TallyPrime customization
Adapt fields, vouchers and workflows to your business requirement.
TallyPrime customization
- Vouchers
- Ledgers
- Inventory
Independent Customization Support Provider
TallyPrime Customization, Integration & Automation Experts.
Make TallyPrime fit the way your business works. Tell us what you need to import, report, connect or control.
Tally customization starts with your requirement. We review the workflow before we recommend a solution.
Start with the problem
Tell us where your TallyPrime setup falls short
Share your details for a free consultation on your TallyPrime requirements
Explore our services
Start with the task your team needs to solve.
Choose a service below. If you need more than one, describe the complete workflow in your enquiry.
Make it yours
01 / Make it yours · 2 services
Invoices & reports
Get the invoice layout and management information your team needs.
Invoice customization
- GST fields
- Item columns
- QR and e-invoice details
Report customization
- MIS reports
- Branch reports
- Inventory reports
Connect your data
02 / Connect your data · 2 services
Excel to Tally import
Review source records, mapping and the entries required in TallyPrime.
Excel to Tally import
- Ledgers and masters
- Sales and purchase vouchers
- Receipts, payments, and journals
Tally API integration
Plan data exchange between TallyPrime and another business system.
Tally API integration
- ERP and business software
- CRM and sales systems
- Ecommerce and POS
Work from anywhere
03 / Work from anywhere · 2 services
Tally on Cloud
Access TallyPrime from your office, branches or home with a cloud setup tailored to your team.
Tally on Cloud
- Cloud environment setup
- Tally data migration
- User access configuration
Remote Tally access
- Branch access
- Work from home
- Owner review
Multi-user setup
Set up shared company data, licenses and user permissions so your team can work together.
Multi-user setup
- User and license review
- Shared company data access
- User roles and security
Stay in control
04 / Stay in control · 2 services
Controls & custom fields
Review user access and the extra information your workflow needs.
Security controls
- User roles
- Voucher controls
- Master controls
Custom fields
- Vouchers
- Ledgers
- Inventory masters
Server backup
Review managed Tally Cloud server setup with daily backup, access control, data safety, uptime planning and troubleshooting support.
Cloud Server & Backup
- Daily automatic backups
- Your Google Drive
- 1 to 200 day retention
Meet the founder
Naman Jain
Founder and Principal Solutions Architect at Tally Experts.
I help growing businesses streamline operations and eliminate manual bottlenecks through custom TallyPrime solutions, API integrations, and workflow automation.
“My goal at Tally Experts is simple: transform complex, fragmented accounting and management tasks into efficient, automated systems—empowering you to reduce errors, save valuable time, and scale with confidence.”Get to know Tally Experts
Compare what matters
Support and service, side by side.
| Comparison point | Tally Experts | Other agencies | Freelancers |
|---|---|---|---|
| 01Initial Technical Review Within 24–48 Hours | Yes | Yes | Yes |
| 02Expert TDL Team & Dedicated Support Specialist | Yes | Yes | Yes |
| 03Principal Architect Review for Complex Workflows | Yes | Yes | No |
| 041-Year AMC & 45-Day Post-Delivery Support | Yes | Yes | No |
| 05Dedicated Channel for Delivery & Testing | Yes | No | No |
| 06TallyPrime Update & Compatibility Support | Yes | No | No |
| 071,000+ Customisations Delivered | Yes | No | No |
Discuss your support needs See how scope and estimates are planned
Before you choose
Four things to check before you commit.
Initial review
A first technical look.
Initial technical review within 24–48 hours, so you know what your requirement involves.
Scope & pricing
Know what the quote covers.
Share the workflow and required output. A clear proposal sets out deliverables, testing, handover and support—so you can compare the scope, not just the price.
The right expertise
Specialists, working together.
An expert TDL team and a dedicated support specialist, with principal architect review for complex workflows.
After go-live
Plan support beyond launch.
Agree who your team can contact, what post-launch help includes and how long it lasts. If you need support beyond year one, confirm renewal terms and charges in writing.
Who we help
Find the right solution for you.
Pick the path that sounds most like you.
Accountants
Remote, cloud and multi-user access to TallyPrime.
CA firms
Multi-client records, GST workflows and reporting.
Business owners
Make TallyPrime fit the way your business works.
Clients
Work grounded in real business needs.
10 clientsRead existing case studies
BilloxyExcel to Tally import- KODOTwo-way Tally sync
API integration
Cloud · Multi-branch access
Sales & purchase voucher imports
Tally to ERP integration- Ritu HealthcareExcel billing & collections
- Thakkar AutomobilesBulk Excel import
API integration- Swastik MachineryReports · Security · Imports
Our team
Meet the people behind the work.
Saloni Verma
Growth and Operations Lead
Saloni Verma
Growth and Operations Lead
As a Growth and Operations Lead at Tally Experts, my vision is to help businesses move forward by bringing together the right technology, processes, and people. At Tally Experts, I’m contributing to building a community where clients, businesses, and their partners can rely on us not just to solve immediate challenges, but to continuously improve, adapt, and grow.
Aditya Singh Rajput
Digital Marketing Project Manager
Aditya Singh Rajput
Digital Marketing Project Manager
As a Digital Marketing Project Manager at Tally Experts, my vision is to lead growth-driven strategies, build high-performing teams, and expand our digital presence across global markets. By combining expertise in SEO, Google Ads, data analytics, and e-commerce, I aim to foster innovation, drive strategic decision-making, and create scalable marketing initiatives that deliver measurable business growth and long-term success.
