Tally Prime Accounting Masterclass with Claude AI

Learn Tally Prime from company setup through financial reporting, then practice AI-assisted accounting in a dedicated Claude section. The course follows transactions from the first entry to the reports you use to review a business. Step-by-step examples are designed for learners starting with Tally Prime and for bookkeepers who want to work through more advanced features.

Start by installing Tally Prime, creating a company, and setting up ledgers, inventory items and opening balances. Record sales, purchases, service invoices, expenses, receipts and payments. Work through orders, returns, advances and discounts, then trace those transactions into the trial balance, profit and loss statement, and balance sheet.

Build on the basics with GST and VAT examples, payroll, cost centers and multi-currency transactions. Practice manufacturing accounting with bills of materials, track stock across warehouses, and explore master data imports, price levels, and company backups. The examples cover trading, manufacturing and service workflows.

In the Claude AI section, configure Claude and practice drafting journal entries, organizing transactions in Excel or Google Sheets, reconciling accounts and preparing VAT workpapers for review. Then categorize transactions, update account assignments, compile receivables and payables ledgers, build T-accounts, and draft financial statements. The final exercises show how to build a financial dashboard and an invoicing app, import Claude Skills from GitHub, and set up Claude for accounting and tax tasks. Check AI-generated figures and classifications against your source records before relying on them.