AIMS and Tally
Tally stays your books of account. AIMS reads from it, so the people who sell, service and move stock see the same invoices, customers and items your accountant does, without anyone typing them twice.
AIMS V2AIMS IQ
What it does
- Pull sales, purchase, AMC and service invoices, suppliers, expenses and delivery challans for a date range and branch.
- AIMS IQ also pulls customers, products, receipts and credit notes.
- Everything lands in a review inbox first. You check it, then post it to AIMS or send it back.
- Customers, suppliers and products are matched to what is already in AIMS, or created as they come in.
- Connects to TallyPrime on your network, directly or through a small connector on the Tally computer.
Good to know: The sync runs from Tally into AIMS, when you start it. Posting back into Tally is limited today; tell us your setup on the demo call.
Where it shows up in AIMS
- Invoicing and payments
Invoices come from the order, and payments are recorded against them.
- Inventory across locations
Know what you have, where it is, and what is already promised.
- Customer records and activity
One record for every account, with its contacts, notes and visits.
Questions
Does AIMS replace Tally?
No. Tally stays your books of account and your accountant keeps working in it. AIMS brings Tally data to the teams that sell, service and manage stock.
Does the sync run on its own?
You start it for a date range and branch. Records wait in a review inbox, so nothing reaches AIMS until someone has checked it.
Does Tally need to be on the internet?
No. AIMS reaches TallyPrime on your network, either directly or through a small connector installed on the Tally computer.
Can AIMS post invoices back into Tally?
Only in a limited way today. Tell us how your Tally ledgers are set up and we will say plainly what works for you.
Guides on this topic
- Lead to cash, and where deals leak on the way
The handoffs where B2B deals lose time and money between lead, quote, order, invoice and payment, and how to close each gap.
Other integrations
See AIMS with Tally
Book a demo and tell us how you use it today. We will show what connects and how.
Book a demo