TallifyJust Talk. Invoice, Bookkeep, Get PaidStart Free Trial
Voice-First Bookkeeping & Financial OS for Solopreneurs

Don’t Type. Just Talk.
Automated Bookkeeping & Invoicing in Seconds.

Turn audio memos and receipt snaps into professional invoices, instant Stripe payments, automated bookkeeping ledgers, and real-time voice answers.

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Chase ••4821 Syncing

Income

$8,420

Expenses

$2,915

Profit

$5,505

Home Depot…-$214.50
Oak Street Studio…+$1,250.00
Shell…-$62.10

Auto-categorized & reconciled

Illustrative sample data

One voice. Everything connected.

Meet your new way of working.

Illustrative demo · no bank connected or messages sent

Hear a voice request and watch Tallify do the work. Sound on for the full experience.

Bookkeeping

Your bank activity. Already organized.

You

“Sync with my account at Bank of America and categorize all transactions.”

Tallify

Ready when you are.

01 / 05

Bank of America

Business checking ••4821 · Sample

Connecting…
Bringing in transactions

Transactions synced

0 / 4

Categorized

0

Microsoft

Invoice #1044 · Sep 28

+$6,250.00Categorizing…

Chevron

Sep 24

−$62.10Categorizing…

Home Depot

Sep 22

−$214.50Categorizing…

Office Depot

Sep 20

−$89.00Categorizing…

4 transactions categorized · review ready

Rated 4.9/5 by 1,000+ field contractors, designers & consultants

$0M+

Booked & invoiced

0+

Receipts categorized

Zero

Sunday-night bookkeeping

01Bookkeeping

Seamless Bookkeeping

Monthly reconciliation, reports, and insights that fuel growth.

Explore bookkeeping

Bookkeeping, connected

From bank activity to beautifully organized books.

Transactions flow from your bank into your dashboard, get categorized, and match with your receipts and invoices. A clear picture of your business—without the spreadsheet work.

Auto bank syncSmart categorizationMonthly reconciliation

Your business bank

Checking ··4821

Your books

Syncing…

Money in

$12,480

Money out

$5,520

LATEST TRANSACTIONS

Oak Street Studio

+$1,250

Categorizing…

Ace Hardware

−$85

Categorizing…

Shell

−$42.50

Categorizing…

Sample activity · automatically organized

Bank connection & statement uploads

Connect it. Or upload it.

Automatically sync your bank transactions, or upload a statement instead. Bring everything into one place and review the details by voice or chat.

Business checking ··4821

Connected · synced just now

Oak Street Studio

Matched to INV #1042

+$1,250.00

Ace Hardware

Matched to receipt

−$85.00

Or upload a bank statement

Bring your transactions together.

Voice & chat

Talk to your books.

Log an expense with a voice note or type it in chat. Ask where your money went and get clear answers without digging through spreadsheets.

Ask My Books
Listening…
Talk or type…

Receipts & expenses

Snap it. Track it.

Photograph a receipt, then add the job or category by voice or chat. Keep expenses organized and ready to match against your bank transactions.

ACE HARDWARE

Lumber 2x4 ×6 ...... 41.70

Screws box ......... 12.30

Sealant ............ 31.00

TOTAL ........ $85.00

VendorAce Hardware
Total$85.00
Schedule CLine 22 · Supplies
Dr Supplies Expense85.00
  Cr Business Checking85.00

Reconciliation & reports

A clear view, every month.

Monthly reconciliation, profit reports, and insights keep your business moving. Ask by voice or chat for a spending breakdown, client profitability, or a report for your accountant.

Profit & loss

This month

Net profit

$6,960

Income$12,480
Expenses$5,520
Accountant exportReady

02Invoicing

Take the work out of getting paid.

Send sleek, branded invoices that save you time and get you paid faster—without the chase.

Explore invoicing

Invoicing, connected

From a few words to money in the bank.

Say it or type it. Turn the job details into a branded invoice, send a Stripe payment link, and follow the payment all the way back to your books.

