Tally invoice automation — auto-post approved invoices to Tally with zero manual entry
ShareDocs Tally ECM integration is built for tally invoice automation india organisations need — connecting document management and accounts payable workflow directly to Tally. Once approved in ShareDocs, invoices are automatically posted to Tally as vouchers — and a secure document URL is written back into the Tally entry so any accountant can view the original invoice in one click, without leaving Tally.
Supported versions
Integration methods: API-driven, middleware connectivity, and XML-based. Real-time on approval trigger or scheduled batch — configured per client.
Four Steps — From Invoice to Tally Voucher, Fully Automated
The tally invoice automation workflow runs end-to-end without manual intervention. Tally accounts payable automation means an accountant never re-enters approved invoices into Tally again.
Invoice Received in ShareDocs
Invoice uploaded or scanned. Intelligent document processing software extracts all fields — vendor, amount, CGST, SGST, IGST — and validates the vendor against Tally's ledger master in real time.
AI extraction ~90% fieldsInvoice Approval Workflow in ShareDocs
Invoice routed through the configured approval chain via document workflow automation — Finance Executive, Manager, Controller. SLA-based escalation at each level. An optional checker step can be added for additional manual verification before Tally posting.
Invoice approval workflow tallyAutomatic Voucher Posting to Tally
On final approval, ShareDocs pushes invoice data to Tally — voucher type, party name, amount, GST breakdown, narration. This automatic voucher posting tally feature creates the entry immediately with zero manual re-entry. Tally returns the voucher number to ShareDocs.
Zero manual entryDocument URL Written into Tally
ShareDocs generates a secure URL for the invoice document and writes it directly into the Tally voucher entry. This tally document url integration means any accountant gets one-click invoice retrieval from inside Tally — no separate login needed.
One-click from TallyTally Document Repository Integration — Invoice URL Written Into Every Tally Entry
Most Tally integrations push data one way — from DMS into Tally. ShareDocs creates true tally document repository integration: once Tally generates a voucher, a secure URL pointing to the original invoice in ShareDocs is written back directly into that Tally entry. The result is one-click invoice retrieval from inside Tally. The invoice document link tally users see connects directly to the original source document in ShareDocs, without a separate login.
Tally voucher — with ShareDocs invoice document link
Purchase Voucher — PV/2026/04/1247
Illustrative. Actual fields match your Tally configuration.
Tally Vendor Master Sync — Both Directions
Vendor data is kept in sync between Tally and ShareDocs automatically — ensuring every invoice is matched to the correct party name and ledger from intake, and every new vendor is created in Tally without leaving ShareDocs.
Tally Vendor Master Sync to ShareDocs Dropdowns
All vendors and parties in Tally's ledger master are dynamically populated in ShareDocs invoice processing dropdowns. Accountants select vendors from Tally's master directly — no duplicate entry, no mismatched party names, no manual lookup.
Vendor Onboarding Workflow Auto-Creates in Tally
If an invoice arrives from a vendor not yet in Tally, users initiate a Vendor Onboarding Workflow inside ShareDocs. Once the onboarding request completes its approval cycle, the new vendor profile is automatically created in Tally — keeping both systems aligned without manual Tally data entry.
Tally GST Invoice Automation — AI-Powered Field Extraction
ShareDocs uses AI-powered OCR software to extract GST fields from supplier invoices at intake. This enables Tally GST invoice automation — CGST, SGST, and IGST are mapped to Tally's GST ledgers during auto-posting with zero manual GST entry. This is gst invoice automation india organisations need for accurate Tally posting.
Fields extracted per invoice by AI OCR software
CGST SGST IGST extraction is automatic — these fields are mapped to the correct GST ledgers in Tally when the voucher is auto-posted.
AI-powered document management system trained on Indian invoices
Indian supplier invoices vary in layout, language, and GST structure. ShareDocs PayXtract — an AI powered document management system — handles multi-tax GST structures and diverse vendor naming conventions, extracting ~90% of fields without human intervention.
GST ledger mapping for Tally
CGST, SGST, and IGST fields extracted by the intelligent document processing software are mapped to the corresponding GST ledgers in Tally at auto-posting time — eliminating the manual GST classification that is the most error-prone step in traditional AP entry.
Exception-based review only
Accountants review only fields flagged as low-confidence by the AI. High-confidence fields are pre-filled and pass through automatically — reducing invoice processing time to a fraction of the manual process.
What Changes When Tally Integration Goes Live
At most Indian organisations using Tally, there is a costly manual step between document approval and accounting entry. Accounts payable automation india organisations implement with ShareDocs eliminates that step entirely.
Before — Manual Tally Entry
Current state- Invoice approved in ShareDocs — accountant notified by email
- Accountant opens Tally separately and re-enters all invoice data from scratch
- CGST/SGST/IGST entered manually — highest error risk in the process
- Voucher number noted manually somewhere — or not linked to the document at all
- Viewing the original invoice later requires logging into ShareDocs separately
- No tally audit trail documents linking Tally voucher to its source document
After — ShareDocs Tally Integration
With integration- Invoice approved in ShareDocs — data pushed to Tally automatically
- Tally voucher created with zero manual data entry — tally voucher automation complete
- CGST/SGST/IGST mapped to correct GST ledgers — no manual classification
- Voucher number written back to ShareDocs — both records permanently linked
- Secure ShareDocs URL written into Tally voucher — one-click invoice view from Tally
- Complete sealed tally audit trail documents — from receipt to Tally posting
Live deployment — Maharashtra, India
MPCHFL — Maharashtra Police Cooperative Housing Finance Corporation Ltd.
