Tally and WhatsApp API Integration Solution
CORP MARVEL INFOTECH

Tally and WhatsApp API Integration Solution

A comprehensive marketing approach for a business, product, or service.

API
WhatsApp
Hello Rajesh,
Please find your invoice attached. 11:30 AM
Payment Reminder 11:32 AM
TALLY

Introduction to Tally Software

Tally is one of the world's most trusted accounting and business management software solutions, used by millions of businesses.

01

Financial Accounting

02

Inventory Management

03

GST Compliance

04

Payroll Processing

05

Invoicing & Billing

06

Business Reports & Analytics

WHATSAPP BUSINESS API

What is WhatsApp Business API?

Enables businesses to communicate with customers at scale via WhatsApp, transforming how companies interact with their audience.

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2+ Billion Users Globally
REAL-TIME Personalized Communication
AUTOMATION At Scale
Supports automated messaging, notifications, customer support, and rich media sharing
Enables broadcast messaging, chatbots, and seamless two-way conversations
Trusted by leading businesses worldwide to enhance customer engagement and satisfaction
Facilitates real-time, personalized communication between businesses and customers
BETTER ENGAGEMENT
HIGHER SATISFACTION
OUR INTEGRATION SOLUTION

Whatsapp + Tally

Our solution seamlessly integrates Tally ERP with the WhatsApp Business API, enabling automatic sharing of invoices, payment updates, and other business information via WhatsApp. This reduces manual work, minimizes errors, and keeps customers informed in real time through a single, efficient workflow.

T

Tally

TALLY ERP
API

Secure API

W

WhatsApp

BUSINESS API
KEY BENEFITS OF THE INTEGRATION

Why connect Tally + WhatsApp?

01

Larger Reach

Connect with customers on their preferred platform

02

Easy Communication

Instant and direct messaging

03

Automation

Reduces manual work and errors

04

Real-time Updates

Keeps customers informed instantly

05

Higher Engagement

WhatsApp messages have 98% open rates

FEATURE 01

Automatic Invoice Sharing via WhatsApp

Invoices from Tally, delivered instantly to your customers on WhatsApp.

PDF Invoices Delivered Instantly
Triggered Automatically
Customers Get Invoices in Real Time
Faster Payments, Better Cash Flow
GST Compliance Invoices
TALLY ERP 9

INVOICE

Invoice No
Date 15 May 2025
ABC Traders online
Hello Rajesh,
Please find your invoice attached. 11:30 AM
FEATURE 02

Send Product Catalogue via WhatsApp

Share product catalogues with images, descriptions, and pricing directly from Tally inventory — all via WhatsApp.

Live Data from Tally Inventory
Rich Media with Images & Pricing
Easy Ordering via WhatsApp
No Printed Catalogues
Targeted Sharing to Customer Groups
Faster Responses, Faster Fulfillment
Smart Sharing. Happy Customers.
PRODUCT
Product Catalogue Live Products & Inventory in Tally
WhatsApp
Product Catalogue
Images & Pricing
FEATURE 03

Automated Payment Reminders

Stay on top of collections with intelligent, automated reminders powered by Tally + WhatsApp API.

Auto-fetch pending payments from Tally
Timely reminders before, on, and after due dates
Personalized messages with invoice & amount due
Improves collection rates & reduces bad debts
Saves time with no manual follow-ups
Tally
Pending Data from Tally
Smart Reminder
Schedule
ABC Traders
Business Account
ADDITIONAL FEATURES

Additional Features

Beyond core automation, our Tally and WhatsApp API integration solution offers a comprehensive suite of features designed to streamline every aspect of your business communication.

Keep your customers informed, engaged, and connected at every stage.
01

Order Confirmations

Instant order confirmation messages sent to customers on WhatsApp.

02

Promotional Messages

Send offers, discounts, and updates to drive engagement and boost sales.

03

Delivery Updates

Keep customers informed with real-time delivery and tracking updates.

04

Stock Availability Alerts

Notify customers about product availability and back-in-store updates.

05

Two-Way Communication

Enable customers to reply, ask questions, and place orders seamlessly.

06

Statement of Accounts

Share account statements and outstanding balances quickly and securely.

Automate Communication Improve Customer Experience Increase Efficiency & Sales Build Stronger Relationships
HOW IT WORKS

Simple. Secure. Scalable.

01
Tally

Your Business Data in Tally

02
Secure API Connection
03
Real-Time Data Sync
04
Custom Message Templates
05
Simple Setup & Configuration
06
Scalable Architecture
Reliable. Secure. Scalable. Built to grow with your business. Instant Delivery to Customers via WhatsApp
WHY CHOOSE THIS SOLUTION?

Smarter Communication. Happier Customers.

01

Customer Satisfaction

Keep customers informed and delighted.

02

Operational Efficiency

Automate tasks and save time & effort.

03

Improved Cash Flow

Faster payments and better collections.

04

Competitive Advantage

Deliver better service, stay ahead.

05

Scalable Solution

Built to grow with your business.

Secure Reliable Real-Time Future-Ready
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