Voice or chatStripe paymentsAuto-matched to your books
0:12

“Invoice Oak Street Studio $1,250 for the kitchen install.”

INVOICE #1042

Oak Street Studio · Due in 7 days

Draft
Kitchen install$1,250.00
Pay with Stripe
Apple PayCardACH
Payment received · auto-reconciled

Voice & chat invoicing

Say the job. Draft the invoice.

Say the client, work, and amount—or type them in chat. Turn your instructions into an invoice draft, review it, and send it with a payment link.

0:12

“Invoice Oak Street Studio $1,250 for the kitchen install.”

INVOICE #1042

Oak Street Studio · Due in 7 days

Draft
Kitchen install$1,250.00
Pay with Stripe
Apple PayCardACH
Payment received · auto-reconciled

Branded invoices

Your business. Your signature.

Send sleek invoices with your logo and clear payment terms. Use voice or chat to update line items, send an invoice, or prepare a friendly payment reminder.

OS

Oak Street Studio

Design that feels like home.

Invoice #1043

For Maple Dental

Brand design$800.00
Website updates$450.00
Total$1,250.00
“Send this with my logo and a friendly reminder.”

Stripe payments

Get paid via Stripe.

Let clients pay directly from your invoice through Stripe. Payments update the invoice and match with your synced bank feed. Ask by voice or chat, “Has Oak Street paid yet?”

Oak Street Studio

Invoice #1042 · Amount due

$1,250.00

Pay with Stripe
CardApple Pay

Payment received · invoice marked paid

Bank transaction matched automatically

Reminders & payment tracking

Less chasing. More doing.

Keep track of sent invoices and outstanding payments. Prepare friendly reminders by voice or chat, and see payments matched back to your books.

Invoice #1042

Invoice sent

Monday, 9:30 AM

Opened by client

Monday, 10:12 AM

Friendly reminder

Scheduled before the due date

“Hi Alex, just a friendly reminder that your invoice is due Friday. Thanks!”

03Tallify CRM

The Zero-Effort Client Directory

Self-Building Client CRM & Payment Portals

Never type a client's email twice or chase unpaid bills again.

Explore Tallify CRM

Client relationships, connected

Your client directory builds itself.

Tallify automatically builds your client directory directly from your voice memos. Track lifetime customer revenue, share branded client portals, and let automated reminders collect late payments for you.

Voice or chatClient insightsPayment portals

VOICE MEMO

“Invoice Tom Miller $1,250 for the website design.”

TM

Tom Miller

Website design client

Email · sampletom@example.com
Client recordRecognizing client…

One client. No duplicate data entry.

Illustrative workflow · sample client

The 4 Pillars of Tallify's Lightweight CRM

Auto-populating client directory

Say their name. We'll remember the details.

A client named in a voice memo creates or updates their record. Share their email and phone once; next time, say or type “Invoice Tom Miller” and their saved details fill themselves in.

VOICE MEMO

“Invoice Tom Miller $1,250 for the website design.”

TM

Tom Miller

Website design client

Email · sampletom@example.com
Client recordRecognizing client…

One client. No duplicate data entry.

Illustrative workflow · sample client

Client 360 & lifetime value

Every client. The whole picture.

See total billed, total paid, outstanding balance, and average payment speed in one lightweight client view. Know the value of every relationship without building another spreadsheet.

Tom Miller · Client 360

Total billed

$8,750

Total paid

$7,500

Outstanding balance

$1,250

Average payment speed

4 days

Lifetime relationship · sample figures

Client magic-link portal

One link. Everything they need.

Share a branded client portal with past invoices, downloadable tax receipts, and open balances. Clients can pay by credit card, Apple Pay, or ACH, where supported by your payment provider.

tallify.ai/p/client_token · example

OAK STREET STUDIO

Welcome back, Tom.

Website design · #1042$1,250 · Open
Brand consultation · #1031$750 · Paid
Pay open balance
CardApple PayACH

Past invoices & downloadable tax receipts

Automated payment reminders

Keep the client. Lose the chase.

Let friendly, automated reminders follow up on unpaid bills. Keep the payment link close at hand and stop the nudges once payment arrives—so you can focus on the relationship, not the overdue balance.

