How SetuBi's Tally on Mobile Changes Everything

Let’s be honest: running a business is hard enough without being chained to your desk just to check your Tally data. Whether you are out meeting clients, at home, or traveling, you need to know what's happening with your money and stock right now.

That’s where taking Tally to your mobile phone changes everything. With apps like SetuBi, you don't need to be a computer expert to get your numbers. You can simply chat with the app to get exactly what you need.

Here is a simple breakdown of how having Tally on mobile with SetuBi makes life so much easier.

1. Just Ask for What You Need (Like Chatting with a Friend)

Forget clicking through endless menus just to find one report. With Conversational Intelligence, you can just type or ask for what you want in simple language. It feels just like messaging a friend on WhatsApp, but instead, you're asking for your sales report or checking a customer's balance.

2. Make Entries Anytime, Anywhere

You can record all your daily business directly from your phone, without waiting to open your laptop.

▸All Transactions: Easily enter Sales, Purchases, Receipts, and Payments. You can also handle Credit/Debit notes and Journal entries.

▸Flexible Payments: Record Cash, UPI, or Bank transfers in one smooth flow.

▸Smart Drafts: If you are entering a huge order and get interrupted, just save your progress. You can come back and finish it later.

▸Offline Power: No Wi-Fi or mobile data? No problem. The SetuBi app lets you keep working offline and automatically syncs your data with Tally Prime the second you get your connection back.

3. Check Your Reports in Seconds

Always know exactly where your business stands with quick access to your most important reports.

▸Daily Accounts: Check your Daybook, Cash & Bank Book, and Sales/Purchase Registers instantly.

▸Customer Balances: See who owes you money (Outstanding Receivables) and who you need to pay.

▸Quick WhatsApp Reminders: If a customer hasn't paid, you can send them a text reminder on WhatsApp directly from SetuBi's Business Pulse Dashboard.

▸Fast Customer Setup: Need to add a new client? Just type in their GST number, and SetuBi fills in the rest of their details automatically.

4. Keep Track of Your Stock

You don't need to call the warehouse to know what's on your shelves.

▸Check your total stock summary and see item balances.

▸See what items are active and track stock monthly.

▸Find out instantly if you have "negative stock" (items showing out of stock that shouldn't be) so you can fix the issue.

5. Spot Your Best and Worst Performers

SetuBi does the hard work of organizing your data so you can see the big picture.

▸Instantly pull up lists of your Top Customers, Top Suppliers, and Top Expenses.

▸Easily spot problems with "Exception Reports" that highlight negative ledgers or inactive stock items.

6. Keep Your Private Data Private (and Safe)

When you put your business data on a phone, safety is the biggest worry.

▸100% Private: Your data stays in your own territory. It isn't shared or exposed.

▸Control Who Sees What: If you give the SetuBi app to your staff, you are fully in charge. You can restrict what they see by company, voucher type, or specific ledgers. You can even block them from making back-dated entries or hide the main dashboard from them.

7. Make the App Look How You Want

Because you'll be using the SetuBi app every day, you can make it comfortable for your eyes. You can turn on Dark Mode or Light Mode, change the font size to make it easier to read, and even pick your favorite app color.

The Bottom Line

Using Tally on mobile is all about making your life simpler. It clears away the clutter and gives you the exact tools you need, exactly where you need them. No more waiting, no more confusing menus—just your business at your fingertips.