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Optional Human Review

Human precision meets AI speed.

Add a dedicated bookkeeper to your Tallify plan. Our AI keeps your books moving every day; a real person makes sure they're exactly right every month.

Bookkeeper working at a laptop with a digital bookkeeping dashboard
JR

Jordan R. · Bookkeeper

October close · sample

THIS MONTH'S TRANSACTIONS

Oak Street Studio+$1,250.00Reviewing
Adobe CC−$59.99Reviewing
Hardware store−$85.00Reviewing

148 transactions reviewed · 3 corrected

Illustrative review · sample transactions

04Optional Human Review

🛡️ Human Precision Meets AI Speed

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

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.

Close every month with confidence.

AI categorization, human verification, and a specialist on call.