For decades, Tally has been a default accounting software for organizations of all sizes and domains. It allowed business leaders to manage their end-to-end accounting tasks from managing accounts and invoices to generating reports. It played a critical role in ushering in a new era of application-based processes replacing manual accounting methods using Excel sheets. However, we are witnessing digital transformation of business processes with cloud-based apps becoming a norm. However, there is no Tally mobile application for businesses to digitalize their account management.
Businesses rely on third-party solutions like ZikZuk’s BFM (Business Finance Manager) to access Tally data on mobile. It allows them to access their financial data from anywhere and anytime. In this article, we will discuss how should companies go about choosing the right Tally mobile application for their businesses.
Role of Tally Mobile Application
In the last few years, the world has become digital-first with everything accessible on their mobile through applications. Almost every enterprise application adapted to this shift making their products available across devices. With Tally being a premier accounting, businesses are keen to extend their Tally data on Mobile through the Tally mobile application. Some of the key advantages of the Tally application are listed below.
- Finance and business leaders can access their Tally data on mobile which allows them to manage their accounts and business on the go.
- Tally mobile application gives users a real-time view of their financial details including transaction data.
- You can implement approval workflows by integrating Tally ERP with their mobile application.
- The Tally mobile application allows you to track expenses, capture receipts, and bucket expenses in different categories.
- By accessing Tally data on mobile you can create and share invoices in addition to tracking sales pipeline.
For businesses looking to move their Tally data to mobile, there are a number of options for Tally mobile applications. However, you need to conduct thorough research before picking a solution. Below, we have listed some of the factors that should influence your decision.
Choosing the Right Tally Mobile Application
Evaluate compatibility
The mobile application you choose must be compatible with whatever version of Tally software you are using. If the solution you choose doesn’t have all the features to enable seamless access to Tally data on mobile, then you will have an inefficient setup.
Check for necessary features
Make a list of features you will require to leverage Tally data while accessing it remotely. Besides being a centralized hub of all your accounting data, the Tally mobile app must empower you to take care of executing sales-related activities. Some of the important features of the Tally mobile application are:
- Real-time access to financial and accounting data,
- Ability to track expenses across the organization,
- Configure approval workflows for faster processing, and
- Creating, sharing, and managing invoices on the go.
Understand the scope of integration
To maximize the advantage of using Tally on mobile devices, the mobile app must integrate with Tally ERP and other Tally solutions to create an ecosystem that streamlines data collection from anywhere. The free flow of data is an important aspect of the Tally mobile app to give you a comprehensive view of financial data.
User-friendly UI for easy adaptability
You must choose a mobile application that has a modern and simple user interface while retaining the core aesthetics of Tally for ease of use. It should be simple enough to enable seamless navigation and at the same time powerful enough to perform accounting tasks effectively.
Assess the security posture of the application
Tally mobile application manages your entire financial data and accounting records, making it a critical asset, and hence, security must be a priority factor in picking the ideal solution. Check the data handling process of the application, its encryption standards, and authentication methods.
Research vendor credibility
See if your Tally mobile application has a credible reputation in the market. You can do this by checking the user reviews on app stores, and other similar portals. You can also seek feedback from their existing customers. Try getting firsthand information about its performance and reliability before deciding on a solution.
Understand its cost and subscription plans
Different mobile applications have different pricing strategies. You must evaluate the pros and cons of each of them so that you get the best value for your buck. More importantly, check for any hidden or layered costs for the usage.
BFM – Your ideal Tally mobile application
In the digitally-paced world, businesses need to enhance their operations through advanced capabilities. Tally is a great desktop tool, but with restrictions that don’t suit the current market needs. You can extend its functionality through the Tally mobile application so that you are in control of the business finances regardless of your geographical location. ZikZuk’s BFM is the leading business intelligence platform that allows you to access Tally data on mobile. BFM can be a great asset for moving sales personnel to create purchase orders, invoices, and bill receipts from the mobile. It gives them much-required flexibility and eliminates mistakes.