Anyone using a BI tool to get better insights from Tally® data?

Paul Smith (Finance Analyst) (1 Points)

30 April 2025  

Hi all,

I’ve been exploring ways to get more out of the data we already have in Tally®, especially when it comes to visualizing trends, tracking KPIs, and making quick decisions without digging through reports manually.

Recently, I came across a tool called Talligence, which integrates directly with Tally®. It uses AI and machine learning to generate dashboards and performance metrics, and it even has a virtual assistant that lets you ask questions like “What are my top-selling products this week?” — and it responds instantly.

Some useful features I’ve seen:

  • Pre-built dashboards for sales, purchases, and more

  • KPI tracking with custom targets and alerts

  • Cloud syncing via Tally® ODBC

  • Mobile app access with user-level controls

What stood out is how easy it is to set up without needing deep tech knowledge. They offer a 7-day free trial, which I found useful for testing things out.

Just wanted to share in case others here are facing similar challenges with reporting in Tally®. Has anyone else tried this or other BI tools with Tally®? Would love to hear your thoughts or recommendations.

Thanks!