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A business owner and bookkeeping specialist reviewing a financial dashboard together

About Tallify

Tallify.
Less admin.
More human.

Your business is one connected story. We believe your tools should be, too. Voice-first simplicity, with human judgment when it matters.

One place

Books, invoices, clients & documents

Your voice

Talk, chat or snap a photo

AI + people

Optional human bookkeeper review

Your business

Built for independent owners

The problem

Too many tools.
Just to get one thing done.

You finish a job. Then you open an invoice app, copy the client's details, check a payment service, update a spreadsheet and file the receipt somewhere else. One piece of work turns into a trail of tabs.

Small businesses don't need more software to manage. They need fewer gaps between the tools they already depend on.

Our purpose

Bring the work together.
Leave the busywork behind.

Tallify brings bookkeeping, invoicing, client records and business documents into one conversational workspace. Say what happened, capture what matters and keep the next step connected.

The goal isn't to add another dashboard to your day. It's to give you a clearer picture of your business without making admin your second job.

One connected workspace

From “I did the work”
to “it's taken care of.”

A spoken invoice. A client remembered. A payment reflected in your books. A document ready when you need it. Each part supports the next, instead of sending you to another app.

See the Tallify difference
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

What we believe

Simple shouldn't mean shallow.

Useful automation, connected information and people who can help. These are the principles behind Tallify.

Work the way you think

A voice memo, a quick chat or a receipt photo should be enough to get started. Your business shouldn't depend on how fast you can type.

Keep the whole picture together

An invoice is more than a PDF. It's a client relationship, a payment and an entry in your books. Those pieces belong in the same place.

Make room for human judgment

Automation handles the repetitive work. Optional bookkeeper review brings context, questions and a second set of eyes to your monthly books.

Remember the people behind the numbers

Client details, payment history and outstanding balances stay connected, so you're not starting from scratch with every new invoice.

Keep important documents close

Insurance, contracts and licenses shouldn't disappear into email folders. A business vault keeps documents and renewal dates alongside your work.

Give your attention back

Tallify is built for solopreneurs and independent businesses. Less copying, chasing and catching up. More attention for the work you do best.

Human precision meets AI speed

AI is great.
It isn't infallible.

A blurry receipt. An unusual expense. A transaction that needs business context. AI can help with all of these, but it isn't 100% reliable—and we won't pretend it is.

That's why Tallify offers an optional Human Bookkeeper Review plan. Automation does the heavy lifting; a real bookkeeper reviews, checks and follows up where judgment matters.

Explore Human Review
01

AI handles the routine

Receipt reading, transaction categorization and connected records help keep everyday work moving.

02

A person checks the exceptions

Monthly ledger reviews, ambiguous expense cleanup and bank & Stripe reconciliation add a second set of eyes.

03

You stay part of the conversation

Direct in-app bookkeeper chat gives you a place to ask questions and explain the context behind your numbers.

Human review is an optional paid plan, not included in Tallify Pro. It is not a guarantee of error-free books or a substitute for tax or legal advice.

Your work deserves your attention.

Let Tallify bring the admin together, so you can get back to the business you set out to build.

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