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Approved here.
Posted in your Tally.

The Tally Bridge is a small Windows app that sits next to your Tally. When you approve a bill in TaskAutomate, the bridge posts the voucher into Tally Prime or ERP 9 for you. No XML files, no importing by hand.

How the Tally Bridge connects

Online

TaskAutomate

Reads the bill, works out its ledgers and voucher type, and holds it until you approve.

On a PC in your office

Tally Bridge

Picks up approved vouchers and hands them to Tally, then reports back whether each one posted.

Where your books are

Tally Prime or ERP 9

Receives the voucher like any entry your accountant makes, against the ledgers you already use.

nothing to open on your router

Set up in about 15 minutes

Do it yourself, or book a free call and we’ll do it with you on screen.

  1. 1

    Get your bridge key

    In TaskAutomate, go to Settings → Tally → Bridge Devices and add a device. Copy the key it shows you, then download the installer.
  2. 2

    Install it next to Tally

    On the Tally PC or any Windows PC on the same office network. Paste the key when asked, and it runs quietly in the background.
  3. 3

    Turn on Tally’s connectivity port

    In Tally’s connectivity settings, allow it to accept connections on port 9000. One setting, done once.
  4. 4

    Approve a bill and check Tally

    The voucher appears in Tally within seconds, and the push queue shows it as posted.

What you need

  • A Windows PC on the same network as Tally. It can be the Tally PC itself.
  • Tally Prime or Tally.ERP 9, with Tally’s connectivity port turned on (9000 by default).
  • An internet connection on that PC. Nothing needs to be opened on your router.

You stay in control

  • Only vouchers you have approved are sent to Tally.
  • The push queue shows every voucher as posted or failed, and you can retry a failed one.
  • Change the Tally address or port from your dashboard, without reinstalling.

Guides

Tally Bridge questions

Does the Tally Bridge work with both Tally Prime and Tally ERP 9?

Yes. The Bridge uses Tally’s standard HTTP-XML interface on port 9000, so Tally Prime and Tally.ERP 9 can both receive vouchers from it once that port is turned on.

Where does the Tally Bridge run — on the cloud or on our office computer?

On a Windows PC inside your office network, next to Tally. It runs as a background Windows service, so it starts when the computer starts. It only makes outgoing secure connections to TaskAutomate, so nothing needs to be opened on your router.

Is the Tally Bridge secure?

Each Bridge uses its own device key, created in Settings → Tally → Bridge Devices and shown once. The key only lets the Bridge collect your approved vouchers and report back. The connection to Tally stays inside your office network. If a PC is lost or replaced, remove that device and its key stops working.

What happens if Tally is closed or the network is down?

The voucher cannot post until Tally is reachable. It shows in the push queue, and once Tally is back you can retry it from there. Nothing is lost and you never re-enter the bill.

Does it handle GST ledgers and voucher types?

Yes. The CGST/SGST/IGST split, the ledger names and the voucher type are worked out in TaskAutomate before anything is sent. Ledger names come from each bill’s expense type, so there is no mapping table to maintain, and if a ledger the voucher needs does not exist yet, it is created in Tally along with the voucher.

Can I review and approve vouchers before they post?

Yes. Only vouchers you have approved in TaskAutomate are sent to the Bridge.

How is this different from a CSV export or XML import into Tally?

An export still needs someone to download a file, switch to Tally, import it and fix mapping errors. With the Bridge, an approved voucher lands in Tally within seconds with its ledgers and tax already in place.

What does it cost? Is it a separate add-on?

It is included with every TaskAutomate plan and the free trial. There is no separate licence and no per-voucher charge. You only need a Windows PC on the same network as Tally.

Included on every paid plan.

The Tally Bridge isn’t an add-on. It comes with Starter, Professional and Enterprise, and with your free trial.