Books stay where they are
Tally-first by design
A read-only on-premise agent mirrors companies, ledgers and vouchers into one secure group view. Your accountants keep working in Tally Prime.
No ledger migration
HMAC-signed sync
Stale-sync alerts
Built for Indian multi-entity finance teams
Every entity.Every deadline.One clear view.
Turn Tally data into group-wide compliance intelligence. Reconcile GST and TDS, prepare returns, manage notices and give auditors exactly what they need—without changing how your accountants keep books.
Tally-firstRead-only intelligenceHuman-controlled filing
Live group view
Group health
91/100
HealthyOpen work
18
Across 4 entities
ITC at risk
₹8.42L
12 exceptions
Entity compliance map
Live module signals from open work
ENTITYGSTTDSMCAPF
BM Textiles
Northstar Retail
Aravali Foods
Orbit Services
AI-assisted
What needs attention this week?
3 GST deadlines · 1 notice response · 12 ITC exceptions
Grounded in your workspace
One view
for the entire holding
Five roles
with explicit access limits
Two recons
GST and TDS workflows
Zero migration
Tally remains the source
From fragmented work to one operating rhythm
Control compliance without replacing the books.
BM Finance OS sits above Tally and turns accounting data, statutory inputs and team activity into a governed workflow your CFO can actually see.
Find the money at risk
GST and TDS reconciliation
Run GSTR-2B purchase matching and 26AS/AIS reconciliation through clear upload, run and exception-review workflows.
ITC risk surfaced
Mismatch drill-down
Exportable results
From books to review-ready drafts
Return preparation
Prepare GSTR-1, GSTR-3B and GSTR-9/9C from mirrored Tally data, with at-risk ITC held back and human review kept in control.
Monthly and annual prep
Turnover reconciliation
Human sign-off
A cleaner month-end
From raw books to sign-off, without the spreadsheet chase.
The workflow keeps machines useful and humans accountable. Automation prepares and flags; your finance team reviews, approves and decides what goes out.
Walk through the demo- 01
Connect
The signed Tally Agent mirrors companies, vouchers, ledgers and entries into the group workspace.
- 02
Reconcile
Upload statutory data, run matching and surface exceptions with the money at risk clearly labelled.
- 03
Act
Create accountable tasks, route notices, gather evidence and monitor every entity from one calendar.
- 04
Review
Prepare returns and disclosures for human sign-off. The platform never pretends a draft has been filed.
One platform, the full compliance picture
Built around the work finance teams already do.
Every module shares the same entities, access model, task engine and audit trail—so exceptions do not disappear between tools.
Group dashboard
Health scores, penalty exposure, ITC at risk, deadlines and module-level signals across every visible entity.
Compliance calendar
Generate recurring GST, PF and ESI obligations without duplicate tasks, then track each one through a controlled workflow.
TDS intelligence
Detect TDS entries in Tally, classify sections, reconcile with 26AS and prepare the working buckets for 24Q/26Q.
Inter-company and RPT
Detect group transactions, review Section 40A(2) exposure, manage §188 approvals and export AOC-2 disclosures.
Notice inbox
Upload PDF notices, extract structured details, track due dates, link tasks and keep draft responses beside the source.
Document intelligence
Store evidence in a searchable vault with local OCR first and configurable vision escalation when extraction needs help.
AI advisory
Ask compliance questions over a curated regulatory corpus with provider failover, configurable models and human review boundaries.
Auditor data room
Lock curated evidence snapshots and share them through revocable, expiring links instead of open-ended folders.
Entity-scoped teamwork
Give CFOs a group-wide view while accountants see only assigned companies and every role has explicit workflow limits.
Regulatory change impact
Capture a circular, identify affected entities and turn recommended actions into accountable work.
DPDP controls
Export an entity’s records or run a controlled erasure workflow that removes database rows and stored blobs together.
Append-only audit trail
Record consequential actions such as status changes, access assignments, calendar generation and retention sweeps.
Control is a product feature
Visibility for the CFO. Boundaries for everyone else.
Access follows the holding, the user’s role and their assigned entities. Consequential actions are attributable, secrets stay server-side, and external audit access expires.
Tally remains the system of record
Entity-scoped RBAC across five roles
HMAC-authenticated ingest and agent traffic
AES-256-GCM-sealed AI provider keys
Expiring, revocable auditor share links
PostgreSQL constraints protect workflow integrity
Useful at every seat
One source of truth, shaped for each role.
CFO
See the whole holding
Group health, penalty exposure, ITC risk, approaching deadlines and stale Tally connections—without asking for another spreadsheet.
Finance team
Work the exception, not the file
Assigned entities, repeatable workflows, reconciliation drill-downs, return drafts and evidence all stay connected.
Auditor
Receive a clean, controlled room
Review locked evidence snapshots through time-limited links while the business retains access control and an audit trail.
Straight answers
Know exactly what you are adopting.
The platform is deliberately honest about the line between intelligent preparation and statutory action.
Does BM Finance OS replace Tally?
No. Tally remains the system of record. BM Finance OS reads a controlled mirror and adds group visibility, reconciliation and workflow above it.
Does it submit returns automatically?
Not today. It prepares drafts and exports for review; a human remains responsible for approval and filing. Portal integrations are roadmap work.
Can different teams see different companies?
Yes. CFO and Admin roles can work group-wide, while other roles are restricted to assigned entities and workflow permissions.
Where does AI fit?
AI assists with advisory, document extraction and regulatory impact. Provider chains are configurable, source material is curated, and consequential decisions stay with people.
Pilot-ready
Start with one holding. Keep Tally. Gain control.
Explore the seeded product experience today. Commercial subscriptions and self-serve billing are on the roadmap; guided pilots can validate the workflow with your finance team first.