Biz Analyst for Tally: Features, Pricing, Setup & LimitsÂ
Suppose you’re visiting a customer who wants to know their outstanding balance before placing another order. The details are recorded in TallyPrime, but your accounting computer is at the office. You could call your accountant and ask for a report, or you could check the information directly on your phone.
That’s where Biz Analyst Tally on Mobile comes in.
Biz Analyst is a mobile business management application that connects with TallyPrime and Tally.ERP 9. It allows business owners and authorised employees to view sales reports, outstanding payments, stock information, customer ledgers and other accounting details without sitting in front of their office computers.
The application also supports selected business transactions, including sales orders, invoices, receipts and payments. But how does Biz Analyst connect with Tally? Can it work when your office computer is switched off? And is it a suitable replacement for TallyPrime?
Let’s understand how the application works, what it costs, how to set it up and where it can be useful for your business.
What Is Biz Analyst Tally on Mobile?
Biz Analyst is a third-party application developed by SiliconVeins Private Limited that allows users to access their Tally accounting data through Android and iOS devices. The application connects with your existing TallyPrime or supported Tally.ERP 9 installation and presents business information in a mobile-friendly format.
Instead of opening TallyPrime on a computer whenever you need a report, you can use Biz Analyst to check the information available through the mobile application.
For example, a business owner can use Biz Analyst to:
- Check daily, monthly or customer-wise sales.
- View outstanding receivables and payables.
- Monitor stock quantities and inventory movements.
- Access customer and supplier ledger information.
- Share invoices and payment reminders.
- Create supported orders and accounting entries.
- Monitor sales team activities through available management features.
The application can be especially useful for wholesalers, distributors, retailers and businesses where owners or sales representatives regularly work outside the office.
However, Biz Analyst should not be confused with the complete TallyPrime desktop software.
Biz Analyst provides access to selected Tally data and supported business functions through a mobile interface. It does not install the full Windows version of TallyPrime on your smartphone.
If you need complete accounting functionality, including every configuration and operation available in TallyPrime, you may still require the desktop application or a suitable remote-access solution.
How Does Biz Analyst Work with TallyPrime?
Biz Analyst uses a desktop connector to transfer information between your Tally company data and the mobile application.
Your accounting team can continue recording transactions in TallyPrime as usual. The connector then synchronises the selected company information so authorised mobile users can access it.
The process involves three main components.
TallyPrime or Tally.ERP 9
Your existing Tally software remains the primary accounting system.
Sales invoices, purchase records, receipts, payments, inventory details and other business transactions are maintained in Tally.
You don’t need to move your complete accounting operations to the mobile application to use Biz Analyst.
Biz Analyst Desktop Connector
The desktop connector is installed on the computer where Tally is running or on a system that can access the required Tally configuration.
It reads data from the companies you have selected for synchronisation and transfers that information to the Biz Analyst service.
According to the developer’s documentation, the connector encrypts business data before transferring it to the service’s servers. After the initial synchronisation, the connector checks for changes so updated information can become available in the mobile application.
Biz Analyst Mobile Application
Once the data has been synchronised, users can sign in to the Biz Analyst application on their Android phones or iPhones. They can select an authorised company and access its available reports, customer information and business functions.
One useful aspect is that previously synchronised data can remain accessible even when TallyPrime is not running at the office.
However, new transactions recorded in Tally will not appear on the mobile app until the connector completes another successful synchronisation.
Similarly, transactions created through the mobile app depend on the supported synchronisation and import settings before becoming available in Tally. This distinction is worth understanding if your business relies on frequently updated sales or inventory information.
Key Features of the Biz Analyst Mobile App
The main reason businesses use Biz Analyst is to access accounting information without repeatedly requesting reports from their accounts department.
Its features cover reporting, outstanding management, inventory monitoring and selected data-entry activities.
 Access Sales and Purchase Reports
Biz Analyst allows users to review sales and purchase information from their mobile devices. You can examine business performance across different periods and review reports relating to customers, suppliers and stock items.
For instance, if you operate a wholesale business, you might want to identify which customers purchased the most goods during the previous month. Instead of asking your accountant to prepare a separate report, you can check the relevant sales information through the app.
Businesses can use these reports to understand purchasing patterns, compare sales across periods and identify customers whose ordering activity has reduced.
Track Outstanding Payments
Late customer payments can create problems even when a business has healthy sales.
Biz Analyst provides access to receivables and payables, helping users identify customers with pending balances.