A friendly nudge. Not another task.

1

Before the due date

Your invoice is due in 3 days.

2

When payment is late

A quick reminder about your open balance.

3

Once paid

Reminders stop. Your books update.

“Remind Tom about his unpaid invoice.”

Sample schedule · no messages are sent

Product preview · sample clients and figures. Client records, portals, payments, and automated reminders are not connected yet.

04Optional Human Review

🛡️ Human Precision Meets AI Speed

Dedicated Bookkeeper Review — add a real expert on top of Tallify's AI.

Explore Human Review

AI first. Human verified.

Your books, reviewed by a real bookkeeper.

Tallify's AI does the heavy lifting every day. Each month, a dedicated bookkeeper audits your ledger, fixes anything ambiguous, reconciles every account, and stays one message away for tricky questions.

Monthly auditSchedule C readyHuman chat
JR

Jordan R. · Bookkeeper

October close · sample

Adobe Creative CloudSoftwareVerified
Uber · client meetingTravelVerified
Blurry receipt · $48.20Meals (50%)Reviewed
Stripe payout #2281IncomeMatched

142 of 142 transactions reviewed by a human

Illustrative review · sample transactions

Monthly human ledger audit

A real person checks every line.

A real bookkeeper reviews all AI-categorized transactions and receipts every month to ensure 100% accurate books.

JR

Jordan R. · Bookkeeper

October close · sample

Adobe Creative CloudSoftwareVerified
Uber · client meetingTravelVerified
Blurry receipt · $48.20Meals (50%)Reviewed
Stripe payout #2281IncomeMatched

142 of 142 transactions reviewed by a human

Illustrative review · sample transactions

Zero uncategorized expenses

Nothing left in the “misc” pile.

Any ambiguous voice memos or blurry receipt snaps are manually checked and mapped to the right IRS Schedule C line items.

Needs a closer look

“Spent sixty bucks at the store for the shoot.”

Mapped toSchedule C · Line 22 Supplies
Uncategorized0

Sample mapping · not tax advice

Bank & Stripe reconciliation

Every account, cross-checked.

Your bank feeds, Stripe invoice settlements, and general ledger accounts are cross-checked for error-free monthly closes.

Monthly close · cross-check

Bank feed$18,420.50
Stripe settlements$12,980.00
General ledger$18,420.50

Difference: $0.00 · ready to close

Sample figures

Direct in-app bookkeeper chat

A specialist, right in your thread.

Access a dedicated human specialist directly in your chat thread for quick advice on complex business write-offs.

CHAT · TALLIFY

Can I write off my home office if I also use it for gaming?

Jordan · Human bookkeeperOnly space used regularly and exclusively for business qualifies. Let's measure that area together.

Illustrative conversation

Optional add-on · product preview with sample data. Human review is not available yet.

05Smart Business Vault

🗂️ Smart Business Vault & Automated Compliance Alerts

Never lose a contract, miss a license renewal, or delay a job site again.

Stop digging through email folders for expired insurance certificates or lost leases. Snap a photo of any business document and let Tallify's AI extract expiration dates, set proactive renewal alerts, and generate instant shareable links for your clients and general contractors.

Explore the Business Vault

One vault. Every document. Zero digging.

Your business paperwork, on autopilot.

Snap a photo of any contract, policy, license, or lease. Tallify's AI pulls out the dates and numbers that matter, watches every deadline for you, and hands you a shareable link whenever a client needs proof.

Extraction with AI vision60 / 30 / 14-day alertsShareable verify links

Insurance certificate · photo

Workers' Comp · Oak Street Studio · sample

Policy numberWC-4482-91
Coverage limit$1,000,000
ExpiresAug 14 · in 62 days

Saved to your vault · renewal alert set

Illustrative extraction · sample document

AI auto-extraction

Snap it. Tallify reads it.

Upload insurance policies, trade licenses, commercial leases, or vehicle registrations—AI vision instantly reads policy numbers, coverage limits, and expiration dates with zero manual typing.

