Setup guide

Your AI, connected to Tally.

Start on the Windows PC that runs TallyPrime. TallyCopilot will walk you through connecting Claude or ChatGPT.

1. Install TallyCopilot

   Download the Windows app, run the installer, and open TallyCopilot.

   Download for Windows  ↗

2. Keep TallyPrime open

   The app checks for Tally on this computer. Follow the connection check during setup to see which books are available.

3. Choose your AI

   Choose Claude or ChatGPT, then where you use it. Follow the illustrated steps in the app. You can return to them any time using How to connect at the top of TallyCopilot.

   For website and mobile connections, the app asks you to sign in and connect this computer first. For mobile, complete the provider setup on a computer and use the same AI account on your phone.

4. Ask about your books

   Open your connected AI and try “What were my sales last month?” Keep TallyPrime and TallyCopilot running on your Windows PC while you use the connection.

Your entries stay unchanged. The current release reads your books. It doesn’t create or edit entries.