  • Real-time exposure awareness
  • Authorised override with reason
  • Reduced uncontrolled credit
13

Collections Forecasting

AIP analyses Tally receivables and creates expected collection plans by salesperson, route, territory and due date, helping managers turn outstanding into scheduled action.

  • Due-date collection plans
  • Route-level collection targets
  • Expected versus realised cash

02 / Operations, Assets & Supply

Replace manual handoffs with controlled operational workflows.

04

Transport / Fleet Management

AIP manages vehicles, drivers, fuel, trip sheets, maintenance, tolls, route costs and delivery performance. Approved operating expenses can be posted automatically to Tally.

  • Vehicle and driver history
  • Trip profitability inputs
  • Maintenance and fuel control
05

Expense Management

Employees submit expenses from mobile with receipt photos and business context. Approval happens in AIP; approved expenses post as the appropriate Payment or Journal Voucher in Tally.

  • Receipt and policy validation
  • Multi-level approval
  • No repeated voucher entry
06

Employee Advance / Settlement

AIP manages travel, field and petty-cash advances from request through settlement. Tally maintains the employee advance ledger and authoritative financial balance.

  • Request and approval
  • Expense adjustment
  • Outstanding advance visibility
07

Purchase Indent + RFQ + Vendor Comparison

AIP manages the full procurement chain: Indent → RFQ → Quotations → Comparison → Approval → PO → GRN. Only the approved financial purchase reaches Tally.

  • Structured vendor comparison
  • Approval before commitment
  • Clear purchase audit trail
08

Vendor Portal

Suppliers log in to see purchase orders, confirm supply, upload invoices, check goods receipts and review payment status. Tally remains the source for payable balances.

  • Supplier self-service
  • Document exchange
  • PO-to-payment transparency
14

Inventory Reordering

Using Tally stock balances and operational demand, AIP calculates reorder point, minimum stock, safety stock, forecast demand and recommended purchase quantity, then raises purchase indents.

  • Demand-led replenishment
  • Lower stock-out risk
  • Controlled purchase suggestion
15

Warehouse Management

Tally can remain inventory authority while AIP manages bin locations, barcode scanning, picking, packing, put-away, transfer requests, stock counts, damaged stock and dispatch staging.

  • Location-level execution
  • Barcode-supported movement
  • Count and dispatch discipline
16

Serial Number Management

AIP manages serialised equipment, warranty, installation and service history, while Tally records the related financial sale, purchase and stock transaction.

  • Unit-level traceability
  • Warranty and ownership history
  • Service linked to original sale
17

Batch / Expiry Management

For pharma, FMCG and food operations, AIP adds FEFO picking, expiry alerts and batch tracing while Tally maintains accounting stock and financial valuation.

  • Expiry-risk visibility
  • Batch-specific movement
  • Safer fulfilment sequence
28

Rental / Equipment Management

AIP manages asset rental, issue and return, usage hours, damage, deposit and maintenance. Tally handles rental billing, deposits and accounting.

  • Availability and booking
  • Usage and condition tracking
  • Billing-ready rental records
29

Asset Management

AIP manages physical asset tags, custodian, location, service history and transfer, while Tally remains the fixed-asset and accounting book.

  • Physical-to-financial linkage
  • Custodian accountability
  • Maintenance history
30

Petty Cash Management

Branches and field staff record petty expenses in AIP with attachments and approvals. Approved entries post to Tally with category, user and supporting evidence.

  • Distributed cash control
  • Evidence before posting
  • Branch-wise visibility

03 / Service, Projects & Industry Solutions

Use Tally’s accounting strength inside specialised operating models.

18

Service Management

AIP handles service tickets, technician assignment, spare parts, warranty, AMC and service billing. Tally receives the final invoice, receipt and inventory effects.

  • Ticket-to-resolution workflow
  • Parts and warranty control
  • Service revenue accounting
19

AMC / Subscription Billing

AIP manages recurring contracts, service obligations, renewal alerts and billing schedules. Tally receives each approved invoice or accounting voucher.

  • Contract lifecycle
  • Renewal and billing calendar
  • Recurring revenue visibility
20

Project Management + Job Costing

AIP manages project tasks, timesheets, material usage, milestones and operational progress. Tally Cost Centres and Cost Categories receive the relevant financial dimensions.

  • Work and cost in one context
  • Milestone billing readiness
  • Planned versus actual cost
21

Construction / Contracting

AIP handles BOQ, work orders, subcontractors, material issue, site stock, labour and progress billing. Tally manages the resulting accounts, taxation and financial books.

  • Site-wise material control
  • Subcontractor workflow
  • Progress-linked billing
22

Jewellery Manufacturing

AIP supports Gold Inward → Job Card → Melting → Casting → Karigar → Finished Gold → Outward. It controls weight, tunch, fine gold, wastage and workflow while Tally handles financial and inventory accounting.

