VasoolFlow runs as an autonomous Windows Service on your machine or local office network. It reads outstanding bills from TallyPrime, dispatches scheduled branded statements with pre-filled Scan & Pay UPI QR codes, and alerts sales reps — with zero cloud exposure.
Shorten your credit cycle dramatically. Statements automatically carry your corporate UPI ID with pre-filled exact bill amounts so clients settle directly from mobile.
Zero cloud risk. VasoolFlow is a localized Windows service accessed simply via localhost or your office LAN. Uses your own email SMTP directly.
Assign accounts to individual sales representatives. They view only their assigned customers, bill aging, and collection commitments without seeing sensitive company payables.
Unlike cloud-based reminder tools that upload all your ledgers, client lists, and amounts to third-party web servers, VasoolFlow operates entirely on your local machine or local LAN.
Click any customer on the left to see the system-generated statement output formatted on the right.
| Debtor Ledger Name | Oldest Bill | Overdue | Status | Outstanding (₹) |
|---|
| DATE | INVOICE NO. | OVERDUE BY | PENDING AMOUNT |
|---|---|---|---|
| TOTAL OUTSTANDING | Rs. 26,550 | ||
| A/c name | Your Company Name |
| A/c no. | 987654321012 |
| IFSC | HDFC0001234 |
| Bank | HDFC Bank Ltd |
Ready to run in less than 15 minutes right alongside your Tally setup.
Extract to a fixed local folder (e.g. C:\VasoolFlow). Right-click install-service.bat and run as administrator. Starts automatically on boot.
Set TallyPrime Connectivity to "Server". Point VasoolFlow to localhost (or your office LAN machine) and select your Debtors group.
Add your VPA (e.g. yourcompany@okhdfcbank) and mail SMTP credentials. Set tiered frequency (e.g. overdue > 3 days = daily reminder).
Select customers in Customer Analysis to move them to Action Cue. Run "Executives Only" first to verify figures, then switch the Master Switch to Live.
Single license covers your standalone machine or multi-user LAN running the same Tally license.
Complete guide for Administrators, Accounts Managers, and Sales Teams.
VasoolFlow reads your outstanding balances from TallyPrime and automatically emails each customer a statement of what they owe on a schedule you configure. Your sales executives receive partitioned summaries of their designated accounts, and management receives clear visibility into aging debts and overdue risks.
Crucial Architecture Note: VasoolFlow does not modify anything in Tally. It operates in pure read-only mode. Nothing executed in VasoolFlow can alter a voucher, ledger, or balance in your books.
• TallyPrime: Running on a PC that remains powered on, with the target company loaded.
• Email Account: Gmail, Outlook 365, or custom domain SMTP. (Note: Gmail requires an App Password rather than your standard account password).
• Windows Environment: Windows 10/11 or Windows Server. Installs directly on the Tally machine or any LAN machine with network access to Tally.
Unzip the complete package into one folder on a local drive of the computer (e.g., C:\VasoolFlow). Every file must stay together in that one folder.
Right-click install-service.bat and choose "Run as administrator." It checks the folder is complete, installs VasoolFlow as a Windows service, and puts a shortcut on your Desktop.
Open the VasoolFlow shortcut. It opens in your browser at http://localhost:4173.
Important: The folder must be on a fixed local drive — not a network drive or pen drive. Because it runs as a Windows service, VasoolFlow starts automatically whenever the computer starts without needing someone to stay logged in.
The first time you open VasoolFlow it asks you to create the administrator account. Choose your own username and password there and then. There is no default password. Keep it safe — there is no way to recover it from outside.
In Tally: Gateway of Tally → F1 (Help) → Settings → Connectivity → Client/Server Configuration → set TallyPrime acts as to Server. Leave Tally running with your company open.
Then in VasoolFlow, navigate to Settings → Tally connection:
• Host: localhost if Tally is on the same machine. If Tally is on another computer in your office LAN, put that machine's local IP address here instead.
• Company Name: Exactly as it appears in Tally, character for character.
• Debtor Group: The group your customers sit under (usually Sundry Debtors).
• Pull Payables (Optional): Switch on to track what you owe suppliers (usually Sundry Creditors). Payables are never emailed to anyone.
Press Test Tally connection before proceeding.
Run your initial sync under Settings. Configure auto-sync intervals (every few hours is ideal). Under Settings → Branding, enter your company name, brand colors, and footer details. Under Settings → Payments, add your UPI ID to print instant payment QR codes on every statement.
Configure reminder rules (Overdue rule, Amount rule, and default). The top rule matches first so clients never get mailed twice a day. Run the master switch on "Executives only" for the first few weeks so your internal team verifies all figures before live customer emails are triggered.
• Dashboard: Immediate summary of what is outstanding against your accounts.
• Customer Wise & Bill Wise Tracking: Lists every client owing money and overdue invoices chronologically.
• Credit Balances: Check advances and credit notes before calling a customer for payment.
• Geography Wise: Group your debtors by state, town, and pincode to plan visits efficiently.
• Collection Tracker: Record committed payment dates and cheque numbers. When the payment receipt is entered in Tally, the promise closes itself automatically.
• Send Once: Send an instant one-off statement to any customer with you automatically CC'd.
• Tally connection failed: Confirm Tally is set as Server, company is open, and company name spelling matches character-for-character.
• No email arriving: Ensure Master Switch is set to "On", verify SMTP test succeeds (use App Password for Gmail), and check that customers are added to Action Cue.
• Service won't start after reboot: Verify the install folder is on a fixed local drive (e.g. C:\VasoolFlow) and not on a disconnected network share.
| Section | Menu Name | Scope & Function |
|---|---|---|
| Overview | Dashboard | Outstanding status and high-risk debtors. |
| Receivables | Customer Analysis | Full customer directory; activate reminders here. |
| Receivables | Customer Wise | Itemized customer receivables list. |
| Receivables | Bill Wise Tracking | Unpaid bills in chronological order; reassign individual bills. |
| Receivables | Credit Balances | Unadjusted advances/credit notes (never emailed). |
| Receivables | Geography Wise | Receivables by State, Town, and Pincode. |
| Receivables | Action Cue | Active queue of scheduled customer reminders. |
| Payables ADMIN | Supplier Analysis | Supplier liabilities (internal planning only). |
| Cash Flow | Collection Tracker | Customer payment promises (auto-closes upon payment). |
| Reports | Delivery Log | Status log of every email statement sent. |
| Admin ADMIN | Executive Mapping | Assign ledgers and sales vouchers to sales executives. |
| System ADMIN | Sync Log | Audit trail of local Tally synchronization. |