Connections

Bring the context behind your numbers.

Use supported connections for specific financial tasks, alongside the documents you upload.

Available in early access

Documents

Upload receipts, supplier invoices and income statements. Tally prepares drafts with the source attached.

Uploads create records through supported document workflows.

Subject to workspace availability

Gmail

Search and read email context. Prepare drafts and send messages through authorized operations.

Automatic receipt-attachment import and bank matching are not included.

Subject to workspace availability

QuickBooks

Selected operations include querying invoices, reading profit-and-loss reports and creating an invoice with authorization.

This is not continuous synchronization between Tally and QuickBooks.

Specific actions, clear permissions.

Connections depend on your workspace, provider access and permissions. Reading records, preparing changes and synchronizing accounts are different capabilities. External changes follow your approval policy.

See what we’re working toward