Tally and XDQ AgentOS
Tally runs on your computer, so you bring receivables in as a file.
What Tally adds to your agents
Upload the Bills Receivable report as CSV or Excel
Columns are matched automatically
Works with: Collections Agent.
Connect in a few minutes
- STEP 1
Export from Tally
Export the Outstandings, Receivables report from Tally and upload it in the Collections Agent.
- STEP 2
Upload in Collections
Open the Collections Agent and upload the file. Columns are matched automatically.
- STEP 3
Approve reminders
The agent drafts reminders. A person approves each one before it is sent.
Other integrations
Tally integration: common questions
Are my keys safe?
Keys are tested before they are saved, stored encrypted on the server, and never shown again in full. You can disconnect at any time, which deletes them.
Will anything be sent to my customers without me?
No. Agents draft messages and a person approves them first. Connections only change where an approved message is sent from, or bring data in.
What does it cost?
Connections are included with XDQ AgentOS. Agent work is counted in credits as usual.
XDQ AgentOS is not affiliated with or endorsed by these companies. Names are trademarks of their owners.
Connect Tally and put your agents to work.
Send the workflow. Our sales experts reply with a scope and a custom quotation within two working days, or a straight answer that it isn't a fit.