Integrations

Four ledgers. One group.

Halfkit reads from QuickBooks Online, Xero and Zoho Books over OAuth, and from TallyPrime through a small Windows agent. It never writes to your books.

Connections

Northwind Group · read-only

Holding Ltd · QuickBooks OnlineOAuth
Northwind UK · XeroOAuth
Northwind India · Zoho BooksOAuth
Northwind Mfg · TallyPrimeSync agent
4 companies, 4 ledgers Writes to books never
Illustrative group with one company on each of QuickBooks Online, Xero and Zoho Books, connected over OAuth, and one on TallyPrime, connected through the sync agent.

At a glance

What works with which ledger.

Reports available for each accounting system
Report QuickBooks OnlineQBO Xero Zoho Books TallyPrime
Profit & lossYesYesYesYes
Balance sheetYesYesYesYes
AR & AP agingYesYesYesBill-by-bill parties
Cash flow statementYesFrom balance sheetsFrom balance sheetsFrom balance sheets
Connects byOAuthOAuthOAuthWindows agent
Consolidation, budgets, alerts and board packs are built on these reports, and a group can mix all four.

Ledger by ledger

What's read, how, and the limits.

QuickBooks Online

What's read
Profit & loss, balance sheet, cash flow statement, AR and AP aging.
How it connects
OAuth through the official API. An admin can also disconnect a company from inside Halfkit.
Limits
QuickBooks Online only; QuickBooks Desktop isn't supported.

Xero

What's read
Profit & loss, balance sheet, receivables and payables aging.
How it connects
OAuth. Approve several organisations in one sign-in and each one is connected. Admins can disconnect from inside Halfkit.
Limits
The cash flow statement is worked out from balance sheet movements rather than read from the ledger.

Zoho Books

What's read
Profit & loss, balance sheet, receivables and payables aging.
How it connects
OAuth, for organisations in any Zoho data centre: US, EU, India, Australia, Japan, Canada, China and Saudi Arabia.
Limits
The cash flow statement is worked out from balance sheet movements rather than read from the ledger.

TallyPrime

What's read
Month-end ledger balances and open bills. Halfkit builds the P&L, balance sheet and aging from them.
How it connects
A Windows sync agent on the PC running Tally, reading Tally's built-in connector on port 9000.
Limits
Aging covers parties tracked bill by bill. The cash flow statement is worked out from month-end balances, with no drill-down to vouchers.

The Tally agent

Tally stays on your PC. Balances come to Halfkit.

TallyPrime is desktop software, so a small Windows .exe runs on the PC where it's installed and syncs once a day. Pick how it runs.

Scheduled task

For a PC left unattended.

Run the agent once with --install and it schedules itself to sync daily. Nothing to keep open.

Tray app · newer

For Tally open all day on a desk.

halfkit_tally_tray.exe starts at logon without admin rights and syncs daily while it runs. It shows the last sync and its result, with Sync now, Open Halfkit and the log in its menu. Its sync token is stored encrypted in your Windows profile.

What leaves the PC

Balances and open bills. No vouchers.

  • Group names and ledger names
  • Closing balances
  • Open bills: party, reference, dates, amount
  • Vouchers

Mixing ledgers

A Tally parent, a Xero subsidiary. Same report.

Any company from any of the four can sit in the same group. Each keeps its own currency; Halfkit translates them into the group's reporting currency. Account mapping lines up different account names, and eliminations work across ledgers. See consolidation.

Reports are stored every night. If a connection breaks, Halfkit shows the last saved figures with a note saying so, rather than a blank page.

One group, four ledgers

Parent · MumbaiTallyPrime · INRSync agent
Subsidiary · BengaluruZoho Books · INROAuth
Subsidiary · LondonXero · GBPOAuth
Subsidiary · DelawareQuickBooks Online · USDOAuth
Reports inINR
Illustrative group.

Not supported yet

MYOB, Sage and others: not yet.

Halfkit doesn't connect to these today. If one of them holds a company in your group, Halfkit can't consolidate it yet. Tell us which one you need at hello@halfkit.com.

Not available

  • MYOB
  • Sage
  • FreeAgent
  • QuickBooks Desktop
  • NetSuite

Also not offered

  • Public API
  • Excel add-in

Questions

About connecting.

Does Halfkit write anything to my books?

No. It reads reports from QuickBooks Online, Xero and Zoho Books, and receives balances from the Tally agent. It never creates or edits transactions.

Does the Tally agent need admin rights?

The tray app doesn't: it starts at logon under your Windows user. The scheduled task is set up by running the agent with --install.

Does Tally need to be open when the agent syncs?

The agent reads Tally's built-in connector on port 9000, which answers while TallyPrime is running. The tray app suits a PC where Tally stays open all day.

How do I stop Halfkit reading my data?

Revoke access from QuickBooks, Xero or Zoho at any time, or stop the Tally agent. Admins can also disconnect a QuickBooks or Xero company from inside Halfkit.

Connect your first company in minutes.

Cloud ledgers connect over OAuth; Tally takes one small download. Each company gets 90 days free from signup (first 100 signups, with 100 AI credits).