  • Fine-gold accountability
  • Karigar and process traceability
  • Wastage and variance control
23

Garment / Textile Operations

AIP manages size, colour, style, production stages, cutting, stitching, finishing and subcontractors. Tally handles accounts and final inventory consequences.

  • Variant-rich product control
  • Stage-wise production
  • Subcontractor accountability
24

Food / Restaurant / Distribution

AIP manages recipes, kitchen stock, central kitchen, outlets, delivery and wastage. Tally remains the accounting engine for purchases, sales, stock and finance.

  • Recipe and consumption control
  • Outlet replenishment
  • Waste and yield visibility
25

Pharma Distribution

AIP adds batch, expiry, MRP, scheme, doctor, chemist and distributor management plus delivery workflow over Tally’s accounting foundation.

  • Batch and expiry discipline
  • Channel relationship management
  • Scheme-aware distribution
26

Hardware / Electrical Distribution

AIP adds brand, model, serial, warranty, dealer pricing, schemes and route sales, with Tally maintaining the authoritative accounting record.

  • Brand and model catalogues
  • Dealer-specific commercial policy
  • Warranty-linked sales
27

Automobile Spare Parts

AIP adds part compatibility, vehicle-model mapping, superseded part numbers, barcode search and dealer ordering while Tally handles inventory accounting and finance.

  • Faster correct-part selection
  • Replacement-number history
  • Dealer order automation

04 / Finance, Compliance, Collaboration & Intelligence

Turn trusted Tally data into faster control, communication and decisions.

31

Bank Reconciliation Assistance

AIP imports bank statements, suggests transaction matches and manages unresolved exceptions. Tally remains the authoritative bank ledger and final reconciliation record.

  • Suggested matching
  • Exception work queue
  • Reduced reconciliation effort
32

GST Compliance Dashboard

AIP performs operational checks before posting, including missing GSTIN, wrong state, HSN mismatch, tax-rate mismatch and duplicate invoice. Tally then handles final GST accounting.

  • Problems caught earlier
  • Master and invoice validation
  • Cleaner accounting input
33

E-Invoicing / E-Way Bill Orchestration

AIP manages generation workflow, status tracking, cancellation and document distribution while ensuring the operational document and Tally accounting record remain aligned.

  • Central status visibility
  • Controlled cancellation
  • Document delivery
34

Approval Workflows

A generic AIP approval engine can govern sales discount, purchase, payment, expense, stock adjustment, credit override and voucher cancellation before Tally is affected.

  • Role-based authority
  • Reason and evidence capture
  • Complete decision history
35

Document Management

AIP links invoice scans, supplier bills, delivery proof, customer documents, job cards and agreements with the operational record and related Tally voucher reference.

  • One evidence trail
  • Searchable business context
  • Faster audit support
36

WhatsApp / Email Communication

Using Tally-connected data, AIP can send quotations, invoices, statements, payment reminders, order confirmations and delivery updates through controlled communication workflows.

  • Consistent customer messages
  • Document and reminder delivery
  • Communication history
37

Business Intelligence

Tally supplies financial truth while AIP combines it with operations to show salesperson, route, customer and product profitability, branch performance, collection efficiency, scheme effectiveness and manufacturing variance.

  • Financial plus operational context
  • Profitability beyond the ledger
  • Performance by responsibility
38

AI Assistant

AIP can provide natural-language access to trusted business data: which overdue customers purchased this month, which route collects least effectively, or which products may stock out next week.

  • Ask questions in plain language
  • Operational and financial context
  • Faster management investigation
39

Exception Monitoring

AIP continuously watches for failed accounting posting, altered Tally vouchers, stock mismatch, missing master mapping, negative stock, duplicate transactions and GST mismatch, then routes issues to the responsible user.

  • Exceptions remain visible
  • Priority and ownership
  • Protected retry and resolution
40

Franchise / Multi-Outlet Operations

AIP centralises products, pricing, schemes, users and operational dashboards across outlets while each outlet or company posts to its mapped Tally company.

  • Central policy with local execution
  • Outlet and company mapping
  • Consolidated management visibility

The commercial opportunity

Replace the tools surrounding Tally—not Tally itself.

Many businesses already trust Tally for their books, but still depend on Excel, WhatsApp, paper, manual approvals and disconnected mobile apps for daily operations.

AIP brings those activities into one controlled operating layer and connects the approved outcome back to Tally.

A practical starting point

Begin with the biggest operational gap. Expand on the same foundation.

Choose the workflows that create the fastest return for your business while preserving Tally as the trusted accounting environment.

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