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A financial dashboard and organized receipts on a business desk

Tallify Bookkeeping

Bookkeeping. Without the busywork.

Connect your bank or upload a statement. Snap your receipts, talk to your books, and turn everyday transactions into a clearer picture of your business.

Explore plans

Product preview · demonstrations use sample data

More clarity. Less catching up on Sunday.

One place for your money

Automatic bank sync or statement uploads bring business activity together.

Keep the little things

Receipt photos keep the context behind each expense close to the transaction.

Ask, don't hunt

Voice and chat turn questions about your money into a natural conversation.

See the bigger picture

Monthly reconciliation, reports, and insights help you plan your next move.

Tallify bookkeeping in action

Just say the word.

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

01Bookkeeping

Seamless Bookkeeping

Monthly reconciliation, reports, and insights that fuel growth.

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

One connected workflow

From everyday activity to a clear monthly picture.

01

Bring in your transactions

Connect a business bank account for automatic sync, or start with a statement upload.

02

Add the missing context

Snap the receipt and tell Tallify what it was for, by voice or chat.

03

Review, categorize, reconcile

Match receipts and invoice payments to bank activity and review anything that needs attention.

04

Understand your numbers

Check income, expenses, and profit. Ask for a breakdown or prepare a report for your accountant.

Built for the whole month

Organized records. Confident next steps.

A connected bookkeeping design, from individual receipts to the bigger financial picture.

Smart categorization

Group business activity into meaningful categories, with your review when context is missing.

The evidence stays attached

Keep each receipt alongside its expense instead of buried in a camera roll.

A cleaner month-end

Compare books with bank activity and identify unmatched items before closing the month.

Know your cash flow

Separate what's come in, what's gone out, and what you're still waiting to collect.

Ready for your accountant

Bring reports and supporting records together for a more organized handoff.

Context in your own words

Add the client, job, or reason behind an expense through a voice note or chat.

A few things you might be wondering

Bookkeeping,
made clear.

Straight answers about the workflow, the details, and what's in this product preview.

Your books shouldn't take over your weekends.

Bank activity, receipts, and reports. Together, in one conversation.

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