Help Center
Mobile App Guide
The FinlyticZ mobile app gives you real-time access to your Tally data — view reports, manage parties, track inventory, create vouchers, and more, all from your phone.
Download
- Android: Google Play Store
- iOS: App Store
Dashboard
The Dashboard is your home screen after login. It shows:
- Accounting Overview — Key financial metrics at a glance
- Outstanding Summary — Receivables and payables status
- Recent Transactions — Latest voucher entries
- Sales Insights — Sales report preview with charts
- Reminders — Pending tasks and follow-ups
Bottom Navigation
| Tab | Function |
|---|---|
| Dashboard | Home screen with overview |
| Items | Inventory and stock management |
| Parties | Customers and suppliers |
| Reports | Financial reports |
| More | Side menu with additional options |
Items & Inventory
View Items
- Browse all stock items synced from Tally
- Search and filter by category, group, or status
- View item details: code, name, quantity, unit, value
Add Items
- Tap the + button on the Items screen
- Fill in: Item Name, Code, Unit, Category, Group
- Add HSN/SAC code for GST compliance
- Set tax rate
- Tap Save
Categories & Groups
- Create and manage item categories
- Organize items into groups
- View category/group-wise summaries
Inventory Graph
- Visual trend charts of your inventory data
- Track stock movement over time
Parties (Customers & Suppliers)
View Parties
- Browse all customers and suppliers synced from Tally
- Search and filter by name or type
- View outstanding balances
Add Party
- Tap + on the Parties screen
- Fill in: Name, Contact, Address
- Assign a Ledger Group
- Classify as Customer, Supplier, or Both
- Tap Save
Party Details
- View full contact and address information
- Check outstanding balance
- See transaction history
Reports
Access all your financial reports from the Reports tab:
| Report | Description |
|---|---|
| Day Book | Daily transaction summary |
| Balance Sheet | Assets, liabilities, and equity |
| Profit & Loss | Income vs. expenses analysis |
| Trial Balance | Debit and credit summary |
| Sales Report | Sales data with charts and filters |
| Outstanding Receivable | Aging analysis of receivables |
| Stock Inventory | Stock levels and valuation |
| Cash/Bank Summary | Bank and cash account balances |
| Voucher Details | Individual invoice/voucher view |
Export Reports
- Download any report as PDF
- Share via WhatsApp, Email, or other apps
For detailed report usage, see Reports & Analytics.
Vouchers
Create Voucher
- Tap Voucher from the Dashboard or Menu
- Select voucher type (Sales, Purchase, Journal, etc.)
- Step 1 - Details: Enter date, party, amount
- Step 2 - Items: Add line items
- Step 3 - Review: Confirm and submit
Writeback to Tally
Vouchers created in the app can be written back to Tally via the Connector.
Side Menu (More Options)
| Option | Description |
|---|---|
| Companies | Switch between multiple Tally companies |
| Users | Manage team members (admin only) |
| Wallet | View wallet balance and transactions |
| Refer & Earn | Share referral code and earn rewards |
| Purchase Plan | Upgrade subscription |
| Settings | App preferences and security |
| Help Center | FAQs and support |
| Sign Out | Log out of the app |
Multi-Company Support
- Switch between companies from the side menu > Companies
- Each company has its own data, reports, and settings
- Data is isolated per company
Settings
- Profile: Edit your personal details
- Notifications: Configure push notification preferences
- Biometric Lock: Enable fingerprint/face ID for app security
- Theme: Light/Dark mode
Offline Support
- The app caches recent data locally
- You can view previously loaded reports and data without internet
- New data syncs automatically when connectivity is restored
Still stuck?
Email support@finlyticz.com and the team will help.