How to Use Your AI Accountant

From signup to pushing vouchers to Tally — here is everything you need to know, step by step.

01Step 01 — SIGN UP

Sign Up & Get Started

  • Sign up with Google OAuth or email + password
  • Verify your email (Google users auto-verified)
  • Free tier: 100 transactions every month, no credit card needed
  • Works for CAs, accountants, bookkeepers — anyone who uses Tally
app.youraiaccountant.com/signupCreate your accountStart automating Tally data entryContinue with GoogleorEmail addressPasswordSign Up Free100 free transactions/month
02Step 02 — INSTALL BRIDGE

Install the Tax One Bridge

  • Download from your dashboard — lightweight Windows app (~15 MB)
  • Runs silently in the system tray — no terminal, no command line
  • Auto-starts on Windows boot — always ready when Tally is running
  • Pair with your account using a simple 6-digit code
Download Tax One BridgeWindows 64-bitDownload Bridge15.2 MBBridge v4.2.0RunningAuto-start: OnPaired with: prathyush@...T14:32 PM
03Step 03 — CONNECT TALLY

Connect to Tally

  • Bridge auto-detects Tally Prime or ERP 9 running on your machine
  • Enable ODBC in Tally: Gateway of Tally → Configure → Set Port to 9000
  • System tray icon: green = connected, yellow = connecting, red = error
  • Your Tally data never leaves your office network
Bridge StatusTally DetectedTally Prime 5.0ODBC Port9000ConnectionSecure tunnel activeYour data never leaves your officeSystem Tray IndicatorT1ConnectedT1ConnectingT1Error
04Step 04 — SYNC CLIENTS

Sync Clients from Tally

  • Pull your client companies directly from Tally via the Bridge
  • No manual entry — just sync and your Tally companies appear as clients
  • GSTIN, PAN, and company details synced from Tally automatically
  • Switch between companies in the dashboard anytime
Sync Companies from TallySync NowCOMPANY NAMEGSTINSTATUSAABC Traders Pvt LtdFY 2025-2636AABCT1234M1ZASyncedXXYZ EnterprisesFY 2025-2636BCDXY5678K1ZBSyncedSSharma & CoFY 2025-2636EFGSH9012P1ZCSynced3 companies synced from TallyLast synced: 2 min ago
05Step 05 — PULL LEDGERS

Pull Ledger Masters from Tally

  • Sync your chart of accounts from Tally with one click
  • All ledger names, groups, and GST details pulled automatically
  • Ledger cache refreshes periodically — always up to date
  • AI uses your actual Tally ledgers for mapping (no guessing)
Pull Ledger MastersPull from TallyLEDGER NAMEGROUPGST RATESoftware ExpensesIndirect Expenses18%Bank of IndiaBank Accounts--CGST InputDuties & Taxes--Sales AccountSales Accounts18%248 ledgers pulledLast synced: 2 min ago
06Step 06 — UPLOAD

Upload Documents

  • Bank Statements: PDF, Excel, CSV from 50+ Indian banks
  • Purchase & Sales Registers: Excel spreadsheets
  • GSTR-2B / GSTR-2A / GSTR-1: Excel from GST portal
  • PDF Invoices: bulk purchase and sales OCR
  • Drag-and-drop upload with auto-format detection
Drop files here or click to uploadPDF, XLSX, CSV supportedPDFXLSXCSVJSONRECENT UPLOADSPDFHDFC-Mar2026.pdfBank Statement142 transactionsXLSPurchases-Q4.xlsxPurchase Register89 entriesGSTGSTR2B-Mar.xlsxGST Return56 entriesZIPInvoice-batch.zip23 PDF InvoicesProcessing...
07Step 07 — CATEGORIZE & PUSH

AI Categorizes & Push to Tally

  • AI maps every transaction to the right Tally ledger automatically
  • Review suggestions — fix a mapping once, AI remembers forever
  • Pre-push validation catches errors before anything reaches Tally
  • One click pushes clean vouchers to Tally with real-time progress
  • Full push history with undo — re-edit and re-push anytime
DESCRIPTIONMAPPED LEDGERCONF.Amazon Web ServicesRs. 42,800Software Expenses98%Swiggy CorporateRs. 1,420Staff Welfare95%Rent PaymentRs. 35,000Office Rent100%Pushing to Tally PrimeLIVE38 of 42 vouchers pushed90%Payment (12)Receipt (8)Journal (6)Purchase (16)Push CompleteView History

90%

Less manual work

10x

Faster data entry

100

Free credits/month

99.8%

Mapping accuracy

Ready to automate your Tally data entry?

Join thousands of CAs, accountants, and bookkeepers who save hours every day with automated Tally data entry workflows.

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100 free transactions every month. No credit card required.