Setting up Takkada is quick, secure, and designed to minimize downtime. Follow these steps to get your data on your phone.
Step 1: Download and Install
The first step to financial freedom is getting the app on your phone.
📲 Android Users: Download from
Google Play
Store
📲 iOS Users: Download from Apple App
Store
Once installed, simply sign up using your mobile number.
Step 2: Complete Your KYC
Since we handle financial transactions, security is our priority. You must complete a quick KYC (Know Your Customer) process.
- Go to Settings > Complete KYC.
- Upload your business documents (PAN, GST, Bank Details).
- Submit for approval.
🕒 Note: The approval process typically takes 24 hours. But don't worry—you don't have to sit idle while you wait!
Step 3: Sync Tally While You Wait (Pro Tip)
Use the waiting time to sync your Tally ERP with the app so that when your account is approved, you are ready to go live immediately.
- Download the Windows Client: Visit www.paysaathi.com on your desktop.
- Run the Connector: Open the client and log in with your registered mobile number.
- Click Sync: With Tally open, hit "Sync Tally Data."
Your ledgers, outstanding invoices, and customer details will securely push to your mobile app instantly.
Part 2: The End of Manual Data Entry (Auto-Reconciliation)
This is the feature that changes everything. Takkada doesn't just help you collect; it closes the loop by automating the accounting work that follows.
The Problem
Usually, when a customer pays, you have to verify the bank statement, open Tally, find the ledger, and type in a "Receipt Voucher" manually.
The Takkada Solution
We automate the entire flow.
- Customer Pays: They click the Takkada link and pay via UPI, Card, or Net Banking.
- Auto-Entry: Takkada automatically creates a Receipt Voucher in Tally.
- Auto-Knock Off: It automatically marks the specific invoice as "Paid" (Bill-wise adjustment).
| The Manual Way ❌ | The Takkada Way ✅ |
|---|---|
| Verify screenshot vs. Bank Statement | Instant Verification |
| Manually type Receipt Voucher | Auto-Post Voucher in Tally |
| Risk of typing errors (typos) | 100% Accurate Machine Entry |
| Lag time (days/weeks) | Real-time Updates |
Result: You save 10+ hours a week and your books are always accurate.
Part 3: Smart Collections & Reminders
Now that your system is ready to auto-reconcile, here is how you get the money in.
Request Payments on Demand
Stop calling customers to ask, "When are you paying?"
How it works: Select a customer or invoice and tap "Request."
The Result: Takkada sends a professional WhatsApp with a secure payment link.
Set It and Forget It: Smart Schedules
Configure automated schedules so Takkada chases the payment for you:
- Remind on Due Date: Automatically nudge the client the day payment is due.
- Remind on Overdue Date: Set escalation reminders (e.g., 3 days late, 7 days late) to keep cash flow moving.
Part 4: Office in Your Pocket (Field Sales)
Takkada ensures you can run your business even when you are miles away from the office.
Track Business from Anywhere
Traveling? Open the Takkada dashboard to see real-time updates on total outstanding amounts and collections made today. You never have to call your accountant to ask "How is the cash flow?"
Empower Your Field Sales Team
If you have sales representatives on the ground, Takkada is a game-changer.
- Create Invoices: Field staff can generate valid invoices directly on the app immediately after a sale.
- Record Cash Receipts: If a client pays cash, your agent can issue a digital Payment Receipt instantly.
- Instant Sync: All field activities sync back to Tally automatically.
Ready to Transform Your Business?
From seamless Tally syncing to empowering your field team and eliminating manual data entry, Takkada handles the heavy lifting so you can focus on growth.