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Tally WhatsApp Business Connectivity
Balances and statements, shared securely on WhatsApp
Enable authorised sharing of balances, invoices, statements, and transaction updates straight from Tally over WhatsApp.
“What's my balance?” and “send me last month's statement” are two of the most repeated questions accounts teams field every day. Tally WhatsApp Business Connectivity answers them directly from Tally, over WhatsApp, without a staff member pulling a report each time.
Access is authorised and scoped per customer or vendor, so every balance, invoice, or statement shared is accurate, current, and limited to what that party should see.
Capabilities
Tally data, shared on demand, without manual exports
On-demand balances
Customers and vendors get current balances on request, pulled live from Tally.
Invoice and statement sharing
Share invoices and statements on WhatsApp without exporting and attaching files manually.
Authorised access only
Every share is scoped to the right customer or vendor — no cross-visibility.
Fewer inbound queries
Routine balance and statement questions stop reaching your accounts team by phone.
Who it's for
Built for teams like yours
- Tally users with frequent customer/vendor queries
- Accounts teams
- Wholesale and distribution businesses
The outcome
Accounts teams spend less time answering routine balance and statement queries, and customers get accurate information the moment they ask for it.
Explore more
Other Tally connectivity solutions
Customer Self Service Portal
Controlled, self-serve access to orders and invoices
Vendor and Supplier Portal
Coordinate suppliers without the email back-and-forth
WhatsApp Order to Collection
From order to payment, tracked end to end
WhatsApp Purchase to Payment
Purchase requests to supplier payment, in one flow
Receivables Payables and Reconciliation
Dues tracked, statements shared, exceptions resolved
Customer and Vendor Document Exchange
Onboarding records, invoices, and proofs — all tracked
See Tally WhatsApp Business Connectivity in action
A short WhatsApp conversation is all it takes to get a walkthrough tailored to your business.