You can review customer outstanding information, check relevant ledger details and send payment reminders through supported channels. The application supports sharing reminders through WhatsApp, email and SMS, subject to the applicable functionality and charges.
Consider a distributor supplying products to several retailers. Before visiting a retailer, the salesperson can check the customer’s outstanding balance and discuss pending payments during the meeting.
This reduces the need to contact the accounts team separately for every customer visit.
Monitor Inventory and Stock Information
Inventory information is particularly useful for businesses handling frequent customer orders. Biz Analyst allows users to view stock details and item-related reports connected to their Tally data.
For example, a salesperson visiting a customer may need to check the recorded stock quantity of a particular product before confirming an order. The application can help them review this information without calling the warehouse or accounts department. Users can also examine item sales and identify products that have received limited customer demand.
Remember that stock information reflects the latest successfully synchronised data. For time-sensitive orders, confirm availability if transactions may have occurred after the last sync.
Create Sales Orders and Other Entries
Biz Analyst is not limited to viewing reports.
Its current product information describes support for creating several types of business entries directly through the mobile application, including:
- Sales orders and purchase orders.
- Sales invoices and purchase invoices.
- Receipt and payment entries.
These functions can be useful for sales teams that collect orders or payments while visiting customers.
For example, a salesperson can prepare a supported sales order during a customer meeting instead of writing the details separately and sending them to the office.
Manage Multiple Companies and Employee Access
Business owners who maintain several companies in Tally may need to review information from more than one organisation. Biz Analyst supports connecting multiple companies, allowing authorised users to select the company information they need.
The application also offers user permissions for controlling access. For instance, a sales representative may need to view customer balances and sales information but should not have access to profit and loss reports or company-wide financial details.
With suitable permissions, the administrator can restrict the employee’s access to relevant information.
This is particularly useful when several team members need mobile access but have different responsibilities.
How to Install and Set Up Biz Analyst for Tally on Mobile
You need a working Tally installation, the Biz Analyst desktop connector and the mobile application to complete the basic setup. Before starting, make sure you can access the required Tally company and have permission to configure the accounting computer.Â
Step 1: Download the Biz Analyst Desktop Connector
Visit the official Biz Analyst download page.
Download the desktop connector and install it on the computer used for accessing your Tally company data.
Open the connector after installation. You will be asked to sign in or create a Biz Analyst account if you don’t already have one.
Use an email address that you can access, as the same account credentials will be needed when connecting the mobile application.
Step 2: Configure the Tally Connection
Open TallyPrime or your supported Tally.ERP 9 installation.
Make sure the company you want to connect is loaded. The Biz Analyst connector needs the correct Tally connectivity settings to read the required information.
The official setup instructions mention port 9000 as a commonly detected configuration. However, your actual port may differ. Check your Tally configuration rather than changing the port without understanding the existing setup
If the connector cannot detect Tally automatically, enter the appropriate connection details and verify that the connection works.
Step 3: Add Your Tally Company
Once the connector communicates with Tally, it should display the companies available for synchronisation. Select the company you want to access on your mobile phone and add it to Biz Analyst.
You may also be asked to select the relevant time zone and starting period for the data. Choosing an appropriate starting period can help you avoid synchronising more historical information than your business needs.
The initial sync may take longer for companies containing a large number of transactions.
Step 4: Install the Mobile Application
Download the official Biz Analyst application from Google Play or the Apple App Store, depending on your device.
Check the developer details before installing to avoid confusing it with similarly named applications.
Sign in using the account associated with your desktop connector. Once your company data is available, select the relevant company from the application.
Step 5: Verify Your Reports
After completing the setup, open a few reports and compare them with your accounting records in Tally. For example, check a customer balance, the latest recorded sales total and a stock item quantity.
These comparisons can help identify configuration or synchronisation problems early.
If a report appears outdated, inspect the connector status and confirm when the latest successful synchronisation occurred.
Biz Analyst Tally on Mobile Pricing and Free Trial
Biz Analyst uses a subscription-based pricing model. The amount you pay depends on your selected subscription period, connected Tally licence and number of devices.
The developer’s published Indian pricing lists the following Business plan amounts:
| Subscription period | Listed price |
| 1 year | ₹3,300 |
| 3 years | ₹6,600 |
| 5 years | ₹9,900 |
These are listed base prices, and the official pricing information states that 18% GST applies. The published terms also describe additional charges for extra devices.
