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Tallify Business Vault

Your contracts, licenses & policies — organized and never missed.

Snap a photo of any business document. Tallify's AI reads the expiration dates, sets proactive renewal alerts, and generates instant verification links for your clients and general contractors.

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Product preview · demonstrations use sample data

Business owner scanning an insurance certificate with her phone while her laptop shows the document vault

Scanning document…

Insurance certificate · sample

Workers' Comp policyExpires Mar 14, 2027Reading…
Truck lease agreementExpires Nov 2, 2026Reading…
City business licenseRenewed Jan 9, 2027Reading…

Stored securely · renewal alerts set

Illustrative vault · sample documents

Tallify vault 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.

Business Vault

Every renewal date. One question away.

You

“When is my general liability insurance expiring, and when is my license due for renewal?”

Tallify

Ready when you are.

01 / 05

Business Vault

Searching…

General liability insurance

Travelers · Policy #GL-882910-A

$1M per occurrence · $2M aggregate

Active

Expires

Nov 15, 2026

37 days left

Renewal reminder set · 30 & 14 days

Electrical contractor license

City of Richmond · #EC-90412

Trade license · Active

Active

Renewal due

Mar 31, 2027

173 days left

Reminders at 60, 30 & 14 days

Both documents active · verification link ready

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.

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.

Never lose a document. Never miss a renewal.

A vault for your paperwork, with alerts that keep your business compliant.

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