MPCHFL actively uses ShareDocs Tally integration india to push transaction data and financial receipts directly into Tally, and to maintain secure digital records within the centralised ShareDocs document management india repository. The integration eliminates the step where accountants previously re-entered every approved transaction into Tally from scratch — automating the posting and ensuring every Tally voucher is permanently linked to its source document.
How the Tally ERP Document Management Integration Is Configured
The tally erp document management setup is a collaborative process between HridayamSoft Solutions and your Tally service provider. ShareDocs provides the APIs; Tally is configured using Tally Definition Language (TDL) — the same approach used for all standard Tally customisations.
ShareDocs provides integration APIs
HridayamSoft provides the complete ShareDocs integration APIs to the client's Tally service provider — covering voucher posting, vendor master sync, voucher number writeback, and document URL injection. Full API documentation included.
ShareDocs responsibilityTally service provider configures TDL
Your Tally service provider uses the APIs to configure TDL on the Tally side — mapping voucher types, ledger accounts, cost centres, and GST ledgers to the fields ShareDocs sends. This is standard Tally customisation work your service provider already handles.
Tally service providerVoucher type and ledger mapping configured
The XML schema is customised to match your voucher structure — purchase vouchers, payment vouchers, journal entries, or any type your accounting requires. Ledger and cost centre mapping is a one-time setup.
One-time setupEnd-to-end testing and go-live
Full flow tested — intake, approval, auto-posting, voucher writeback, URL injection. Real-time or scheduled sync mode confirmed. Go-live with accounts payable automation software india deployment complete.
Go-liveShareDocs requirements
- ShareDocs Enterpriser subscription (any plan)
- SaaS or on-premise ShareDocs deployments both supported
- Admin access to configure workflow and integration settings
Tally requirements
- Tally Prime integration or Tally ERP 9 integration — both supported
- Tally service provider to configure TDL
- On-premise or cloud Tally — both supported
Integration method note: Supports API-driven, middleware, and XML-based connectivity — the method is chosen based on your Tally version and infrastructure. Your Tally service provider will recommend the appropriate approach.
Tally Integration — Frequently Asked Questions
What is the ShareDocs Tally integration with document management?
The ShareDocs Tally integration with document management connects ShareDocs Enterpriser directly with Tally Prime and Tally ERP 9 for accounts payable automation. Once an invoice is approved in ShareDocs, it is automatically posted to Tally as a voucher with zero manual entry. Tally writes the voucher number back to ShareDocs, and ShareDocs writes a secure document URL into the Tally entry — creating a permanent one-click link between every Tally voucher and its source invoice document.
How does automatic voucher posting to Tally work?
Automatic voucher posting to Tally is triggered the moment an invoice receives final Finance approval in ShareDocs. ShareDocs pushes the voucher type, party name, amount, CGST/SGST/IGST breakdown, and narration to Tally. Tally creates the voucher entry and returns the voucher number to ShareDocs — completing the data loop with zero manual Tally entry by Finance staff.
What is the Tally document URL integration feature?
The Tally document URL integration means that once Tally generates a voucher, ShareDocs generates a secure, unique URL for the original invoice document and writes it directly into that Tally voucher entry. Any Tally user can click this URL to view the original invoice instantly — without logging into ShareDocs. This one click invoice retrieval tally feature permanently links every Tally voucher to its source document.
How does Tally vendor master sync work?
Tally vendor master sync means vendors and parties in Tally's ledger master are dynamically populated in ShareDocs invoice processing dropdowns. Accountants select the vendor directly from Tally's master — no duplicate entry, no mismatched names. If a vendor doesn't exist in Tally, users initiate a Vendor Onboarding Workflow in ShareDocs; once approved, the new vendor is automatically created in Tally.
Which Tally versions does ShareDocs support?
ShareDocs supports both Tally Prime integration and Tally ERP 9 integration. Tally Prime integration is the primary focus of R&D and validation. Tally ERP 9 integration uses the XML/HTTP interface and is fully supported. Both versions support the complete AP automation workflow — automatic voucher posting, vendor master sync, voucher writeback, and document URL injection.
Does ShareDocs extract GST fields for Tally?
Yes. ShareDocs uses AI-powered OCR software — intelligent document processing software trained on Indian invoice formats — to extract CGST, SGST, and IGST from supplier invoices automatically. These fields are mapped to the correct GST ledgers in Tally during auto-posting, enabling tally gst invoice automation without manual GST classification.
Does the Tally ECM integration support on-premise Tally?
Yes. The ShareDocs Tally ECM integration fully supports on-premise Tally — the standard for most Indian organisations. Cloud-hosted Tally is also architecturally supported. ShareDocs provides the integration APIs; your Tally service provider configures TDL on the Tally side. The erp ecm integration approach works with both deployment models.
Tally Is One of Several ECM Integrations Available
ShareDocs enterprise document management system connects to your entire stack — ERP, productivity, identity, eSign. As part of a broader ecm integrations programme, Tally DMS integration is one of several available connectors.
See the Tally Integration in a Live Demo
We will walk through the complete flow — invoice intake, AI extraction, approval workflow, automatic Tally posting, and the one-click document URL inside Tally. 30 minutes, no obligation. HridayamSoft Solutions handles the full implementation.