PrivacySecure

Setting up Ledger Shield

Install, activate, connect TallyPrime and your AI app, and get the most out of the dashboard, reports and tax audit tools.

ABefore you start


BInstall, buy and activate

1

Download and install

Download LedgerShield-Setup.exe and run the installer. The app starts with a 3-day free trial (Pro features, one company), so you can set everything up before buying.

⚠️ Windows may show “Windows protected your PC” because the installer isn't code-signed yet. Click More info, then Run anyway. To check the file first, run certutil -hashfile LedgerShield-Setup.exe SHA256 and compare it with 69FD7BDFDA449A62D1C866FD4F3DF4B8AAA9BC34AC07BA4ED222EACAB8FA8F75 (version 0.3.14).
2

Choose a plan and pay

On the buy page, pick Pro, Advanced or Team, fill in your details (add your GSTIN, business name and billing address if you want them on the GST invoice), pay by UPI and upload the payment screenshot.

3

Receive your licence key

Once payment is verified you'll get an email with your key in the format LSHD-XXXX-XXXX-XXXX, the download link and your GST invoice PDF.

4

Activate

Open Ledger Shield, go to Licence in the sidebar, paste the key and click Activate.

💡 Activation needs internet once. After that Ledger Shield works offline until your licence's expiry date.
5

No internet on that computer?

Email autech1402@gmail.com with your order reference and the Machine ID shown on the Licence page. We'll send you an offline licence file for that machine.


CConnect TallyPrime and your AI app

1

Enable TallyPrime's XML server

In TallyPrime, press F1 › Settings › Connectivity, set TallyPrime to act as a server, and use port 9000. Keep TallyPrime open with your company loaded while you use Ledger Shield.

2

Check the connection

Open Ledger Shield and check that it can see your TallyPrime companies. If it can't, see “TallyPrime not reachable” in section E.

3

Connect Claude Desktop

Open Connect AI apps in Ledger Shield and follow the steps to connect Claude Desktop (or another MCP-capable AI app) to the local MCP server.

💡 The AI app only receives masked data: names of individuals and proprietors become tokens like PERSON_0001, and PAN, Aadhaar, phone, e-mail, UPI IDs and bank account numbers are redacted.

DEveryday use

1

Dashboard

See sales, margin, cash and bank, receivables and payables ageing, and your GST position for the selected company.

2

Reports

Open the Day Book, ledgers, trial balance, profit & loss or balance sheet, and export any of them to Excel.

3

Tax audit (Advanced & Team)

Work through Form 3CD clause by clause from the books and export the Excel workbook for your working papers.

4

Ask AI about the books

Ask your AI app questions about the connected company. On Advanced and Team, when the AI prepares a voucher, GST invoice or master, Ledger Shield shows you a draft first — nothing is posted to TallyPrime until you confirm.

💡 The disclosure log records what was shared with AI apps, and scan-transcripts checks saved AI conversations.

ETroubleshooting

?

TallyPrime not reachable

Make sure TallyPrime is running with a company open, and that the XML server is enabled on port 9000 (F1 › Settings › Connectivity). Also check that no firewall or other program is blocking port 9000 on that computer.

?

“machine_limit — this licence is already active on N of N machines”

Your plan's machines are all in use. On a computer you no longer use, open the Licence page and release that machine, then activate again on the new one. If the old computer isn't available, email support with your licence key.

?

Company limit reached

Pro covers 2 Tally companies and Advanced covers 5 (Team is unlimited). A company slot can be released after 30 days to make room for another company, or you can move to a larger plan.

?

Trial ended

The 3-day trial has finished. Buy a plan, then paste your key on the Licence page and click Activate.

?

Still stuck?

Email autech1402@gmail.com with your order reference and a screenshot of the error.

Don't have a licence yet?

From ₹2,999 + GST per year · 3-day free trial in the app · End User Licence Agreement

Buy now →