Tally for Finance Professionals: Key Features You Should Know


Accuracy, speed, and compliance are critical in the ever-evolving finance sector. Whether one is a chartered accountant, financial controller, or accounts executive, having an accounting solutions provider that streamlines processes, maintains compliance, and offers insightful reporting is invaluable.

As India’s most trusted business management software, Tally is tailored to address these challenges. For over 17 years, Cevious has been a 5-star Tally partner and has assisted finance professionals from different industries with Tally ERP, Tally on Cloud, Tally AWS, and Tally Server solutions to enhance their financial operations. Tally is undoubtedly an invaluable asset when it comes to business management.

Every finance professional ought to know the primary features of Tally.

1.Advanced Financial Management with Tally ERP

Tally ERP includes bookkeeping and goes above and beyond in managing the entire financial ecosystem of a business. Critical components include but are not limited to:

  • Real Time Tracking of Profit and Loss.
  • Management of Cash Flow & Fund Flow.
  • Budgeting & Cost Centre Control.
  • Accounting in Multiple Currencies.
  • Automation in Bank Reconciliation.
  • Invoicing & Return of GST prepared documents.

According to finance experts, Tally ERP offers unparalleled visibility into the organization’s real-time reporting, which is invaluable for monitoring the organization’s financial health.

2, Tally on Cloud: Enhancing Anytime, Anywhere Access to Tally Tally on cloud

Remote access of financial data is not optional in today’s hybrid workplace. Cevious offers Tally on Cloud which enables finance teams to:

  • Work from Any Device, at Any Location.
  • Guarantee Inter-departmental Real Time Synchronization.
  • Have Business Continuity with Automatic Backups and Strong Data Security.
  • Cut Infrastructure Costs through Hosted Solutions.

Cevious ensures you are not far from important data irrespective of whether your team is working remotely, distributed or you are servicing multiple clients.

3. Scalability and Performance with Tally Server

Organizations with large teams require greater control, faster speeds, and enhanced security. Tally Server is best suited for mid-size and enterprise business with multi-user access:

  • Concurrent data access with high performance speed.
  • Admin-defined user privileges and operations.
  • Audit Trail with complete activity logging.
  • Sustained performance during high transaction volumes.

In growing organizations, finance personnel depend on Tally Server to sustain data integrity and performance under load.

4. Secure & Flexible Hosting with Tally on AWS

Another one of Cevious’ offerings is Tally on AWS, a premium cloud hosting solution which synergizes the power of Tally with the Amazon Web Services’ reliability. Its main advantages include:

  • Uptime and scalability of enterprise-level.
  • Complete encryption ensures secure data access.
  • Disaster recovery capabilities and cloud redundancy.
  • Pricing model: pay-as-you-go.

Finance departments require flexibility and security at scale, and Tally AWS provides a secure, worry-free experience.

5. Seamless Tally Integration with Other Business Tools

Modern finance functions do not work in silos. The Tally integration allows for a seamless connection with:

  • CRM systems.
  • Inventory and warehouse software.
  • eCommerce platforms.
  • Payroll and HRMS systems.
  • Banking and payment gateways.

We specialize in custom Tally integration designed to enhance data flow between systems, minimizing manual entry errors at Cevious.

6. Unrestricted Tailoring with Tally Modules

Tally just like any other software has its particular accounting needs based on the business. Along with Tally modules and add-ons you may also increase Tally’s features to match your personal workflow. Other than barcode and DMS modules, Cevious also provides:

  • Retail and manufacturing barcode modules.
  • Auto e-Way bill generators.
  • Digital Signature integration.
  • Tally Auto Data Backup and restore.
  • Approval and checker modules.
  • Document Management Systems(DMS).
  • Ledger wise group reporting.

These Tally modules enable finance departments to automate monotonous tasks, stay compliant, and improve their financial understanding.
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