PrivacySecure
PrivacySecure
A Windows companion for TallyPrime: live dashboard, reports, and AI access to your books with personal data masked first.
Sales, margin, cash and bank, receivables and payables ageing, and GST position, read live from TallyPrime.
Browse the Day Book and any ledger in a Tally-style layout without switching back and forth inside TallyPrime.
The core financial statements for the company and period you pick, ready to review or hand to a client.
Export reports to Excel for working papers, notes and client packs.
AI apps that support MCP, such as Claude Desktop, connect to your books through a server running on your own computer. Set it up from the app's Connect AI apps page.
Names of individuals and proprietors are replaced with tokens like PERSON_0001 before data reaches the AI model.
PAN, Aadhaar, phone numbers, e-mail addresses, UPI IDs and bank account numbers are redacted from what the AI model sees.
A privacy & disclosure log records what was shared with AI apps, so you have a record of each disclosure.
scan-transcripts checks saved AI conversations, as a second check on what was shared.
Everything runs locally. Your Tally data never goes to Authentic Technologies; AI features use the AI app you choose, on your own plan.
Vouchers prepared through AI are shown to you as a draft and posted to TallyPrime only after you confirm.
GST invoices and masters prepared through AI follow the same draft-then-confirm step before anything is posted.
Form 3CD working papers clause by clause, drawn from the books, with an Excel workbook to review and file alongside your audit.
A GST summary from your TallyPrime data to review your position before returns.
| Pro | Advanced | Team | |
|---|---|---|---|
| Price per year | ₹2,999 + GST | ₹8,999 + GST | ₹14,999 + GST |
| Machines | 1 | 2 | 5 |
| Tally companies | 2 | 5 | Unlimited |
| Dashboard, reports, Excel export | ✓ | ✓ | ✓ |
| Masked AI (MCP) read access | ✓ | ✓ | ✓ |
| Privacy & disclosure log | ✓ | ✓ | ✓ |
| Posting through AI (drafts + confirmation) | — | ✓ | ✓ |
| Tax audit (Form 3CD) working papers | — | ✓ | ✓ |
| GST summary, GST invoices, item GST masters | — | ✓ | ✓ |
The app includes a 3-day free trial with Pro features for one company — no key needed to start.
Activation needs internet once. After that Ledger Shield works offline until your licence's expiry date.
Release a machine from the app's Licence page to free its slot, then activate on the new computer.
| Software | Requirement | Status |
|---|---|---|
| Operating system | Windows 10 / 11 (64-bit) | ✓ Required |
| TallyPrime | XML server enabled (F1 › Settings › Connectivity, port 9000) | ✓ Required |
| AI app with MCP support | e.g. Claude Desktop, on your own plan | For AI features |
| Internet | Once, for licence activation | ✓ Required once |
| macOS / Linux | Windows-only app | ✗ Not supported |