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Tally Assistant icon

Tally Assistant

AI bookkeeping on autopilot — import bank CSVs, scan receipts, generate invoices from one sentence, and automate payment reminders.

Platform feature overview: CSV import, receipt recognition, invoicing, multi-currency accounting

Cost / License

  • Freemium (Subscription)
  • Proprietary

Application type

Platforms

  • Online
Smart CSV import workflow with AI transaction parsing & date validation preview
AI Finance Assistant chat interface – Natural language profit & financial reporting
+1
Main dashboard with AI financial insights, invoice tracking and cash flow alerts
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What is Tally Assistant?

Tally Assistant is an AI-powered bookkeeping tool for independent workers and small businesses. Upload bank CSVs from any platform (200+ formats) — the AI auto-detects delimiters, date formats, and currencies without reformatting. Snap a payment screenshot and AI extracts merchant, amount, and date in 50+ languages. Generate professional invoices from one sentence with tax calculation and PayPal payment link. Automated payment reminders escalate from friendly to firm over 21 days. Native multi-currency support for 30+ currencies with daily exchange rates. Time tracking with one-click invoice conversion. Export financial reports to PowerPoint. Free tier available ($0 — 50 transactions/month), Pro plan $12/month after launch period.

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