How can Tally help?
Ask Tally a question, or browse guides for documents, QuickBooks, bank feed, Inbox, and bookkeeping workflows.
Ask Tally
Tally answers from the Help Center and Cortex. Account-specific questions need you to be signed in.
For bookkeeping firms
Manage clients, review documents, resolve blockers, and understand firm-level workflows.
For business owners
Upload documents, review what Tally found, connect your tools, and ask questions about your financial workflow.
All topics
Frequently Asked Questions
What Tally does today, and where the limits are.
Learn How Tally Thinks
Memory, autonomy, and the rules behind Tally’s decisions.
Getting Started
Your first successful workflow — firm or business.
Upload and Review Documents
How invoices, receipts, and CSVs flow through Tally.
Connect QuickBooks
Push reviewed work from Tally to QBO.
Bank Feed
Connect a bank, match transactions, learn aliases.
Inbox
Forward invoice emails and Tally extracts them automatically.
Bookkeeper Workspace
Manage clients, team access, Command Center, ROI.
Intelligence Digests
Daily, weekly, or monthly summaries of what Tally handled.
Resolution Playbooks
How Tally surfaces patterns from your past resolutions.
Vendor Autonomy Journey
See where each vendor sits on Tally’s 4-stage learning-to-autonomy journey.
Missing Document Detection
Notice when expected recurring documents haven’t arrived.
Imports and Migration
Bring historical documents and transactions in from another system.
Plans and Billing
What each plan includes, and how billing works.
How Tally Learns
Why reviews change what Tally does next.
Security and Privacy
Who can see what, and what Tally does with your data.
Data Security
How your documents are stored, isolated, and deleted.
Troubleshooting
When uploads fail, pushes block, or feeds stop.
Need help with your own data?
Sign in to ask Tally about your invoices, vendors, push status, or client books.