Before You Start

1. Sign up at https://app.aiaccountant.com/sign-up

Click below for a detailed step by step registration guide

Ai Accountant Registration Step By Step Guide

1. Keep Tally open at all times

2. Ensure Tally Prime version is 5.1 or above

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STAGE 1: Configure Tally

Note:

If you are facing any issues in any of the above steps check our troubleshooting guide.

You will find the troubleshooting guide for each stage at the end of that stage.

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Step 1a: Enable ODBC / Server Mode

1. Open Tally Prime

Launch Tally Prime on your computer.

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2. Go to Gateway of Tally‍

Once your company opens, you will land on the Gateway of Tally screen.

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3. Press F1 to open the Help menu‍

When you press F1, a dropdown menu will appear with options such as Tally Help, What’s New, Upgrade, Settings, etc.

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4. Select “Settings”

From the Help menu, click on Settings. A new Settings panel will open on the right side.

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5. Select “Connectivity”‍

Inside the Settings panel, click on Connectivity.

When you do this, Tally will display a list of Connectivity configuration options.

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Step 1b: Configure Client/Server Settings

1. Inside Connectivity Settings, click Client/Server Configuration

A configuration box will open.

In this box, there are three fields.

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2. Set TallyPrime acts as: Both

In the popup, look for the  first field labeled Enable ODBC.

Set this to Yes.

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3. Next, set Enable ODBC = Yes

In the same popup, look for the second field labeled Enable ODBC.

Set this to Yes.

This ensures AI Accountant can read data from Tally through ODBC.

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*4. Note the Port Number (default: 9000)

Just below the ODBC field, you will see the Port number.

This is the port AI Accountant will use to connect to Tally.

By default, it is usually 9000 or 9001.

Make a note of this number — you will enter it during integration.

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5. Press Ctrl + A to save

Once all values are set, press Ctrl + A to accept the changes.

Tally will apply your configuration.

6. Let Tally restart automatically

After you press Ctrl + A, Tally may show a quick loading message and automatically restart itself to apply the new Connectivity and ODBC settings.

You do not need to close or reopen Tally manually.

Tally will:

1. Close the configuration window
2. Refresh/reload the application
3. Open again on Gateway of Tally with the company selected

Once Tally has restarted and the company is reopened, your settings are fully applied.

Stage 1 Troubleshooting

STAGE 2: Install & Connect AiA Connector

Step 2a: Download AiA Connector

1. In AI Accountant web app, click Connect under Tally

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2. Click Download Aia_tally_Connector.exe

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Make sure you download it on the same machine where Tally is installed

3. Confirm the file is downloaded

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Step 2b: Install AiA Connector

1. Run Aia_tally_Connector.exe
   • 📸 Screenshot: Installation start screen
2. Allow admin permissions
3. Follow the installation wizard
4. Select the Tally Prime installation folder
   • 📸 Screenshot: Folder selection screen (Tally Prime.exe path)
5. Finish installation
   • 📸 Screenshot: Installation success screen

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Step 2c: Verify TCP File in Tally

1. Go to Gateway of Tally → F1: Help → TDLs and AddOns
   • 📸 Screenshot: Navigation to TDLs & AddOns (Need GIF in this section)
2. Click Manage Local TDLs
   • 📸 Screenshot: Manage Local TDLs screen
3. Check if ai-accountant.tcp is shown
   • 📸 Screenshot: ai-accountant.tcp entry visible
4. Confirm Load TDL = Yes
   • 📸 Screenshot: Load TDL = Yes toggle

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Step 2d: Restart Tally & Reconfirm

1. Close Tally fully
2. Reopen Tally
3. Go to TDLs and AddOns
4. Confirm ai-accountant.tcp is still loaded
   • 📸 Screenshot: TDLs screen after restart

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Step 2e: Login to AiA Connector

1. Open AiA Connector

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2. Login using your AI Accountant credentials‍

Enter the email ID and password you set earlier..(check this info)

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3. Wait for Connection Status

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4. Confirm status shows Connected

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STAGE 2: AiA Connector Installation & TDL Load Issues

STAGE 3: Connect Company & Sync Data

Step 3a: Select Company in Tally

1. Go to Gateway of Tally

It appears once you open tally prime.

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2. Select your company

It appears on left side of tally prime. (How do they open it…by just clicking on the name?)

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3. Open the company

(Need to show what appears after opening company….)

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4. Keep Tally running

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Step 3b: Connect Company in Web App

1. Go to https://app.aiaccountant.com
2. Scroll down → click Next
   • 📸 Screenshot: “Next” button screen
3. Select the Tally company shown

Here it is showing Benj and Co, the one that we had on our tally gateway dashboard.

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1. Click Connect
   • 📸 Screenshot: Connect button selected
2. Wait for data fetch

STAGE 3: Company Selection & Sync Issues

STAGE 4: Configure Data & Tax Settings

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Step 4a: Verify Company Details

1. Review the pre-filled company details

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2. Correct if needed

3. Click Save

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Step 4b: Map GST Rates

1. Select the GST slab shown on the left (On the left or right on the line)

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2. Select correct ledger on the right

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3. Map Input & Output GST (what image for this section?..The next button is after input output matching?)

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Step 4c: Map TDS Rates

1. Select TDS rates

Once you press next after mapping GST Rates, you will automatically get to TDS Map. If not, you can select it on the top bar.

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2. Choose corresponding TDS ledger

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Step 4d: Configure Bank Accounts

1. Review bank & cash ledgers on left  (On the left or right on the line)

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2. Fill the account type

Select whether it’s a bank account or credit card under the account type.

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3. Select correct bank name (Ledger name and bank name same?)

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4. Enable Use in AI Accountant

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5. Save (Where is the save button?)

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Step 4e: Invoice Generation Setup

1. Select Automatic or Manual invoice numbering

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2. Click Save & Proceed

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STAGE 4: GST, TDS, Bank & Invoice Setup Issues

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STAGE 5: Final Check

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Step 5a: Verify Sync & Dashboard

1. Go back to the dashboard…or you will be directed to where you can see if tally is connected.

2. Click Sync Masters

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3. Verify Vendors, Customers, Chart of Accounts

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4. Open Dashboard

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STAGE 5: Sync & Dashboard Issues

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