AION CRM + TallyPrime integration
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.
California-based leadership · Serving US and international teams
Your integration, scoped before we build
- Object and field mapping for your workflows
- Sync timing, error handling and reconciliation
- Written scope, timeline and support options
Outcomes
Why teams connect AION CRM and Tally
- Invoices are raised once, from the deal, and land in Tally correctly classified for GST returns.
- Sales reps see who has paid and who is overdue without asking accounts.
- The accountant stops re-entering CRM invoices and chasing missing GSTINs.
- Quotes and invoices in AION CRM use the same item master and rates as Tally.
AION CRM Tally Integration FAQs
How is GST handled between AION CRM and Tally?
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.
Does the sync run in real time given Tally is desktop software?
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.
How do you prevent duplicate ledgers and handle posting errors?
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.
Can an AI agent act across AION CRM and Tally via MCP, and how long does the build take?
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.
Related integrations
Other pairs involving AION CRM or Tally.
- AION CRM + SAP B1Business partners ↔ Companies · Items & price lists · Quotes → Sales quotations
- AION CRM + AionHRMSEmployees → CRM users · Department & reporting line · Exit → Deactivation & reassignment
- Tally + Zoho CRMLedgers / Accounts · Deals → Sales Orders or Sales Vouchers · Stock Items and Rates
- Tally + SalesforceAccounts / Ledgers · Opportunities → Sales Orders / Vouchers · Stock Items and Rates
- Tally + ShopifyOrders → Sales vouchers · Customers → Party ledgers · Stock items
- AionHRMS + TallyEmployees → Cost centres · Payroll run → Journal voucher · Advances & recoveries
Ready to connect AION CRM and Tally?
Share your objects, volumes, and timing needs — we'll come back with a written scope.
Please share the systems and workflow—not credentials or customer records. We’ll confirm API access, scope and next steps.
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Bay Area roots. Enterprise experience.
Pravin’s experience includes Google and SmartBear. Sravan previously held leadership roles at JPMorgan Chase and First Republic Bank.
Meet the foundersSan Francisco Bay Area, California
9110 Alcosta Blvd Ste H345, San Ramon, CA 94583
US-led delivery, with engineering in India. Supporting US and international organizations.