Connect Tally to your apps
Authorize personal app connections from Tally's named connection cards and reconnect or disconnect an account.
Open My Connections
Open Firm settings > Connections, or Tally Settings > My connections. Choose the named app card you want to use. The older Zapier and generic Composio server-URL setup is no longer the connection flow; this article keeps its original URL for existing bookmarks.
Each connection belongs to the signed-in firm member. Other people connect their own accounts. Connecting one app does not authorize another.
Connect An App
- Find the app under My connections or Work apps.
- Choose Connect and complete the provider's sign-in and consent.
- Return to LedgerHQ and let the card finish checking.
- Confirm that it says Connected before relying on it.
If consent is incomplete, use Continue. Use Reconnect when the card requires renewed authorization. Each work app supports one active account per person; continue or reconnect the existing card instead of adding duplicates.
Tally receives the tools exposed by the connected app. Review the provider permissions during consent, and give clear instructions before messages, deletions, billing changes, or other consequential actions.
Check Or Remove Access
Use Check status to refresh work-app status. A card can distinguish Not connected, Authorizing, Reconnect required, Needs attention, Setup required, and Status unavailable. A status lookup failure is not proof that the account was disconnected.
Choose Disconnect on the relevant card and confirm to remove that personal connection. An unavailable app does not disable unrelated bookkeeping work.
Personal Preferences And Files
Tell Tally which calendar, inbox, or other resource to use when an app exposes several. Personal defaults belong to your login, not the whole firm.
Outside-app attachments remain private conversation evidence until you ask Tally to save them to an authorized shared firm or company Files location. See Tally evidence attachments.
These connections let Tally use outside apps. To let an outside assistant work with LedgerHQ, use API keys and MCP access.