FinlyticZ Connector Setup

The FinlyticZ Connector is a desktop application that bridges your Tally software with the FinlyticZ mobile app. It runs on the same PC where Tally is installed and syncs data securely to the cloud.

System Requirements

• OS: Windows 10 or later
• Tally: Tally ERP 9 or Tally Prime must be installed and running
• Internet: Active internet connection
• RAM: Minimum 4 GB recommended
• Tally Port: Port 9000 (default) must be accessible

Step 1: Download the Connector

1. Visit finlyticz.com and click Get Started
2. Click Download Connector in the setup modal
3. Or download directly: FinlyticZ Connect-1.0.0.zip

Step 2: Install the Connector

1. Extract the downloaded ZIP file
2. Run FinlyticZ Connect-1.0.0.exe
3. Follow the Windows installer prompts
4. The app will be installed to C:\Program Files\FinlyticZ Connect\
5. A shortcut will be created in your Start Menu

Step 3: Log In to the Connector

1. Launch FinlyticZ Connect from the Start Menu
2. You will see the login screen
3. Enter the same email and password you used for the mobile app
4. Click Login

Step 4: Configure Tally Connection

1. After login, go to Tally Setup from the left sidebar
2. In the Tally tab: • Host/IP: Enter localhost (if Tally is on the same PC) or the IP address of the Tally server • Port: Enter 9000 (default Tally port)
3. Click Test and Save Config
4. You should see a success message confirming the connection

Step 5: Add Your Tally Company

1. Go to Companies from the left sidebar
2. You will see "Tally Companies (Available for Sync)" — these are companies detected from your local Tally
3. Click on the company you want to sync
4. Confirm the selection
5. The company will appear under "Added Companies"

Step 6: Configure Sync Settings

1. Go to Tally Setup > Sync tab
2. Configure: • Sync Interval: How often data syncs (minimum 30 minutes) • Profit & Loss Sync Frequency: How often P&L reports sync (minimum 6 hours) • Tally Retry Attempts: Number of retries if Tally is temporarily unavailable
3. Click Save

Step 7: Run Your First Sync

1. Go to Dashboard (Home)
2. Click Run Sync Now
3. Watch the progress bar — it will sync: • Masters (Groups, Ledgers, Stock Items, etc.) • Vouchers (Sales, Purchase, Journal entries) • Reports (Profit & Loss)
4. Once complete, open the mobile app and your data will be there!

Connector Features

Data Synced

The connector syncs the following data from Tally:

• Masters: Groups, Ledgers, Stock Items, Stock Groups, Stock Categories, Units, Godowns, Cost Centres, Voucher Types
• Vouchers: All transaction types with allocations
• Reports: Profit & Loss statements
• GST Data: GSTIN, Tax rates
• Inventory: Batches, serial numbers, quantitative details

Auto-Sync

Once configured, the connector automatically syncs data at your set interval. It runs in the system tray — you don't need to keep the window open.

What's Next?

• Make sure Tally is configured correctly: Connect Tally ERP 9 or Connect Tally Prime
• Start using the Mobile App to view your data