India's First Tally-Native Agentic AI for Finance Teams
A private, agentic layer that plugs into your Tally environment and runs real finance work — statement preparation, transactional analysis, due diligence, KYC workflows — all from plain English. No data leaves your premises.
Tally Native
Deep integration with Tally ERP — reads ledgers, pulls vouchers, cross-references bank statements. AI that actually lives inside your accounting environment.
Beyond Surface-Level Bookkeeping
Goes far beyond TallyIRA. Prepares statements, runs transactional analysis, and executes due diligence workflows — backed by a complete general AI engine.
Private by Default
Sensitive financial data, client ledgers, and documents stay in your environment. No routing through global cloud platforms. Built for Indian enterprises that take data seriously.
Engineered for Indian finance operations
Designed around the workflows Indian CA firms, due diligence practices, and MSME platforms navigate daily.
Use Case
Due Diligence
Transactional analysis and due-diligence workflows running directly inside Tally and your document environment — compressing manual review time across every engagement.
Use Case
KYC & Finance Ops
Structured KYC data extraction, onboarding report generation, financial reporting, and TReDS-linked workflows for MSME-focused platforms.
Beyond surface-level bookkeeping
TallyIRA handles the basics. Zosma handles the work that matters. Here's how they compare.
// comparison reflects Zosma AI's internal evaluation of publicly available TallyIRA capabilities, as of June 2026
How It Works
Connect your Tally environment, configure your workflow, and send a message. The AI handles the rest.
Connect Your Tally Environment
Link Zosma Financial AI to your Tally ERP installation. It reads your ledgers, vouchers, and company data directly — no exports, no middleware, no manual bridging.
- Works with all major Tally ERP versions
- Also connects to Microsoft Office and Google Drive
- Private deployment — data stays local
Configure Your Workflow
Tell it your context: due diligence firm, CA practice, MSME platform. It adapts to your specific workflows — the clients you serve, the reports you produce, the compliance you follow.
- Custom workflow configuration per engagement
- Client-specific Tally environments
- Format preferences for exports
Work in Plain English
Send a message. Zosma Financial AI pulls the right data from Tally, cross-references documents, runs analysis, and delivers formatted outputs — P&L, reconciliation reports, KYC summaries.
- Statement prep from a single message
- Transactional analysis with anomaly flagging
- Bank statement reconciliation against ledgers
Roadmap Into Audit & Tax
Audit prep and taxation workflows are next — the harness evolves as your needs grow.
- Audit preparation and FY-indexed flagging
- Taxation workflow automation
- Deeper TReDS-linked reporting for MSME platforms
What You Get With Zosma Financial AI
Every capability built for how Indian finance teams actually work — inside Tally, across documents, in plain English.
Tally Native Integration
Deep, bidirectional integration with Tally ERP. Read ledgers, pull transactions, cross-reference vouchers — all from a plain-English message. No exports, no copy-paste, no manual bridging.
Statement Preparation
Agentically generate P&L statements, Balance Sheets, and Cash Flow reports in the formats your clients expect — XLSX, PDF, or structured JSON. What took hours now takes minutes.
Transactional Analysis
Identify patterns, flag anomalies, reconcile bank statements against Tally ledgers. Surface the entries that need a second look before your auditor does.
Due Diligence Automation
Run multi-company due diligence workflows directly inside Tally and your document environment. Cross-reference data across entities, periods, and document types in one pass.
Private by Default
Your Tally data, ledgers, and client documents never leave your environment. Zosma Financial AI runs privately — no sensitive financial data is routed through global cloud platforms.
KYC & Onboarding Workflows
Structured KYC data extraction, document verification, and onboarding report generation for MSME-focused platforms. Connects to TReDS-linked reporting pipelines.
Frequently Asked Questions
Everything about Zosma Financial AI.
Access Is Request Basis Only
Every deployment is customised for the firm using it. Fill in the form below and expect to hear back within 24 hours.
Tell us about your firm
A 30-Minute Conversation Is All It Takes
We will walk through your Tally environment, identify where AI can cut hours from your workflow, and show you exactly what a deployment would look like for your firm.