Tally and WhatsApp API Integration Solution
A comprehensive marketing approach for a business, product or service.
Please find your invoice attached. 11:30 AM
Introduction to Tally Software
Tally is one of the world's most trusted accounting and business management software solutions, used by millions of businesses.
Financial Accounting
Inventory Management
GST Compliance
Payroll Processing
Invoicing & Billing
Business Reports & Analytics
What is WhatsApp Business API?
Enables businesses to communicate with customers at scale via WhatsApp, transforming how companies interact with their audience.
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.
Tally
TALLY ERPSecure API
Why connect Tally + WhatsApp?
Larger Reach
Connect with customers on their preferred platform
Easy Communication
Instant and direct messaging
Automation
Reduces manual work and errors
Real-time Updates
Keeps customers informed instantly
Higher Engagement
WhatsApp messages have 98% open rates
Automatic Invoice Sharing via WhatsApp
Invoices from Tally, delivered instantly to your customers on WhatsApp.
INVOICE
Send Product Catalogue via WhatsApp
Share product catalogues with images, descriptions and pricing directly from Tally inventory — all via WhatsApp.
Automated Payment Reminders
Stay on top of collections with intelligent, automated reminders powered by Tally + WhatsApp API.
Smarter Tally. Powerful WhatsApp Automation.
Go beyond invoices and payment reminders with intelligent inventory automation, customer communication, financial transparency and centralized governance.
📦 Dead Stock Liquidation & Clearance Campaigns
Unlock idle capital by turning slow-moving inventory into revenue.
Automatically isolates products that have positive warehouse stock but zero sales movement over a configurable period.
Instantly compiles an attractive, discounted PDF catalog with product photos and promotional pricing.
Staged 24-hour review window allows managers to inspect the batch, uncheck specific items or approve broadcasts on their own terms.
Blacklist items with one click to keep specific strategic inventory excluded from discount blasts.
New Product Announcement & Intimation Engine
Notify your entire customer base the moment new stock hits your warehouse.
Senses new stock items added to the inventory master and schedules broadcast announcements.
High-resolution product images, specifications, part numbers and rates delivered directly to all active sundry debtors.
Sales teams can broadcast a specific item directly from the dashboard whenever a flash arrival happens.
On initial rollout, all existing catalog items are safe-seeded so legacy inventory does not trigger bulk messages.
📖 Customer Ledger & Account Portal
Equip your sales team and customers with real-time financial transparency.
Live querying of any debtor’s ledger with custom financial-year date filters.
Instant visual overview of Total Opening Balance, Total Pending Amount, Overdue Bill Count and Days Past Due.
Restrict sales representatives to only view customers and ledger statements mapped to their specific portfolio or region.
⚙️ Unified Admin Command Center & Governance
Total visibility, security and messaging governance in one modern dashboard.
Real-time diagnostics monitoring connectivity to local or cloud-hosted ERP instances.
Daily messaging limits with reserved message buffers ensure critical invoices are always delivered before promotional broadcasts.
Override customer-facing catalog prices without modifying internal ERP purchase rates.
Complete inspection log of every message dispatched, skipped
(e.g., missing phone number, quota ceiling) or failed.
Complete user management with Superadmin, Operator and Viewer security policies.
ARCHITECTURE &
TECHNICAL SPECIFICATIONS
ERP Compatibility
Compatible with Tally Prime (Local Network, Cloud RDP or AWS/Azure instances) via XML/ODBC protocols.
Messaging Infrastructure
Official Meta WhatsApp Cloud Business API (WABA) with verified business checkmarks and zero risk of SIM blocking.
Backend Architecture
High-performance asynchronous FastAPI microservices containerized via Docker.
Database & Cache
MongoDB for real-time audit logging, media storage, session mapping and rate-limit counters.
PDF Rendering Engine
ReportLab automated vector PDF compilation with dynamic product photography and custom branding.
Deployment Options
Docker Compose, Dedicated Cloud VPS, AWS, GCP or On-Premise Hybrid configurations.
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.Order Confirmations
Instant order confirmation messages sent to customers on WhatsApp.
Promotional Messages
Send offers, discounts and updates to drive engagement and boost sales.
Delivery Updates
Keep customers informed with real-time delivery and tracking updates.
Stock Availability Alerts
Notify customers about product availability and back-in-store updates.
Two-Way Communication
Enable customers to reply, ask questions and place orders seamlessly.
Statement of Accounts
Share account statements and outstanding balances quickly and securely.
Simple. Secure. Scalable.
Your Business Data in Tally
Smarter Communication. Happier Customers.
Customer Satisfaction
Keep customers informed and delighted.
Operational Efficiency
Automate tasks and save time & effort.
Improved Cash Flow
Faster payments and better collections.
Competitive Advantage
Deliver better service, stay ahead.
Scalable Solution
Built to grow with your business.