Biz Analyst offers a 7-day free trial, allowing businesses to evaluate the application before committing to a paid subscription. Some automated WhatsApp and SMS reminder functions require additional BizA credits. Manual sharing and certain email functions may have different charging conditions.
Before purchasing, review the latest details on the official Biz Analyst pricing page.
Prices, inclusions and promotional offers can change. It is worth confirming the final amount, device entitlement and applicable taxes at checkout.
Benefits of Using Biz Analyst for Business ManagementÂ
The usefulness of Biz Analyst depends on how frequently your business needs information from Tally outside the office. For a business owner who checks accounts only while sitting at their desk, a mobile application may provide limited additional value.
But the situation is different for someone managing sales, customer collections or inventory across several locations.
Faster Access to Business Information
Many small businesses depend on their accountants for routine reports.
A business owner may need the day’s sales figure, a customer balance or the amount pending from suppliers. With Biz Analyst, authorised users can check available information themselves, provided the data has been synchronised.
This reduces repeated requests for basic reports and allows the accounting team to concentrate on its regular work.
Better Coordination with Sales Teams
Salespeople often need customer information while travelling.
Suppose a salesperson visits a retailer who wants to place a fresh order but has an outstanding balance from earlier invoices. The salesperson can check the available balance information and discuss it with the customer before proceeding.
If permitted, the salesperson may also create an order or record a supported entry through the application. The accounts team can then review the resulting information according to the business’s established workflow.
Easier Monitoring of Business Performance
Regular reporting helps owners understand how the business is performing.
Biz Analyst allows users to check sales trends, customer activity and inventory information without relying entirely on manually prepared spreadsheets. For businesses with multiple salespeople or locations, this provides a convenient way to review selected operational information while away from the office.
It does not eliminate the need for proper accounting review, but it can make routine monitoring more accessible.
Limitations of Biz Analyst Tally on Mobile
Biz Analyst can simplify access to business information, but there are situations where the complete TallyPrime application remains necessary.
The first limitation is functionality.
Biz Analyst provides selected reports and data-entry features. It does not reproduce every accounting, inventory, taxation and configuration function available in TallyPrime.For complex voucher adjustments, detailed company configuration or specialised accounting tasks, users may still need TallyPrime itself.
The second consideration is synchronisation.
Although previously synchronised information can be available on mobile, new transactions require a successful connection and sync before appearing in the app. If the office computer is switched off, the connector is not running or connectivity is interrupted, users may not see the latest records.
Another consideration is licensing. Businesses with several employees may need additional subscriptions or device entitlements. Finally, access permissions deserve attention. Financial information should only be available to employees who genuinely need it.
Before implementing Biz Analyst across a sales team, test the required permissions and establish a clear process for reviewing mobile-created entries.
Biz Analyst vs Tally on Cloud: What’s the Difference?
Biz Analyst and Tally on Cloud can both help businesses access Tally-related information remotely, but they serve different requirements. Biz Analyst provides a dedicated mobile application with selected reporting and business management functions.
Tally on Cloud generally refers to running Tally software on a remotely hosted Windows environment that authorized users can access over a network connection.
Biz Analyst vs Tally on Cloud Comparison
| Feature | Biz Analyst | Tally on Cloud |
| Main purpose | Mobile reporting and supported business operations | Remote access to hosted Tally software |
| Access method | Android or iOS application | Remote desktop or hosted access |
| User interface | Mobile-friendly application | TallyPrime desktop interface |
| Accounting functionality | Selected supported functions | Broader TallyPrime functionality |
| Internet requirement | Needed for fresh synchronisation | Usually needed for remote sessions |
| Typical users | Business owners and sales teams | Accountants and remote accounting teams |
| Pricing | App subscription and device entitlements | Hosting charges and applicable software licensing |
Which One Should You Choose?
If your main requirement is checking sales, stock availability, outstanding payments and customer information on a phone, Biz Analyst may be sufficient.
It is designed for these activities and provides a more mobile-oriented interface. However, if employees need to work extensively inside TallyPrime while away from the office, a Tally on Cloud solution may be more appropriate.
For example, an accountant who needs to create numerous vouchers, reconcile accounts, prepare financial reports and work with company settings may find remote access to the full TallyPrime environment more suitable.
Mobile usability is another consideration. A complete desktop application accessed through a small phone screen may be less convenient than an app designed for mobile interaction. Some businesses may benefit from both approaches: Biz Analyst for routine business monitoring and Tally on Cloud for remote accounting work.
