Integrations
Connect what you already run. Replace nothing on day one.
Your team knows its tools. We connect them — so data is entered once, work moves between systems automatically, and you see everything in one place.
How the pieces fit
Existing systems feed one intelligence layer, which powers the functions you run every day.
Detailed guides
Most-requested integrations
Tally
Accounting
Keep Tally as your book of accounts. Connect it to sales, collections, inventory and dashboards.
How it worksWhatsApp
Messaging
Send reminders, quotes and approvals on WhatsApp — and capture replies back into the record.
How it worksExcel & Google Sheets
Spreadsheets
Turn the spreadsheets your business depends on into connected, reliable data — without banning Excel.
How it worksSAP
ERP
Extend SAP Business One or S/4HANA with mobile approvals, WhatsApp workflows and owner dashboards.
How it worksSalesforce
CRM
Connect Salesforce opportunities to Tally invoices, stock and collections so sales sees the whole picture.
How it worksZoho
CRM & Accounting
Connect Zoho CRM, Books or Inventory with Tally, WhatsApp and the rest of your operations.
How it works
Other systems we connect to
The connection method depends on the system and version you use. Feasibility and scope are confirmed during the business audit.
| System | Category | Typical connection method |
|---|---|---|
| Busy | Accounting | Data export / database access |
| Marg | Accounting | Data export / database access |
| IndiaMART | Lead sources | Lead Manager API / email parsing |
| TradeIndia | Lead sources | Lead export / email parsing |
| Gmail & Outlook | Google / Microsoft APIs | |
| Razorpay | Payments | Payments API & webhooks |
| Bank statements | Banking | Statement upload / bank APIs where available |
| GST data | Compliance | Returns & reports from your accounting system |
| Attendance devices | HR | Device software export / API where supported |
| Custom or legacy ERP | ERP | Database, API or scheduled file exchange |
Product names are trademarks of their respective owners and are listed only to describe compatibility. No partnership or endorsement is implied.
One enquiry, five systems, typed once
Example: one enquiry, from first message to the owner's dashboard — typed once.
Step 1
IndiaMART enquiry
Lead source
Step 2
CRM
Captured & assigned
Step 3
Quotation
From price list
Step 4
Customer approval
On WhatsApp
Step 5
Order
Created once
Step 6
Inventory check
Tally / ERP stock
Step 7
Invoice in Tally
Voucher for review
Step 8
WhatsApp notification
Invoice to customer
Step 9
Payment tracking
Bank + reminders
Step 10
Management dashboard
Owner view
Tell us what you run. We'll show you how it connects.
We'll map your current systems, identify manual bottlenecks and show what can be automated.
Free, no obligation. 45–60 minutes with someone who understands Tally, GST and how MSMEs actually run. Prefer WhatsApp? Message us.