← Back to Case Studies

Multi-Agent AI · Financial Systems · Eval Pipeline

Tally AI - Financial Agent for SMBs

Multi-agent financial assistant for manufacturing and distribution SMBs with natural language queries on live Tally ERP data, discrepancy analysis, and automated quality evaluations.

Tally AI - Financial Agent for SMBs

Scope & Responsibilities

  • Multi-agent orchestration with Claude SDK
  • Real-time integration with Tally ERP data
  • Stock discrepancy analysis and root cause detection
  • Automated evaluation pipeline for quality assurance

Key Features

  • Natural language queries on financial data
  • Multi-agent tool calling and orchestration
  • Automated stock reconciliation
  • Structured output with confidence scoring
  • Production eval pipeline with regression testing

Technology Highlights

  • Claude SDK
  • Multi-Agent
  • Tool Calling
  • Evals Pipeline
  • Python

Outcome

Built a production-grade financial AI agent with automated quality evaluations, reducing manual reconciliation work for SMB finance teams.