Talk to your business
Tally is the layer before the books that remembers your business — for you and your bookkeeper. She reviews your bills and receipts. She learns from your reviews. She tells you what changed, what needs attention, and what it means.
Free plan — 300 documents/month. No credit card required. No bookkeeping expertise needed.
Bookkeeping or accounting firm? Start with a firm account · Book a demo
We do not train AI models on your business data.
Meet Tally
She's the layer before your books, with a lasting memory of your business. She learns your vendors, connects the patterns across them, and acts only where you've allowed it: drafting a vendor email for your approval, pushing approved supplier bills to QuickBooks after you preview and confirm the push, approving a routine document on its own once that vendor has earned it by rules you can see. Every flag comes with a reason. Ask about your own records and she answers from them, citing the source.
Each decision you record stays with that vendor and shapes the suggestions and checks on the documents that follow.
Whether you run the business or manage the books
Same Tally. Different workflow — from your first invoice to your fiftieth client.
Small and growing businesses
Stop chasing invoices, receipts, and vendor details. Upload documents, let Tally flag what needs review, and see what changed in your books without digging through spreadsheets or email.
Bookkeeping firms
Manage many clients from one workflow. Each client is a separate workspace with its own recorded history and its own audit trail, and the Command Center shows which clients have items outstanding.
How Tally works
Every flag carries its reason
Tally surfaces duplicates, anomalies, missing details and suggested actions — each one showing the confidence, the vendor history it was compared against, and the reasoning behind it.
Ask your books anything
Ask what still needs review, how much you spent, which vendors changed, or what’s blocking close — and get answers grounded in your documents, marked with the source they drew on.
Every decision is recorded
Approvals, rejections and corrections are stored against the vendor they belong to, building a record of what has been seen and what was decided. That record is what later suggestions and range checks are drawn from.
Sort it out before the books, the jargon and tax time catch up with you
Automatic approval is earned supplier by supplier through your reviews. Each document still has to pass its checks, and a recent run of reviews against Tally stops it for that supplier until the pattern recovers. It is not bill payment: QuickBooks changes still require your preview and confirmation.
Read
Every bill and receipt checked: amounts, dates, duplicates, missing details, and what looks off. Drop PDFs, forward emails, or snap photos.
Remember
Your suppliers, categories and corrections carry forward. Decide once and Tally remembers it for the next one, and asks again when something changes.
Handle
As your reviews earn it, supplier by supplier, Tally approves eligible routine documents and flags exceptions for your review.
Automatic approval · Pro and up
Turn documents into decisions
See spend trends, vendor patterns, forecasts, and the financial signals hiding inside everyday paperwork.
Inbox — document intake without the chase
Available through onboardingForward vendor invoices to a dedicated address. Inbox reads vendors, amounts, and line items. Inside Tally it feeds the review queue (Pro and above). As a standalone product at $29/month it delivers the extracted data to an HTTPS webhook you configure — no QuickBooks connection on that plan. Self-serve purchase is currently paused; access is activated during onboarding.
Pricing that scales with you
Start free. Upgrade when you need more.
Free
300 docs/month
- 300 documents per month
- Vendor memory, Ask Tally and the Intelligence Feed
- Open Loops queue + anomaly narratives
- Duplicate detection + baselines + approval rates
- Ask Tally (natural-language queries)
- Tally suggestions on pending documents
- Email notifications
Starter
2000 docs/month
- 2,000 documents per month
- 1 bank connection (Plaid)
- Push to QuickBooks Online
- Everything in Free
Pro
Unlimited docs
- Unlimited documents
- 3 user seats
- 3 bank connections
- Inbox email-ingest — forward invoices to a unique address
- Progressive autonomy (Tally auto-approves trusted vendors)
- 1099 contractor tracker + form generation
- Cash flow forecasting (7 / 14 / 30 / 90-day)
- Modelled automation estimate — volume Tally handled, at an assumed labour rate
- Everything in Starter
Business
Unlimited docs
- 5 user seats
- Unlimited bank connections
- Client-ready report of the modelled automation estimate
- Close-readiness card in each client workspace on Business
- Reviewer intelligence in each client workspace on Business
- Everything in Pro
Managing a large client portfolio or need custom terms? Let's talk →
Questions, answered
The short version of what teams ask before trying Tally.
Questions about Tally, UppaGo, documents, QuickBooks, bank feed, plans, or how Tally learns.
How does Tally learn my business over time?
Every document you correct, approve or flag is recorded. Tally records vendor history (who you pay, typical amounts, the GL accounts used), a range for what has been normal, and each vendor's review record. It compares each new document against that: a possible duplicate, a vendor charging 3× its recorded average, a new payee with no W-9 on file. It acts only where you have permitted it — a document is approved automatically only when its vendor meets the stated review conditions and the document itself passes every check.
What’s the difference between intelligence on Free and paid plans?
Free gets the full brain on your own data — vendor memory, anomaly detection, ask-Tally chat, open loops, the works. Paid tiers add what Tally does with that intelligence: the bank feed and the human-initiated QuickBooks Bill push (Starter); Inbox email forwarding, progressive per-vendor autonomy, 1099-NEC preparation and cash-flow forecasting (Pro); and seats, bank connections and the per-client firm capabilities (Business). Shorthand: Free = Tally thinks. Paid = Tally acts.
Does Tally work with QuickBooks Online?
Yes. On Starter and above, once a document is reviewed and approved, Tally shows a readiness preview and a person pushes it to QuickBooks Online as a Bill, using the workspace’s vendor and GL mappings. QuickBooks Online is the accounting system Tally connects to; for others, Tally exports CSV and IIF files you can import.
How is my data handled?
Your documents, corrections, and vendor memory are scoped to your workspace. UppaGo does not train AI models on your business data; how third-party AI processing works is described on the Data Security page. A bookkeeper’s firm memory is their own record of vendor categories within one firm, across that firm’s client workspaces they work in; it stays inside the firm and never carries a client’s documents, amounts or notes into another workspace.
Can I import historical documents?
Yes — import CSV exports from QuickBooks or Xero, or upload historical PDFs in bulk via the Migration tool. Imported history seeds vendor recognition and baselines, but only live review decisions inside Tally grant authority for automation.
Do you operate in Canada / outside the US?
Canadian SMBs and bookkeeping firms can use Tally where the workflow fits: document review, receipt and invoice organization, Inbox intake, bank-feed availability, and bookkeeper-led approval.
For Canadian businesses, Tally still organizes documents, learns vendor patterns, flags unusual items, and keeps humans in control. Connected features may vary by bank-feed coverage, accounting integration, currency, tax setup, and local requirements.
Tally does not claim CRA filing, T4A/T5018 generation or filing, or full Canadian tax-form support. If you're in Canada, we'll confirm your setup during onboarding before promising connected workflows.
What if I want to cancel?
Free, Starter, Pro and Business are month-to-month, with no annual commitment. Cancel any time — paid features stay through the end of your billing period, and your workspace then stays readable on Free. Enterprise billing terms are contract-specific. Export your documents to CSV or JSON before you go — or straight into QuickBooks or Xero format. No retention calls.
Can I try before paying?
Yes — Free plan includes 300 documents per month, no credit card required. See how Tally extracts your real invoices before you commit to anything.
More questions about what Tally does and where its limits are? Read the full FAQ.
See Tally on your books
Book a 30-minute walkthrough. We'll show Tally on your own books — or on a client workspace if you run a firm.