On the roadmap

Your Tally data, online and working for you

Bring your books to life. A secure connector links your Tally — on your office computer or our cloud — to ZingoorCRM for live reports, BI dashboards and automatic outstanding reminders.

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Why Tally with Zingoor

From static books to a live business tool

On-premise or cloud

Works with Tally on your office PC via a connector, or Tally on our cloud VMs.

Safe, outbound-only

No fixed IP, no port-forwarding, no exposed machine — just a secure outbound connection.

Live BI & reports

Outstanding, sales and cash-flow views online, refreshed on a schedule you control.

Automatic reminders

Nudge customers about outstanding payments over WhatsApp or SMS, straight from the data.

Cross-checked

Reconcile Tally against your CRM deals and payments in one place.

Least effort for you

One-click connector install; we handle the plumbing so you don’t chase IT.

The connector

Bridging local Tally and the cloud, safely

Tally lives on your machine; ZingoorCRM lives in the cloud. Our connector solves that gap by making secure, outbound connections — so dynamic IPs, NAT and firewalls stop being a problem. Your machine is never exposed.

  • Outbound, encrypted connection
  • Queues updates when your connection is flaky
  • A clear “last synced” indicator you can trust
The payoff

Reminders and BI that pay for themselves

The moment your Tally data is online, it becomes useful: automatic outstanding-payment reminders over WhatsApp, live dashboards for leadership, and cross-checks with your CRM — turning bookkeeping into cash flow.

  • Outstanding receivables reminders
  • Leadership BI dashboards
  • Cross-checks with CRM & payments

Phased rollout: we start with a read-only reporting MVP (like Outstanding Receivables), then add incremental sync. We build as genuine orders come in — tell us your priority.

Better together

Works well with

Payments

Collect money with gateways provisioned into your account.

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Sales CRM & Work

Leads, pipeline, tasks and projects — the core cockpit.

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WhatsApp Business

Send, receive & automate on the official WhatsApp Business API.

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Sovereign AI

AI that runs on our own servers in India. Your data stays home.

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Questions, answered

Tally Integration FAQs

A lightweight connector runs on the machine with Tally and makes secure outbound connections to ZingoorCRM. That means no fixed IP, no port-forwarding and no exposing your computer to the internet.
No. We support both — Tally on our cloud VMs, or Tally on your own office computer via the connector. Either way, your data becomes available for online reports and reminders.
Yes. The connection is outbound and encrypted, data is scoped to your account, and you control what syncs. Nothing is exposed publicly.
Outstanding receivables reminders over WhatsApp/SMS, live BI dashboards, and cross-checks with your CRM and payments — turning static books into an active business tool.
It is on our roadmap, rolling out in phases starting with read-only reports. Talk to us about your requirement and timeline.

Ready to see Tally Integration live?

Get a guided demo and a price for exactly the modules you switch on.

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