Tally

Prerequisites

• An active FireAI account (with valid login credentials)
• Tally installed and running on your computer
• A stable internet connection
• Admin privileges on your computer (required for installation)

Setup steps

Step 1: Log into FireAI

1. Log in to your FireAI Home Page.
   

Tip: Stay logged in with your primary browser to avoid repeated login prompts.

Step 2: Access Data Integration

1. Go to Settings (bottom-left corner).
2. Under Data Integration, click Manage.

Step 3: Download FireSync

1. On the top-right corner, click Stacks.
2. Find Tally and click Download.
   

Step 4: Install FireSync

1. The FireSync setup window will appear.
2. Choose installation type (for you / all users). Click Next.
3. Select a destination folder → click Install.
4. Wait for installation to complete.
5. Click Finish.
   
   
   
   
   

Note: If you see a Windows security alert, select Run anyway — FireSync is a verified application. Avoid repeated login prompts.

Step 5: Login to FireSync

1. FireSync will open automatically. Click Get Started.
2. Enter your FireAI credentials to log in.
3. Select your organization and click Continue.
   
   
   

Step 6: Set Sync Schedule

Tip: Start with hourly syncs for testing, then adjust based on your workflow.

Step 7: Add Your Company from Tally

1. Click Add Company (top-right).
2. Select your company → check the box → click Import.

Step 8: Confirmation

1. Your company will now appear in FireSync.
2. Your Tally is successfully connected to FireAI!

Troubleshooting

1. Login issues: Verify username/password
2. Company not showing: Ensure Tally is running and accessible
3. Sync errors: Check internet connection, restart FireSync

   Tip: Restart both Tally and FireSync whenever you encounter unusual errors.