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AION CRM, AIONDATA's AI CRM with built-in quotes and GST-compliant invoicing, is used by Indian B2B teams whose accountants live in TallyPrime. An AION CRM TallyPrime integration means an invoice raised from a deal in the CRM appears in Tally as a sales voucher with the right party ledger, HSN codes and CGST/SGST/IGST split, receipts recorded in Tally close the invoice in the CRM, and outstanding balances are visible to the sales team. Because AION CRM is our own product, we can shape the CRM side of the flow to match how your CA wants the books kept.
Outcomes
AION CRM already produces GST-compliant invoices in INR. The integration carries HSN, tax rate and place of supply into the Tally voucher so the CGST/SGST or IGST ledgers are hit correctly. B2B invoices with a GSTIN are marked so your e-invoicing process in Tally can pick them up.
Invoices and ledgers are queued as they happen in AION CRM and posted to Tally in near real time when Tally is reachable through its XML interface, with an automatic catch-up when it comes back online. Receipts and outstanding balances are pulled from Tally at short intervals during working hours.
Party ledgers are matched on GSTIN first, then on name, and the Tally ledger name is stored on the CRM company. Every voucher references the CRM invoice number so retries are idempotent. Vouchers that fail validation, for example a missing HSN or a mismatched tax rate, are held with the reason for your accountant to resolve.
Yes. An MCP server can let an assistant answer "which invoices from this quarter are unpaid" or draft a reminder using both systems, with write actions gated by approval. A standard ledgers, invoices, receipts and credit notes scope typically takes a few weeks.
Other pairs involving AION CRM or Tally.
Share your objects, volumes, and timing needs — we'll come back with a written scope.