Tally Connector · Fintech · Lending

Turning a borrower's accounting books into a credit report in minutes

A one-click connector that pulls a loan applicant's books straight from Tally and generates an automatic credit analysis for the bank.

Client

Tally Connector

Sector

Fintech · Lending

Year

2026

Services

Automation, Web app, Desktop app

bank.dashboard / report / 7K2Q-XM9P

Credit report

Sharma Traders Pvt Ltd

Report ready

Revenue FY26

₹4.8 Cr

Top-5 customers

38%

Receivable days

Monthly sales

0–30d

31–60d

61–90d

90+d

Days → min

Time to a credit view

Installs or admin rights needed

Read-only

Never writes to the books

The challenge

Banks assessing small-business loans were collecting ledgers over email and spreadsheets, then analysing them by hand. It took days per application and was error-prone.

What we built

01A zero-install Windows connector that detects Tally, reads the books with consent and uploads them securely.
02One-time request codes so the bank knows exactly which application the data belongs to.
03An analytics backend that produces revenue, customer concentration, receivables and payables ageing, and working-capital insights.
04A bank dashboard with report status, print-to-PDF and JSON export for loan origination systems.

Stack

GoFastAPIPythonTally XML APIPostgreSQL

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