The better choice depends on the tasks employees need to perform, their devices and the company’s existing IT setup.
Common Biz Analyst Setup and Synchronisation Problems
Most Biz Analyst connection problems are worth checking at the desktop connector before making changes to the mobile application.
Here are several situations users may encounter.
Biz Analyst Is Not Connecting to TallyPrime
If the connector cannot communicate with Tally, first confirm that TallyPrime is running and the required company is open.Check the connection configuration, including the port used by Tally.
If your system uses a non-default port, ensure that the connector has the correct value.Also review whether security software or network settings are preventing communication.
Mobile Reports Are Not Updating
Suppose you enter a receipt in TallyPrime but the customer’s outstanding amount does not change on your phone. The first thing to check is the most recent successful sync.
Verify that the connector is running and that the accounting computer has the necessary connectivity.
If the initial or subsequent synchronisation has not completed, the mobile application may continue displaying older information.
Company Data Is Missing
If a company does not appear in the app, check whether it was added to the desktop connector. Also confirm that you are signing in with the correct Biz Analyst account and have permission to access the company.
Avoid deleting or resetting the company configuration before checking these basic details.
Mobile Entries Are Not Appearing in Tally
Check whether the entry type is supported and whether the connector has completed a sync. For entries imported as optional vouchers, review the applicable auto-import settings and voucher status.
Businesses should also confirm whether additional approval or accounting action is required before treating the entry as final.
Who Should Use Biz Analyst?
Biz Analyst is useful when employees need quick access to Tally information as part of their regular work.
- Small business owners can use it to review sales, customer balances and selected financial reports while travelling or working away from the office.
- Sales managers and field representatives can check customer information, review outstanding amounts and create supported orders during customer visits.
- Wholesalers and distributors may find the inventory and customer reporting functions useful because their teams often need information before accepting orders.
- Finance managers can review selected receivables, payables and business reports without opening the accounting computer for every inquiry.
The application may be less suitable as a standalone solution for accountants whose primary work involves detailed bookkeeping, statutory reporting or complex Tally configuration.
Before subscribing, identify the specific reports and transactions your team needs. A short trial using your actual company data is more informative than choosing an application solely from its feature list.
Frequently Asked Questions About Biz AnalystÂ
Is Biz Analyst available for Android and iPhone?
Yes. Biz Analyst provides mobile applications for Android and iOS devices. You can download the appropriate version through your device’s official application store and connect it to your authorised Biz Analyst account.
Can I use Biz Analyst when TallyPrime is closed?
Yes, you can access previously synchronised business information even when TallyPrime is not currently running. However, new transactions will not become available until the desktop connector can synchronise the updated data.
Is Biz Analyst completely free?
No. Biz Analyst is primarily a subscription-based application, although the developer offers a seven-day free trial. Continued use of paid functionality requires an appropriate subscription.
Can I create invoices and accounting entries using Biz Analyst?Â
Biz Analyst supports selected mobile entries, including invoices, orders, receipts and payments. Available functions and import behaviour depend on the application’s current version, subscription and configuration. Verify how entries are transferred into Tally before using them for regular accounting work.
Can Biz Analyst connect to multiple Tally companies?
Yes. Biz Analyst supports connecting multiple companies. Subscription charges are generally based on the applicable device and Tally licence terms rather than simply the number of companies within one licence.
Is business data secure in Biz Analyst?
The developer states that Biz Analyst encrypts information during its synchronisation process and provides authorised access controls. Businesses should still use strong account credentials, restrict employee permissions and follow suitable internal security practices before sharing financial information through mobile devices.
Does Biz Analyst work without an internet connection?
Previously synchronised information can be accessible offline, according to the developer’s FAQ. However, an internet connection is required to synchronise fresh data. You should not assume that offline information reflects the latest transactions recorded in Tally.
Final Thoughts: Is Biz Analyst Right for Your Business?
Biz Analyst can be a practical option for businesses that regularly need Tally information outside the office. It allows authorised users to check sales, customer outstanding amounts, inventory and other reports from their phones, with additional support for selected business entries.
Its usefulness depends on your workflow. If you mainly need quick reports and customer information, the mobile application may meet your requirements. If your team needs full accounting functionality from different locations, remote TallyPrime access may be a better fit.
Before purchasing, test Biz Analyst with your actual company data, review synchronisation behaviour and confirm the subscription cost. If you’re exploring ways to access Tally remotely, contact TallyMantra to discuss your business requirements and find out which Tally access solution is suitable for your team.