In a dynamic fusion of tech innovation and business empowerment, Tally Solutions and Interakt have partnered to integrate the WhatsApp API Platform into Tally’s latest release, TallyPrime 4.0

Rolled out on December 12, 2023, this collaboration isn’t just another software update – it’s a powerful boost for the 2.5 million Tally merchants worldwide. 

In this blog, we’ll show how this integration is revolutionizing the way small and medium-sized enterprises (SMEs) operate, bringing a new wave of efficiency and customer engagement to your business.

A Step in the Digital Evolution

As WhatsApp becomes increasingly integrated into the day-to-day business operations of SMEs, this partnership signifies a major step in the digital evolution. With WhatsApp’s global user base reaching 3.8 billion monthly users, the Tally-Interakt partnership is expected to redefine business operations and communication for merchants, fostering a digitally advanced and interconnected global economy.

TallyPrime Release 4.0 introduces an innovative feature that streamlines document sharing through WhatsApp. This functionality enables users to effortlessly share essential business documents, such as sales and purchase orders, payment receipts, delivery notes, financial reports, and more, directly from the TallyPrime platform to stakeholders and parties.

Empower Tally merchants with WhatsApp

Tejas Goenka, Managing Director of Tally Solutions, acknowledged the strategic importance of this partnership, during the TallyPrime 4.0 release, in Bangalore, stating that the team recognized the pivotal role of WhatsApp in daily business operations. 

This collaboration seamlessly incorporates WhatsApp into Tally, allowing businesses to create and send invoices instantly, schedule reminders, and engage with customers effortlessly on the Interakt Platform.

He also shared that Tally Solutions is using the Interakt platform to manage day-to-day business easily.

Watch the video to learn more about the Tally 4.0 release!

Enhance customer engagement: One keystroke at a time

Tally merchants can now send invoices directly on WhatsApp with a single keystroke (Ctrl + Alt + W), which previously involved multiple steps. 

This not only improves efficiency but also provides a more convenient and familiar platform for customers to interact with businesses.

Steps to send documents via TallyPrime Release 4.0 on WhatsApp powered by Interakt

Before you start sending documents from TallyPrime, ensure that you have completed the following:

Interakt tally integration

Sign up for WhatsApp

To leverage this feature, begin by signing up for WhatsApp through a WhatsApp Business Account (WABA). This involves adding and registering a valid contact number using Interakt. The seamless integration with Interakt allows users to access predefined templates that enhance the efficiency of sharing documents. Watch the video or follow the steps in this article to know how to signup for WhatsApp on Tally

Add a Registered Business WhatsApp No. in TallyPrime

Once the sign-up process is complete, add the registered number within TallyPrime. This grants users access to the templates available in their Interakt account, paving the way for quick and easy document sharing.

Follow the steps in this article to learn how to add a registered business WhatsApp Number in TallyPrime

Send documents from TallyPrime through WhatsApp

With TallyPrime and WhatsApp, sharing invoices and reports becomes a breeze. Users can record an invoice and promptly send it to one or more WhatsApp numbers. Additionally, the platform facilitates the drilling down from reports to open a voucher, allowing for instant WhatsApp sharing with concerned parties. For sending reminders regarding pending payments, users can effortlessly navigate the outstanding report, drill down to the necessary entry, and share it using a suitable template.

Watch the video or follow the steps in this article to learn how to send documents from TallyPrime through WhatsApp

Leverage Interakt’s powerful WhatsApp features

In addition to seamless communication, Tally merchants can leverage Interakt’s powerful features, such as the Shared Team Inbox and notification engine. The Shared Team Inbox enables multiple team members to respond to customers from the company’s centralized WhatsApp number, consolidating all communications on one platform. 

The notification engine allows Tally merchants to reach thousands of customers on WhatsApp with just a few clicks, ensuring 24/7 engagement and higher customer lifetime value. 

Here’s a quick snapshot of all the benefits of integrating a WhatsApp Business account with Tally, your business management software:

1. Save time & efforts with streamlined communication:

a. Seamlessly share files, invoices, and reports with customers.

b. Eliminate manual work, reducing errors and enhancing the customer experience.

2. Timely payments with automated reminders on WhatsApp:

a. Reduce late payments by sending automated payment reminders on WhatsApp.

b. Leverage high open rates for effective communication with customers.

3. Adopt eco-friendly practices, and go paperless: 

a. Embrace a paperless setup, saving time and resources.

b. Share files, invoices, and updates digitally on WhatsApp, showcasing your commitment to the environment.

Ensuring Security in Document Sharing

TallyPrime with WhatsApp offers flexibility to allow businesses to use TallyPrime with WhatsApp according to their unique operational requirements, ensuring that document sharing remains a secure and controlled process. Businesses can configure user roles within TallyPrime, restricting unauthorized access to the WhatsApp feature. This includes controlling:

• Direct sending of invoices when recording

• Sharing of specific reports or types of vouchers.

• Utilization of one or more designated Business WhatsApp Numbers for document sharing.

• Addition or modification of WhatsApp numbers

The added benefit of sending messages through the Interakt platform further enhances the overall security of the communication channel. Watch the video to learn more about the Secure use of TallyPrime with WhatsApp.


TallyPrime Release 4.0 with WhatsApp integration powered by Interakt presents a powerful and secure solution for businesses looking to streamline and secure their document-sharing processes

This partnership represents a pivotal moment for SMEs, ushering in a new era of streamlined operations, enhanced customer engagement, and efficient communication by integrating WhatsApp for Business. This collaboration is poised to make a lasting impact on the global business landscape, empowering businesses of all sizes to thrive in the digital age.