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Integration Overview

Key Features

  • Real-time synchronization of financial data, including invoices and expenses
  • Automated tracking of maintenance costs and asset-related expenditures
  • Seamless reconciliation of payments and invoices within Tally Prime
  • Integration of purchase orders and vendor management workflows
  • Multi-currency support for global financial operations
  • Centralized reporting for maintenance and financial data
  • Automated updates to Tally Prime’s accounts payable and receivable modules
  • Support for GST and other tax compliance tracking
  • Customizable workflows to align with financial processes in Tally Prime
  • Secure API-based integration for scalable and reliable data exchange

How it works

1

Connect Tally Prime Account

Use secure API credentials to link your Tally Prime account with DreamzCMMS, enabling seamless data exchange.

2

Sync Financial Data

Automatically synchronize invoices, expenses, and financial records between DreamzCMMS and Tally Prime.

3

Automate Expense Tracking

Record and update maintenance-related expenses in DreamzCMMS, which are instantly reflected in Tally Prime.

4

Reconcile Payments and Invoices

Match payments recorded in Tally Prime with invoices generated in DreamzCMMS for streamlined reconciliation.

5

Integrate Purchase Orders

Sync purchase orders and vendor details between DreamzCMMS and Tally Prime for efficient supplier and procurement management

6

Support Tax Compliance

Automatically apply GST and other tax calculations to financial transactions, ensuring accurate compliance tracking.

7

Generate Consolidated Reports

Access unified reports that combine maintenance and financial data for better insights and decision-making.

8

Go Live and Monitor Operations

Activate the integration, monitor real-time data synchronization, and optimize workflows for improved financial management.

The Benefits to Your Business

1

Streamlined Financial Management

Automate the synchronization of invoices, expenses, and purchase orders, reducing manual data entry and improving accuracy.

2

Real-Time Expense Tracking

Track maintenance-related expenses in real-time, ensuring up-to-date financial records and better budget management.

3

Seamless Payment Reconciliation

Simplify reconciliation by automatically matching payments with invoices, saving time and reducing errors.

4

Enhanced Tax Compliance

Ensure accurate GST and other tax calculations with automated compliance tracking directly within Tally Prime.

5

Comprehensive Reporting

Generate consolidated reports combining maintenance and financial data, enabling data-driven decisions and improved operational efficiency.

FAQ

The integration provides synchronization of invoices, expenses, financial data, purchase orders, and payment reconciliation.

Yes, maintenance expenses recorded in DreamzCMMS are automatically updated in Tally Prime for accurate financial tracking.

Yes, the integration supports multi-currency operations, enabling global financial management.

Payments recorded in Tally Prime are automatically matched with invoices generated in DreamzCMMS, simplifying the reconciliation process.

Yes, purchase orders and vendor details are seamlessly synchronized between DreamzCMMS and Tally Prime for efficient procurement management.

Absolutely. The integration ensures automated GST and other tax calculations for accurate compliance tracking.

You can generate consolidated reports on maintenance expenses, procurement, tax compliance, and financial data.

Yes, the integration uses encrypted APIs and adheres to industry-standard security protocols for reliable data transfer.

You need an active Tally Prime account, a DreamzCMMS subscription, and API credentials for the integration setup.

DreamzCMMS provides comprehensive setup assistance, troubleshooting, and user training to ensure seamless integration with Tally Prime.