Tally on Mobile: Access TallyPrime with Text and Voice Chat Capabilities

What if you could access your TallyPrime data from your phone simply by typing or speaking what you need?

For business owners, accountants and sales teams, TallyPrime is often used on a desktop at the office. But business doesn't stop when you leave the office. You may need to check today's sales, customer outstanding, stock availability or a ledger while travelling or meeting a client.

SetuBi brings TallyPrime to your mobile through a conversational interface, allowing you to interact with your Tally data using text and voice.

What Is Tally on Mobile?

Tally on Mobile means accessing your existing TallyPrime data and performing important accounting activities from your phone.

With SetuBi, you don't have to remember which Tally menu contains a particular report. You can simply ask what you want in plain English or Hinglish.

For example:

▸"Show today's sales."

▸"What is ABC Traders' outstanding?"

▸"Show negative stock items."

▸"Aaj kitni sales hui?"

SetuBi is designed to understand these conversational requests and provide the relevant information from your TallyPrime data.

Text and Voice Chat with TallyPrime

One of the key features of SetuBi is its AI-powered chat experience.

Instead of navigating through multiple screens, you can type or speak your requirement. This makes accessing business information more natural, especially when you're away from your computer.

For example, before entering a customer meeting, you can quickly check the customer's outstanding balance. A business owner can check today's sales while travelling, while an accountant can access reports without being tied to the office computer.

SetuBi describes itself as an AI chat and voice solution for TallyPrime, supporting plain English and Hinglish interactions.

More Than Just Viewing Reports

Tally on Mobile isn't limited to checking reports.

SetuBi supports several important TallyPrime transactions directly from mobile, including:

▸Sales & Purchase

▸Sales Orders & Purchase Orders

▸Receipts & Payments

▸Credit Notes & Debit Notes

▸Journal & Contra

It also includes Smart Drafts, allowing users to save an incomplete transaction and continue it later.

This can be useful when a sales representative is with a customer or when a business owner needs to create an order while away from the office.

Access Tally Reports from Your Phone

SetuBi provides access to several commonly used accounting and business reports.

Accounts Reports

▸Daybook

▸Cash & Bank Book

▸Sales Register

▸Purchase Register

▸Business Pulse Dashboard

Party Reports

▸Ledger Balance

▸Ledger Statement

▸Ledger Outstanding

▸Outstanding Receivables

▸Outstanding Payables

Stock Reports

▸Stock Summary

▸Stock Category Summary

▸Stock Item Balance

▸Stock Item Transactions

▸Active Stock Items

You can also access top customer, supplier and expense reports, along with exception reports such as negative ledgers and negative stock items.

Check Customer Outstanding Before a Meeting

Imagine you're about to meet a customer who wants to place another order.

Instead of calling the accountant to check the account, you can access the customer's ledger and outstanding information from your phone.

This can help business owners and sales teams quickly understand:

▸What has the customer purchased?

▸How much is outstanding?

▸What payments are pending?

SetuBi also provides WhatsApp payment reminders through its Business Pulse dashboard.

Monitor Stock from Anywhere

Stock information is another area where mobile access can be useful.

Whether you're visiting a warehouse or meeting a customer, you can check stock summaries, item balances, category-wise stock and stock transactions from your phone.

This means you don't necessarily have to wait until you're back at the office to check whether an item is available.

What About Data Security?

For accounting software, data security is extremely important.

SetuBi follows a local-first approach. Tally data remains within the user's existing infrastructure rather than being copied to an external cloud server. SetuBi connects with TallyPrime through Tally's ODBC interface.

It also provides user-security controls such as:

▸Company restrictions

▸Voucher-type security

▸Back-dated security

▸Ledger Group security

▸Stock Group security

▸Dashboard security

Does It Work Without Internet?

Yes. SetuBi provides offline support for mobile work.

If connectivity is interrupted while entering information, the data can be saved locally and synchronised with TallyPrime when the connection is restored.

This can be particularly useful for sales teams and employees working outside the office.

How Does It Work?

The setup is straightforward:

TallyPrime on your PC → SetuBi connector → Your mobile browser

The SetuBi connector runs on the Windows computer where TallyPrime is installed. It uses Tally's ODBC interface to connect with the existing Tally environment. Users can then open SetuBi through a mobile browser such as Chrome or Safari without needing a traditional app-store installation.

TallyPrime, Now More Accessible

TallyPrime remains the core accounting system, while SetuBi provides a more convenient way to interact with your business data when you're away from your computer.

With text and voice chat, mobile reports, transaction entry, stock information, Smart Drafts, offline support and user security, Tally on Mobile can make everyday business information more accessible.

The idea is simple:

Don't search through menus. Just ask your Tally.

Explore SetuBi — Tally on Mobile at setubi.in.