Step 1 of 5
Welcome! Let's get you started
Tell us a bit about you. We'll send your business reports straight to your WhatsApp.
This takes about 2 minutes. No software to install on your phone.
Step 2 of 5
Which company in Tally?
Type your company name exactly as it appears in Tally. This tells us which data to read.
Open Tally and check the company name on the top. It must match exactly — spelling, spaces, and all.
Step 3 of 5
Where does Tally run?
If Tally is on this same computer, just click Continue — the defaults are fine.
Only change these if Tally runs on a different computer in your office network.
Most users don't need to change anything here. Just click Continue.
Step 4 of 5
Tally login (if any)
Does your Tally have a username and password? If you're not sure, just skip this step — most Tally setups don't need it.
Almost done!
Download and run on your Tally computer
We've created a small setup file for you. Download it, save it, and double-click it on the computer where Tally is running.
Waiting for your Tally data... (run the file you downloaded)
What to do next:
- Save the downloaded file
ceopilot_setup.bat anywhere on your Tally computer
- Make sure Tally Prime is open with your company loaded
- Double-click the file — it will read your Tally data and connect it to your WhatsApp
- You'll see a confirmation when it's done. That's it!
Important: The company name in Step 2 must match Tally exactly, or data won't load. Go back if needed.
▶ Once connected, try asking a question in the chat!
Need help? Contact support →