Nikhil Verma
TDL Developer & Client Solution Expert
Nikhil Verma
TDL Developer & Client Solution Expert
As a TDL Developer and Client Solution Expert at Tally Experts, I focus on developing tailored Tally solutions that align with clients’ business requirements. My role involves understanding operational challenges, building custom TDL solutions, and optimising existing workflows to improve efficiency and productivity. By combining technical expertise with a problem-solving approach, I strive to deliver reliable, practical, and scalable solutions that simplify business operations, enhance user experience, and create lasting value for clients.
Projects
See the problem and the work delivered.
API integration · Two-way Tally syncKODO
Need: Automated two-way data exchange between its software and Tally.
Work: Two-way and historical data sync, plus automatic re-login after session expiry.
Read the KODO case study
Cloud · Multi-branch accessCity Tyres
Need: Centralized access across branches with user- and role-based controls.
Work: Dedicated Tally on Cloud, multi-user access and controlled permissions.
Read the City Tyres case study
Excel to Tally · ImportNovo Fuelogy
Need: Move business data from spreadsheets into the Tally accounting workflow.
Work: An import utility for transactions, with ledger and item creation support.
Read the Novo Fuelogy case studyGuide library
More TallyPrime guides to keep reading.
Choose a topic, see what you’ll learn, and explore the full guide.
Customization
3 guidesCustomization Customization guide
Understand what you can customize in TallyPrime, from invoices and reports to everyday business workflows.
Customization Invoice templates
Build clearer invoices with the right GST fields, payment terms and a layout that suits your business.
Customization Reporting example
See how a custom report uncovered a 2 lakh discrepancy by bringing sales, expenses and margins together.
Customization · Guide
Customization guide
Boost Productivity with Expert Tally Customization Services
Explore Tally customization services for automation, custom invoices, GST-ready reports, third-party integrations, industry workflows, and long-term support.
Customization · Guide
Invoice templates
Professional Invoice Templates: Create, Customize, and Get Paid Faster
Learn how to create professional invoice templates with clear fields, payment terms, GST details, format comparisons, and TallyPrime invoice customization.
Customization · Guide
Reporting example
How a Custom Tally Report Found a ₹2 Lakh Error in 5 Minutes
See how a custom TallyPrime report found a 2 lakh reporting discrepancy by comparing sales, expenses, profit margins, and exceptions in one dashboard.
Connected systems
3 guidesConnected systems Integration guide
Learn how TallyPrime connects with ERP, CRM, e-commerce and other business applications.
Connected systems Excel import guide
Prepare, map and validate spreadsheets before importing ledgers, vouchers and inventory into TallyPrime.
Connected systems Cloud access guide
Explore remote access to client accounts, easier collaboration and fewer dependencies on office systems.
Connected systems · Guide
Integration guide
Tally Integration with Web Applications (ERP, CRM, Billing, Ecom Etc.)
Explore Tally integration with web applications like ERP, CRM, billing, e-commerce, payroll, portals, and custom apps using secure API-based automation.
Connected systems · Guide
Excel import guide
How to Import an Excel File in TallyPrime: Step-by-Step Guide
Learn how to prepare, map, validate and import Excel data into TallyPrime for ledgers, vouchers, invoices and inventory.
Connected systems · Guide
Cloud access guide
Why Accountants Prefer Cloud Tally
See why Cloud Tally helps accountants access client data securely, collaborate faster, manage GST deadlines, audits, and reduce office-system dependency.
Automation
2 guidesAutomation Workflow automation
Find ways to reduce manual entries, speed up approvals and simplify inventory and GST workflows.
Automation Industry workflows
Discover how tailored reports, dashboards and integrations can support the way your industry works.
- Explore all resourcesEvery guide on our blog, in one place.↗
Automation · Guide
Workflow automation
Workflow Automation in Tally: The Smart Way to Run Your Business Faster
Learn how workflow automation in Tally helps businesses reduce manual entries, speed up approvals, improve inventory control, GST workflows, and reporting.
Automation · Guide
Industry workflows
Advanced Custom Tally Solutions for All Industries
Explore custom Tally solutions for industries, including reports, invoices, GST workflows, dashboards, integrations, automation, implementation, and support.
Useful answers
Frequently Asked Questions
Ten short answers about TallyPrime customization. Something specific to your setup? Our team can review it.
Ask our teamTallyPrime customization adapts fields, invoices, reports and workflows to a business process. It can include TDL development, import tools, integration and security controls.
Your requirement needs a feasibility review. A specific invoice, report, approval, import or integration may need customization.
Invoice customization can cover branding, columns, terms and business-specific fields. Share a sample of the output you need.
Integration depends on the systems, records and available interfaces. Describe what must move between the systems.
Excel import work can include ledgers, vouchers and other records. The source file and required entries determine the mapping.
Share the fields, totals and filters your team needs. Report customization can cover financial, inventory, branch and management information.
The current service information describes post-implementation support. Confirm its scope and term in your project quote.
The current website describes remote support across India and international regions. Confirm availability for your location and requirement.
The timeline depends on scope, dependencies and testing. Ask for a project estimate after the workflow review.
The implementation plan should include backups, tests and controlled deployment. Confirm the data and restore checks before changes are made.
Free consultation
Need TallyPrime to work your way?
Customization · Integration · Automation
Describe the problem. Start with a requirement review.
Get in touch
Contact Tally Experts
Call +91 92110 44269, email info@tallyexperts.co.in or WhatsApp us. To share a requirement in detail, use the consultation form on our contact page.
4th Floor, Statesman House, Barakhamba Road, Connaught Place, New Delhi, Delhi – 110001
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