Finsights

Mobile-first Tally companion for alerts, entries, reports, and sharing—no VPN needed
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Open Finsights on your phone or browser and start acting on your numbers right away. Connect your Tally company once, pick the ledgers and thresholds you care about, and choose how you want to be notified—push, WhatsApp, SMS, or email. You’ll get immediate notices for new entries, unusual spending, and invoices nearing or past due. Tap a card to drill into the voucher, leave a comment, and route it for approval. On the road? Approve a vendor payout, send a payment advice, or nudge a client on an aging receivable in a couple of taps.

Creating entries is just as direct. From mobile or web, raise a sales invoice, log a purchase, capture a receipt, record a payment, or post a journal. Select the party, items, taxes, cost centers, and terms; auto-complete fills recurring details from Tally masters. Attach bills or delivery notes with the camera or file picker, then save. The record syncs back to your Tally books in near real time, preserving numbering and audit trail. Need to share? Generate a PDF and send it instantly through your preferred channel, without exporting or switching apps. Weak connectivity? Work offline and let the queue post when you’re back online.

For analysis, build your own views without juggling spreadsheets. Filter by date, branch, cost category, ledger, or item and save the layout. Schedule daily or weekly dispatches—to yourself or the team—in PDF or Excel. Keep a pulse on collections, vendor outflows, cash position, and profit lines. The audit workspace flags exceptions such as duplicate references, negative stock, and postings outside tolerance, so you can fix issues before close. Control access with roles and makers-checkers, and keep a complete activity log for reviews.

Back-office routines are covered too. Track stock balances, batches, and expiries; set reorder cues so storekeepers know what to buy and when. Hospitals can supervise consumables; hospitality teams can keep amenities in line with demand. Store all supporting documents in one place, link them to ledgers, and retrieve them with full-text search. Get reminders for statutory and HR updates to stay compliant. If you serve guests, keep an eye on online feedback and respond quickly from a single inbox. Everything stays in sync with your primary Tally data over the public internet—no VPN or special network setup required.

Review summary

Features

  • Two-way connection to Tally over the public internet (no VPN)
  • Customizable notifications for new posts, spend anomalies, and due receivables
  • Multi-channel alerts: push, WhatsApp, SMS, email
  • Voucher creation on mobile/web: invoices, purchases, receipts, payments, journals
  • Auto-complete using Tally masters
  • tax, items, cost centers, terms
  • Attach documents from camera/files
  • searchable document vault
  • Instant PDF/Excel generation and one-tap sharing
  • Offline capture with queued sync
  • Saved report views and scheduled deliveries
  • Audit and exception detection
  • full activity log
  • Roles, approvals, and maker-checker controls
  • Inventory tracking with batches/expiries and reorder prompts
  • Compliance reminders for statutory and HR changes
  • Reviews monitoring for hospitality properties

How It’s Used

  • Owner approves a vendor payment while traveling and shares remittance advice via WhatsApp
  • Sales rep issues a GST-ready invoice on-site and sends the PDF to the customer immediately
  • Accountant schedules a weekly receivables aging report to the finance team’s email
  • Store manager checks low-stock items and raises a purchase entry with attached quotations
  • Hospital materials lead tracks consumables, expiries, and triggers replenishment
  • Auditor reviews exceptions, fixes duplicate references, and closes the month faster
  • Collections agent messages overdue clients from mobile and logs follow-ups
  • HR/compliance officer receives a regulation update and circulates a policy note with proof of read
  • Hotel manager watches guest ratings and responds to reviews from a unified inbox

Plans & Pricing

Tally on the Go

Free

Free Tally on Mobile
Free Tally on Web
Transaction posting
Audit Board
Unlimited Users
Unlimited Tally companies
Outstanding Alerts
Unlimited Documents
Inventory Tracking
All other features except Virtual Informer

Virtual Informer

Others

Custom Whatsapp and Email Alerts on Transactions
Custom Whatsapp and Email Alerts on Expenses
Tally Registers on Whatsapp and Email
Outstanding Reports on Whatsapp and Email
Customer Credit Alerts

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