How to Access Tally Prime on Your Mobile Phone Securely

Tally is where Indian business finance actually lives. The problem is where Tally lives: on a desktop in the office, behind a licence, usually on the one machine nobody is allowed to touch. The owner who wants to check outstanding dues is on the road. The salesperson raising an invoice is at a client site. The accountant handling twenty companies is working from somewhere else entirely.

This guide walks through connecting TallyPrime or Tally ERP 9 to a mobile phone using FinlyticZ, end to end — what you need before you start, the exact configuration inside Tally, and what actually happens to your data once it leaves the office PC. Setup takes about five minutes if Tally is already running.

What you need before you start

• A Windows PC (Windows 10 or later) with TallyPrime or Tally ERP 9 installed and running
• Admin access to Tally, so you can change its configuration settings
• An active internet connection on that PC
• Around 4 GB of RAM available
• Port 9000 free and reachable — this is Tally's default connectivity port

Step-by-step: connecting Tally to your phone

1. 1

   Create your FinlyticZ account

   Sign up from the FinlyticZ mobile app or the website. You will need a name, a 10-digit Indian mobile number, an email address and a password of at least eight characters including uppercase, lowercase, a number and a special character. Verify the OTP sent to your email or phone. Every new account starts on a 14-day free trial with full feature access and no credit card.

2. 2

   Install FinlyticZ Connect on the Tally PC

   Download the connector, extract the ZIP and run the installer. It installs to C:\Program Files\FinlyticZ Connect\ and adds a Start Menu shortcut. This must go on the machine that can reach Tally — either the same PC, or one on the same network.

3. 3

   Log in to the connector

   Launch FinlyticZ Connect and sign in with the same email and password you used for the mobile app. The two halves are linked by your account, which is how the connector knows which cloud workspace to sync into.

4. 4

   Turn on connectivity inside Tally

   In Tally, press F1 (Help) → Settings, or F12 (Configure), and open Connectivity. Set "Act as Server" to Yes and the port number to 9000. If the connector will run on a different PC, also set "Allow Remote Access" to Yes. Press Ctrl + A to accept and save. Tally will now listen for local connections on port 9000.

5. 5

   Point the connector at Tally

   In FinlyticZ Connect, open Tally Setup from the left sidebar. Set Host to localhost if Tally is on the same PC, or to the Tally machine's IPv4 address if it is elsewhere on the network. Set Port to 9000. Click "Test and Save Config" — you should see a connection success message.

6. 6

   Add the company you want to sync

   Open Companies in the connector. Any company open in Tally appears under "Tally Companies (Available for Sync)". Click the one you want and confirm; it moves to "Added Companies". You can add several — multi-company access is supported, which is what makes this workable for accountants handling many clients.

7. 7

   Run the first sync

   Go to Dashboard and click "Run Sync Now". The first sync reads your existing masters and vouchers, so it takes longer than subsequent ones; you can watch progress live. After that, changes propagate in under two seconds.

8. 8

   Open the app and check

   Sign in to the FinlyticZ app on Android or iOS. Your company should be listed. Open the Balance Sheet or Outstanding Receivables and confirm the numbers match what Tally shows on the desktop. If they do, you are done.

If Tally is on a different PC

Plenty of offices run Tally on a dedicated server rather than the machine someone sits at. The connector handles this, but three things must line up:

1. Find the Tally PC's IP address — open Command Prompt on that machine, run ipconfig, and note the IPv4 Address (something like 192.168.1.100).
2. Enter that IP as the Host in the connector's Tally Setup, with port 9000.
3. Make sure both machines are on the same network and the Tally PC's firewall allows inbound traffic on port 9000.

What actually happens to your data

This is the question worth asking before connecting any accounting system to anything, and it deserves a specific answer rather than reassurance.

The practical security question for most businesses is not the encryption standard — it is who on your team can see what. Set the roles up deliberately when you add users, rather than giving everyone full access because it is quicker on day one.

What you can do once it is connected

Read-only access to reports is the obvious win, but it is the smaller half. Once the company is synced you can also create masters and record vouchers from the phone, generate GST-compliant invoices and share them over WhatsApp, and raise e-Way Bills and e-invoices in a single submission that returns the IRN, QR code and acknowledgement. Reports available live include Profit & Loss, Balance Sheet, Cash Flow, Outstanding Receivables and Payables, Stock Summary, Day Book and Ledger.

The app is available in several Indian languages including Hindi, Marathi, Tamil, Telugu, Kannada, Gujarati, Punjabi, Bengali, Odia, Malayalam and Assamese — which matters more than it sounds when the person entering vouchers is not the person who set up the system.

Common setup problems