Take Tally
Beyond The Finance Team

FROM YOUR MOBILE AND BROWSER

BY YOUR SALES TEAM

BY YOUR LEADERSHIP TEAM

STAY CONNECTED

ANYWHERE

RIGHT NOW

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Precision Analytics
in the Palm
of Your Hand.

Your Data, Your Analytics

Create your own cards in the Dashboard. Choose the business indicators in a visualization that helps you make better decisions

Love Pivot Tables?

Create your Reports using any data from Tally. Now every Tally User's wish in their hand - The power of Pivot Tables and the data from Tally – married, now at your disposal.

Execution Engine

Sales Order Management

Turn your sales team into a real-time execution engine.

No more missed opportunities, duplicate data and redundant software – now capture orders directly into your Tally with zero delay. Convert Orders to Invoices at the click of a button and also track what's pending to deliver, within tally.

Empower your team to place orders directly from the field using mobile or desktop — with live inventory, customer insights, and built-in approval workflows.

task_alt What you can do

  • • Place orders instantly from anywhere
  • • Check real-time stock across locations/Companies
  • • View customer credit limits, overdue bills, and history
  • • Capture orders using barcode/QR scanning
  • • Submit orders for approval before final posting in Tally
  • • Create quick draft orders for faster field operations
  • • Sales team not familiar with your Item names/code? No problem, now they can just describe the item and post the order (or) just upload a photo with the order!

trending_up Why it matters

  • • Faster order processing
  • • Fewer errors and back-and-forth with accounts
  • • Better coordination between sales and finance
  • • Complete control with permission-based data access
Self-Service Portal

Extend a Portal for Your Customers

Give your customers direct, secure access to their business data.

Create a personalized, role-based portal where customers can view transactions, track orders, and place new requests — all powered by live Tally data. Give access to prices, stock availability, stock location details, outstandings, credit limit – ONLY if you want!

person_outline What your customers can do

  • • View invoices, receipts, and transaction history
  • • Track outstanding and overdue payments
  • • Place orders independently
  • • Upload documents and attachments
  • • Monitor order status in real time

auto_awesome Why it matters

  • • Reduce calls and manual follow-ups
  • • Improve transparency and trust
  • • Speed up order cycles and collections
  • • Strengthen customer relationships
Next-Gen Experience

Modern B-Commerce Ordering

Bring an e-commerce experience directly into your Tally system.

Showcase your products in a clean, modern catalog interface while ensuring every order flows directly into Tally instantly!— no duplication, no manual entry.

shopping_basket Key capabilities

  • • E-commerce-style product catalog with images and details
  • • Real-time pricing and inventory from Tally
  • • Orders automatically recorded in Tally
  • • No need for separate systems or integrations
  • • No more redundant systems or costly & broken integrations!

rocket_launch Why it matters

  • • Eliminate duplicate work
  • • Reduce operational errors
  • • Faster order-to-invoice cycle
  • • Seamless buying experience for customers
Workflow Engine

Authorization Workflows

Keep approvals moving — no matter where your team is.

Streamline approvals for orders, expenses, and payments with mobile-ready workflows and complete visibility – Anywhere, Anytime!

check_circle What you can do

  • • Approve or reject requests from anywhere
  • • Configure multi-level approval hierarchies
  • • Trigger approvals based on exceptions (credit limit exceeded/overdue bills)
  • • Track status and view rejection reasons
  • • Enable escalation when managers are unavailable

visibility Why it matters

  • • Faster decision-making
  • • Reduced operational bottlenecks
  • • Full transparency and audit trails
  • • Ensure high-value transactions are given the priority it demands
Financial Intelligence

Daily Ledger Reports

Access critical financial data anytime, without relying on your accounts team.

Give your teams secure, role-based access to ledgers, outstanding reports, and order tracking — directly from Tally.

account_balance_wallet What you can do

  • • View customer outstanding balances and aging
  • • Track pending and fulfilled orders
  • • Access bill-wise details and transaction history
  • • Share invoices instantly
  • • Datalynkr automatically uses the custom format you use for invoices in Tally

insights Why it matters

  • • Faster, more informed sales decisions
  • • Reduced dependency on finance teams
  • • Improved customer conversations
  • • Better visibility into pending and completed orders
Business Intelligence

Dynamic Dashboards

Turn your Tally data into real-time business intelligence.

Get a complete, visual overview of your business with interactive dashboards that update instantly based on your selections.

query_stats What you can do

  • • Monitor sales, profitability, and inventory trends
  • • Track receivables and cash flow in real time
  • • Drill down by customer, product, region, or salesperson
  • • Identify high-performing and underperforming areas

rocket_launch Why it matters

  • • Make faster, data-driven decisions
  • • Spot trends and risks early
  • • Improve sales performance and inventory planning
  • • Move from reactive reporting to proactive strategy
Transaction Management

Payments & Collections

Take Control of Cash Flow — From Anywhere

Capture, approve, and record every payment, expense, and collection directly into Tally — without delays, paperwork, or back-and-forth. Whether your team is in the field or at the office, ensure every financial transaction is tracked, verified, and updated in real time.

Seamlessly submit and manage expense claims, vendor payments, and customer collections — all flowing through structured approval workflows before being finalized in Tally.

payments What you can do

  • • Submit expenses, payments, and collections from mobile or desktop
  • • Attach bills and supporting documents
  • • Send entries for approval before posting
  • • Track status in real time
  • • Record transactions in Tally after approval

trending_up Why it matters

  • • Faster collections and better cash flow visibility
  • • Reduced manual errors and missing documentation
  • • Streamlined approvals with full control
  • • Clear audit trail for every transaction
Reporting Engine

Custom Reports

Build the Exact Report You Need — In Minutes

Create powerful, flexible reports tailored to your business — without Excel, without formulas, and without depending on support.

With DataLynkr’s Custom Reports, you can design your own reports using a simple drag-and-drop interface, powered by live Tally data. Whether you’re analyzing sales, tracking inventory, or reviewing financials, get exactly the view you need — instantly.

grid_view What you can do

  • • Create reports using drag-and-drop
  • • Arrange fields into rows and columns
  • • Apply filters for focused analysis
  • • Access live data — no exports needed
  • • Save and reuse report formats

insights Why it matters

  • • No dependency on Excel or support teams
  • • Get instant answers to business questions
  • • Flexible reporting tailored to your needs
  • • Faster, data-driven decision-making

Lightning Quick

Real-time Sync

Your Tally data is synchronized instantly, providing your sales team with accurate inventory and ledger balances the moment they need it.

Zero Latency

Built on architectural principles of speed. No more waiting for end-of-day reports. View pending orders and outstanding amounts instantly.

ECOSYSTEM

Designed for Your Growth.

Sales Intelligence

Empower your field agents with customer outstandings, credit limit and purchase history directly during client meetings.

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Secure Access

No data gets stored outside your Tally or your devices!

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devices

Cross-Platform Compatibility

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Predictive Insights

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View all Features

Simplified Workflow

Remove the friction between your sales floor and the accounting desk by automating routine approvals and data entry.