Tally Export & Auto Reminders

@nareshk44

As a freelancer with a decade of experience in data analysis with Excel, I believe my expertise is perfect for the job. Over the course of my career, I've automated multiple excel-based workflows which required extracting data from different sources, reconciling, analyzing and presenting it meaningfully. I've also used APIs to integrate commonly used messaging apps like WhatsApp with excel before, so setting up communication channels within the workbook would not be an issue. Furthermore, since I possess a good command over ODBC/XML & VBA, I'm adept at handling vast datasets and can connect your Tally account seamlessly for export. Additionally, having worked with similar tools and softwares previously, I know the importance of accurate and convenient representations. Thus, rest assured that post-exportation, you'll get timely and easily accessible information on customer contacts, outstanding balances and due dates conveniently clumped together. Moreover, my "Reference Note" skill will undoubtedly come in handy when you require personalized future messaging. By providing clear instructions to me on what sort of reminders you plan on sending to customers in the future, we can incorporate an algorithm that auto-generates such emails based on your reminders instructions. Just know that my commitment is unwavering — so I won’t be satisfied until you are! Let’s collaborate now to transform your project vision into reality!

@Mrxdev95

Hi, I can build a lightweight, Excel-based utility that connects to Tally (via ODBC or XML), extracts customer sales and payment data, reconciles invoices against payments, and sends WhatsApp reminders directly from the workbook. Key features I will deliver: * **Customer & Payment Dashboard:** Customer names, contact info, invoice details, original invoice date, due date, and payments recorded in Tally * **Automatic Refresh:** Upon opening, the workbook refreshes data from Tally, calculates outstanding balances, and flags overdue items * **WhatsApp Reminders:** * “Send All” button to loop through all due items * Option to send individual reminders * Easily customizable message template for personalization * **Excel-Based Workflow:** Fully contained inside the workbook using VBA / Power Query * **Instructions & Documentation:** Step-by-step guidance for connecting to Tally, adjusting the reminder text, and maintaining the workbook This solution ensures you can reconcile invoices efficiently and automate customer follow-ups without leaving Excel, saving time and reducing errors. I can deliver the working Excel file, connection setup instructions, and customization guide promptly. Looking forward to helping streamline your sales and collections workflow. Best regards, Mohamed

@ssldevmaster

Hi, I can easily DO your work IN 24 HOURS, DM me now to get started, PRICE NEGOTIABLE 100% Work satisfaction is provided

@CACPARahul

My name is Garuda, a chartered accountant with broad expertise in foreign compliances, bookkeeping, and virtual CFO services. I have been helping businesses around the world streamline their financial operations for over 8 years. In addition to my CA qualification, I am well-versed in using various accounting software solutions including Tally, Zoho Books, QuickBooks, Xero, and Wave. This technical knowledge combined with my skills in Excel is essential for seamlessly exporting and reconciling data between platforms. Similarly, being adept at MSME recovery advisory will be beneficial in ensuring your reminder texts are not only professional but also aligned with legal requirements. Furthermore, my fluency in Power Query and Vlookup will enable me to develop a robust workbook that extracts timely data from Tally, perform necessary calculations promptly and generate WhatsApp reminders as desired. I'm dedicated to providing tailored solutions to my clients' needs; thus delivering a working Excel file, providing comprehensive connection instructions for Tally and a brief note on adjusting the reminder text won't be a problem. Instead of just hiring an individual for the job, choose a whole team fully equipped to provide you holistic compliance solutions including this project requirement. Let's untangle your finance difficulties with utmost accuracy and timeliness. Let's chat and ensure your finance function runs without a hitch!