Insurance certificate · photo

Workers' Comp · Oak Street Studio · sample

Policy numberWC-4482-91
Coverage limit$1,000,000
ExpiresAug 14 · in 62 days

Saved to your vault · renewal alert set

Illustrative extraction · sample document

Proactive expiration alerts

Renewals that never sneak up.

Receive automated push, SMS, and email notifications at 60, 30, and 14 days before any license or policy expires, keeping your business fully compliant and audit-ready.

Upcoming renewals · sample

Workers' CompAug 1460-day alert sent
Trade licenseSep 1230-day reminder
Truck leaseOct 1414-day warning

Push, SMS & email · 60 / 30 / 14 days before expiry

Sample schedule · no notifications are sent yet

Talk to your documents

Ask your vault anything.

Ask your conversational assistant instant questions like “When does my truck lease expire?” or “What is my Workers' Comp policy number?” and get plain-English answers on demand.

CHAT · ASK MY VAULT

When does my truck lease expire?

Your truck lease ends March 31, 2027 — 60 days out. Monthly payment: $485. Want a renewal reminder?

Illustrative conversation · sample answer

1-tap client verification links

Proof of credentials, one tap away.

Generate a secure, branded public link (tallify.ai/verify/your-business) so general contractors and clients can verify your active insurance and credentials in seconds.

Verification link · sample

tallify.ai/verify/oak-street

General liabilityActive · verified
Workers' CompActive · verified
Trade licenseActive · verified

Share once. Clients verify in seconds.

Illustrative link · not an active verification page

Product preview with sample data. The Business Vault, alerts, and verification links are not connected yet.

Tallify.ai vs the old way

Built for people who’d rather be working.

QuickBooks is complex and expensive. Invoice-only apps skip bookkeeping and Q&A.

CapabilityTallify.aiQuickBooksVoiceInvoice / Billio
Voice & chat invoicing
Receipt photo bookkeeping
Double-entry general ledger
Live bank feeds
Custom financial reports
Ask your books by voice
Set up in under 5 minutes
Self-building client CRM
Client magic-link payment portals
Tax reserve & Safe-to-Spend meter
Optional human bookkeeper review
Document vault & renewal alerts
Client verification links
Starts at $25/mo

Simple, transparent pricing

Big peace of mind. Small price tag.

14-day free trial. Cancel anytime.

Most Popular

Tallify Pro

The complete conversational financial OS for solopreneurs.

$25/mo

  • Voice-to-Invoice Dictation & Stripe Payments (Card, Apple Pay, ACH)
  • AI Receipt Vision & Automated IRS Schedule C Categorization
  • Full Double-Entry Bookkeeping Ledger
  • Auto-Saved Client CRM & Magic-Link Payment Portals
  • Live Bank Feeds via Stripe Financial Connections
  • “Talk to Your Books” Voice & Chat Q&A
  • IRS Schedule C Tax Reserve & “Safe-to-Spend” Meter
Start Free Trial

Pro + Human Bookkeeper Review

Everything in Pro, backed by dedicated monthly human audit.

$250/mo

  • Everything in Tallify Pro
  • Monthly Human Ledger Audit (Up to 150 transactions / $20k revenue)
  • Manual Cleanup of uncategorized expenses & receipt snaps
  • Bank & Stripe Account Reconciliation before month-end close
  • Direct Priority In-App Chat with your assigned bookkeeper
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Base included cap

Every plan covers a full month of ordinary solo-business activity. Go past the cap and you only pay for the extra — no forced upgrade, no surprise minimums.

Included in every plan
transactions per month
150
transactions per month
monthly revenue
$20,000
monthly revenue
linked bank accounts
2
linked bank accounts

  • Additional transactions

    Each transaction above your 150-per-month cap.

    $1.25per transaction

  • Additional linked bank accounts

    For each account beyond the 2 included in your plan.

    $20per account / month

  • Catch-up bookkeeping

    One-time clean-up of past months that were never audited.

    $350flat fee per month

Designed for sole proprietors with up to 2 linked bank accounts and 150 monthly transactions.