đź”— Seamless Accounting: MetricsERP + Tally Integration Explained
Running a business often means juggling multiple systems—your POS, inventory, accounting, CRM, and more. At MetricsERP, we believe your technology should work together, not in silos. That’s why we’ve built a seamless, intelligent integration with Tally, India’s most trusted accounting software.
This blog explains how MetricsERP’s integration with Tally streamlines your finance operations—from sales to ledger to reconciliation.
âś… Why Integrate MetricsERP with Tally?
For many SMEs and retail businesses, Tally remains the go-to platform for statutory reporting, GST filings, and financial audits. By connecting your ERP workflows with Tally, you ensure:
- No duplicate data entry
- Faster financial reconciliation
- Real-time accounting accuracy
- Reduced human errors
🔍 What Gets Synced Between MetricsERP and Tally?
The integration supports automated syncing of critical financial records. Here’s how the systems talk to each other:
| MetricsERP | ↔️ | Tally |
|---|---|---|
| Customer Master | → | Customer Ledger |
| Vendor Master | → | Vendor Ledger |
| Sales/Receivable Invoice | → | Receivable Ledger |
| Customer Payments | → | Customer Payment Ledger |
| Credit Notes | → | Credit Note Ledger |
| Payable Invoice | → | Payable Ledger |
| Supplier Payment | → | Supplier Payment Ledger |
| Debit Note | → | Debit Note Ledger |
🧠How It Works
- Sales in MetricsERP POS: A customer pays via tablet ordering or QR code.
- Auto Ledger Update: MetricsERP creates a Customer Ledger Entry.
- Tally Sync: That entry is synced in real-time as a Receivable Invoice in Tally.
- Payment Reconciliation: When payment is received, it’s reflected in both systems.
- Returns & Adjustments: Credit/Debit notes are auto-generated and synced.
đź› Use Cases
- âś… Business syncing daily sales to Tally
- âś… Retailers managing supplier bills via ERP and syncing to Payables
- âś… Accounting teams needing real-time payment visibility
- âś… CA firms looking to eliminate Excel-based import/export
🚀 The Bottom Line
Integrating MetricsERP with Tally means faster closing, cleaner books, and more time for what matters—growing your business. Whether you’re a manufacturing unit, wholesale business or retail outlet, you get the best of both platforms with zero hassle.
