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Document Management
for Tally Fast, Smart, Paper-Free

Attach, organize, search, and track all your business documents directly within TallyPrime — no more filing cabinets or scattered drives.

Logictech > Solutions > Addon Solutions > Print Batch Details in Invoices in columns

About Document Management for Tally

Document Management Software by Logictech brings your documents and accounting together inside TallyPrime. It allows you to attach invoices, bills, contracts, receipts, and supporting proofs directly to the related vouchers and ledger entries, so every transaction is backed by the right document at the right place.

Designed to eliminate scattered folders, manual filing, and time-consuming searches, the solution helps you organize, retrieve, and track documents effortlessly within Tally. With smart search, secure access control, and audit-ready linkage, your team can find any document in seconds while maintaining accuracy, compliance, and operational efficiency.

Organization

From document
chaos to organized efficiency

A streamlined workflow designed for busy accounts teams

01

Upload

Scan or upload purchases, bills, and proofs.

02

Link to Tally

Attach documents to ledger entries instantly.

03

Instant Access

Find what you need with powerful search.

04

Audit-Ready

Review secure, linked document history.

Simplicity

Effortless document management, all in one place

Attach, organize, and find every document directly within Tally in seconds.

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Voucher Linking

Attach invoices, bills & proofs directly to your Tally entries for instant reference.

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Smart Search

Find any file instantly using voucher numbers, dates, or custom tags.

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Audit Trails

Maintain compliance with secure, linked document histories for every transaction.

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Status Alerts

Get notified about missing or incomplete attachments before final audits.

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Instant Preview

View documents directly within the interface without needing to download.

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Role-Based Access

Control document visibility and editing permissions for your entire team.

Live Interface Preview

A quick look at how documents are attached, searched, and viewed directly within Tally.

Upload invoice & link to voucher

Drag and drop files directly onto the Tally entry screen.

Search receipt by keyword

Global search across all attachments in seconds.

Preview before download

Full-screen viewer for PDF, JPG, and PNG files.

Request a Free Demo

Already Using Tally?
You are Halfway There!

We build on what you already have, no replacements, no migrations, just smarter connections.

Built for Growing Businesses

The processes that work at 100 transactions a month start breaking down at 1,000. Manual workflows, isolated systems, and spreadsheet-based reporting cannot keep pace with a scaling operation. Tally Prime integration services is what allows your finance infrastructure to grow with your business rather than become a bottleneck to it.

Whether you are expanding into new sales channels, adding new entities, or onboarding new tools, a well-integrated Tally environment absorbs that growth without requiring you to rebuild your processes from scratch each time.

FAQ

Have questions?
We've got answers!

How long does a Tally data integration typically take to implement?

A standard single-platform integration typically goes live within a few days. Multi-platform or custom integrations are scoped individually, but our process is designed to get you operational with minimal disruption.

What systems can be integrated with Tally?

Practically any platform your business uses. Common ones include Zoho, Salesforce, Shopify, Amazon, WooCommerce, HRMS tools, banking portals, WhatsApp Business, and custom internal systems.

Does Tally integration support real-time data sync?

Yes. We configure integrations to sync data the moment an event occurs, whether it is a sale, a payment, or a stock update. There are no batch delays or nightly uploads unless you specifically prefer a scheduled sync.

Is Tally integration secure?

Yes. Every connection uses encrypted data transfer and access controls. All activity is logged so you have a complete record of what synced, when, and from where.

Can Tally integrations be customised?

Every integration we build is custom. We map your specific fields, apply your business rules, and configure logic that matches how your operations actually work, not how a standard template assumes they do.

Do you provide support and maintenance after the integration goes live?

Yes. We stay on after deployment to handle updates, fix issues, and adjust configurations as your platforms evolve. If Tally or a connected system releases an update that affects the integration, we handle the compatibility work.

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Empowering businesses with smart Tally solutions and expert cloud support.

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