The AI bookkeeper
that remembers your business
Reads your invoices, learns your vendors, catches anomalies, closes the books faster each month. For small business owners — and firms running fifty of them.
Free plan — 100 documents/month. No credit card required.
Whether you own the books or manage fifty of them
Tally adapts to how you work.
Small business owners
Running an HVAC shop, restaurant, law firm, or agency? Stop typing invoices into QuickBooks at 11pm. Forward vendor emails, snap receipts from your phone — Tally extracts every field, catches anything off, and pushes clean bills to QBO. Your regular vendors get remembered in a week.
Bookkeeping firms
Run fifty clients from one workspace. Per-client isolation with firm-wide intelligence on top. See close readiness across every client, catch anomalies before month-end, and watch autonomy compound. Every correction propagates into firm memory — so your next client starts smarter than the last.
How Tally works
Send anything.
Drop PDFs, photos, or forward vendor emails. Tally extracts every field — vendor, amounts, dates, line items — in seconds, powered by Gemini 2.0.
Tally learns your business.
Your regular vendors get remembered in a week. Categories sharpen with every correction. Anomalies are flagged against your real baselines — not a generic model.
Trust grows. Review shrinks.
Routine items start auto-approving as Tally's confidence grows. You stay in control of the exceptions — which get fewer every month.
Inbox — the standalone $29 agent
LiveForward vendor invoices to a dedicated address. Inbox reads vendor, amounts, and line items — then posts clean data to your webhook or QuickBooks. Included with every Tally plan; also available standalone.
Pricing that scales with you
Start free. Upgrade when you need more.
Free
100 docs/month
- Invoice & receipt processing
- Ask Tally AI queries
- Basic email alerts
- 100 documents per month
Starter
Unlimited docs
- Tally suggestions
- Bank feed integration (Plaid)
- Everything in Free
Pro
Unlimited docs
- Cortex Intelligence
- Advanced Ask Tally queries
- Open Loops view
- QuickBooks integration
- Progressive autonomy
- Cash flow forecasting
- SMS & Slack alerts
- 1099 contractor tracker
- Everything in Starter
Business
Unlimited docs
- Firm Intelligence (cross-client memory)
- Bookkeeper multi-client dashboard
- Dedicated account manager
- Everything in Pro
Enterprise
Unlimited docs
- Everything in Business
- Custom onboarding
- Dedicated support
- SLA guarantees
- Custom integrations
See Tally on your books
Book a 30-minute walkthrough. We'll show you Tally on your own books — or on a client workspace if you're running a firm.