WAAxatech WA Tally Connect

WhatsApp Business and TallyPrime workflows in one connected platform.

Axatech WA Tally Connect is a cloud-managed business communication platform that connects a customer-owned WhatsApp Business Account with TallyPrime workflows for templates, campaigns, shared inbox, invoice and ledger messaging, delivery reporting and collection automation.

✓ Customer-owned WhatsApp Business Account✓ Meta Embedded Signup onboarding✓ TallyPrime workflow integration
AX
WA Tally ConnectCustomer Workspace
Connected
DELIVERED98.4%
READ82.7%
REPLIES246
Recent conversationsASABC StoresInvoice receivedRKR K TradersPromise to payNPNova ProductsLedger requested
TALLY WORKFLOWInvoice INV-1048

Invoice PDF shared through the authorised WhatsApp Business connection.

Delivered ✓✓
✓
Meta authorisedCustomer-owned WABA
↔
Tally connectedBusiness workflow data
Embedded SignupCustomer-authorised onboarding
Cloud APIWhatsApp Business Platform workflows
Shared InboxAuthorised multi-user conversations
TallyPrimeInvoice, ledger & collections
Customer Onboarding

Customers connect their own WhatsApp Business Account.

Axatech does not take ownership of the customer's WhatsApp Business Account or phone number. The customer authorises the connection and the permissions needed for the selected features.

01

Customer starts onboarding

The customer enters the Axatech WA Tally Connect onboarding flow using an authorised business account.

02

Meta Embedded Signup

The customer signs in through Meta's Embedded Signup experience and selects or creates the appropriate WhatsApp Business assets.

03

Customer authorises access

The customer grants the permissions required for the selected functionality. The customer remains the owner/controller of its business assets.

04

Workspace is configured

Axatech WA Tally Connect stores the authorised identifiers and configuration required to provide the selected messaging, inbox and Tally workflows.

Customer authorisation is central to the setup.

Meta Embedded Signup is used so an authorised customer representative can connect the appropriate WhatsApp Business assets. Axatech WA Tally Connect uses only the identifiers, permissions and Platform Data required to provide the customer-configured functionality.

Platform Capabilities

WhatsApp communication connected to practical business workflows.

The platform combines WhatsApp Business Platform capabilities with focused TallyPrime and collection workflows.

TS

Templates

Work with customer-authorised WhatsApp message templates and template status information for supported notification workflows.

CP

Campaigns

Send approved template-based campaign and notification messages to permitted customer contact lists.

IN

Shared Team Inbox

Bring inbound customer conversations into a shared workspace so authorised team members can respond from one place.

ST

Delivery Reporting

Track sent, delivered, read, failed and reply-related events received through WhatsApp Business Platform webhooks.

TL

Tally Workflows

Support invoice, statement, ledger, outstanding and other configured TallyPrime-connected communication workflows.

CL

Collection Automation

Support due-date reminders, overdue follow-up, collection communication and owner/team visibility for configured workflows.

TallyPrime Workflows

Move routine accounting communication from manual to connected.

Depending on the configured implementation, Axatech WhatsApp Tally Connect can support business communication based on data required from TallyPrime.

✓ Send invoice PDFs and transactional documents✓ Share customer ledger statements✓ Send outstanding and due-date reminders✓ Run overdue follow-up sequences✓ Track delivery, read and reply events✓ Support collection-team and owner visibility
01TallyPrimeRequired business data
↓
02Axatech WorkflowRules, templates & review
↓
03WhatsApp Business PlatformCustomer-authorised messaging
↓
04Status & RepliesDelivery, read & response events
Platform Data Usage

Customer-authorised Meta Platform Data is used only to provide the configured service.

Axatech WA Tally Connect may process the following information when it is made available through the customer-authorised WhatsApp Business Platform connection.

✓ WhatsApp Business Account (WABA) identifier✓ Business phone-number identifier✓ Business profile information✓ Approved message templates and template status✓ Messages and message metadata required for supported workflows✓ Media references/files when required for the requested feature✓ Webhook events and sent/delivered/read/failure statuses✓ Customer contact details and related communication records
No sale of Platform Data

Axatech does not sell WhatsApp, Meta or customer communication data.

Purpose-limited processing

Data is used only to operate, secure and support customer-authorised functionality.

Customer control

Customers can disconnect their WhatsApp Business Account and request deletion of eligible application data.

Security & Customer Separation

Designed for controlled business access.

Production access uses HTTPS. Authentication and customer workspaces are used to separate access, and sensitive credentials/tokens are kept on the server side rather than exposed in customer browser pages.

HTTPSEncrypted network transportAuthenticated AccessControlled user loginCustomer WorkspacesSeparated customer contextServer-side SecretsTokens not exposed to browser clients
Responsible Messaging

Templates, consent and opt-out controls matter.

Customers are responsible for using the platform in accordance with applicable law, customer permissions and WhatsApp Business Platform requirements.

01

Approved templates

Business-initiated template messaging uses templates approved for the customer's WhatsApp Business Account.

02

Consent-based campaigns

Campaign lists should contain contacts for whom the customer has the required permission or lawful basis to communicate.

03

Opt-out suppression

The workflow is designed to prevent opted-out or suppressed contacts from being included in future campaign sends.

04

Customer responsibility

The customer controls its audience, message purpose, templates and business communication practices.

Frequently Asked Questions

About WhatsApp Business Platform access and customer data.

Who owns the WhatsApp Business Account and phone number?

The customer connects and authorises its own WhatsApp Business Account and eligible business phone number. Axatech does not take ownership of the customer's WhatsApp Business Account or business phone number.

How does customer onboarding work?

Customer onboarding uses Meta Embedded Signup so an authorised business user can connect the customer's WhatsApp Business Account and grant the permissions required for the configured Axatech WA Tally Connect features.

What WhatsApp Business Platform data does the application use?

Depending on the enabled features, the application may process customer-authorised WhatsApp Business Account identifiers, phone-number identifiers, approved templates, messages, media references, webhook events, delivery/read/failure statuses, customer contact details and related communication records only to provide the configured service.

Can the platform send campaigns?

Yes. Customers can use approved WhatsApp message templates for authorised campaign and notification workflows. Customers are responsible for lawful consent, permitted use and applicable WhatsApp Business Platform requirements.

How does the platform connect with TallyPrime?

Configured workflows can use business data required for tasks such as invoice delivery, ledger statements, outstanding reminders, receivable follow-up and collection-related communication.

Does Axatech sell Meta or WhatsApp Platform Data?

No. Axatech does not sell WhatsApp, Meta or customer communication data. Customer-authorised platform data is used only to operate, secure and support the configured application functionality.

TRANSPARENCY & CUSTOMER CONTROL

Review our privacy and data-handling information.

The following public pages explain our privacy practices, data deletion process and website/service terms.

Axatech WA Tally Connect

Connect WhatsApp Business communication with your business workflow.

Discuss customer onboarding, TallyPrime integration, messaging workflows, shared inbox or campaign requirements with Axatech.

Request Product Demo →Customer Portal ↗
WhatsApp and Meta are trademarks of their respective owners. Axatech WA Tally Connect uses authorised WhatsApp Business Platform services; references to Meta or WhatsApp do not imply endorsement or ownership by Meta.