The AI bookkeeper
that remembers your business
Reads your invoices, learns your vendors, and flags what needs a human — whether you run one business or manage fifty client workspaces.
Free plan — 300 documents/month. No credit card required.
We do not train AI models on your business data.
Meet Tally
She's the AI bookkeeper at the heart of UppaGo — with a lasting memory of your business. She learns your vendors, connects the patterns across them, and acts where you have permitted it — drafting emails for your approval, pushing approved documents to QuickBooks as Bills after you preview the result, and approving a document automatically only once that vendor has met the review conditions you can see. Every flag comes with a reason. Ask about your own data and she answers from your records, citing them — and says so plainly when a surface has nothing in it.
Each decision you record becomes part of what Tally holds for that vendor, and that history is an input to the suggestions and checks applied to later documents.
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, with cited sources and follow-up paths.
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.
Three things Tally does
No manual data entry
Drop PDFs, forward emails, or snap photos — Tally extracts vendor, amount, date, category and line items, and prepares the document for review, approval, or QuickBooks.
Vendors are remembered
Once a vendor has enough reviewed documents, Tally proposes its category and account and checks each new document against the range it has recorded. Correct something once and the correction is recorded against that vendor.
Nothing sits unnoticed
Before month-end you can see what is outstanding: blockers, unusual amounts, unreviewed documents, and expected vendor documents that have not arrived.
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 + trust scores
- 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
- Firm memory — patterns recorded across your client workspaces, never raw client data
- Client-ready report of the modelled automation estimate
- Reviewer intelligence across your client workspaces
- 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. Where firm-level memory is available, it is limited to that firm’s own authorized client workspaces and never crosses into unrelated firms or customers.
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?
Month-to-month. Cancel any time — access stays through the end of your billing period. Export your documents to CSV or JSON before you go — or straight into QuickBooks or Xero format. No lock-in, 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.