Intelligence Digests

Cadence

Digests can be sent daily, weekly, or monthly — pick whichever rhythm matches your work. If you want a quick check-in every workday, daily makes sense. If you'd rather see one tidy summary at week's end, weekly. If you only want the high-altitude view, monthly.

There is no quarterly cadence. Cadence can be changed at any time in Settings, and Tally preserves your delivery time and time zone when you switch.

Common issues

• I'm not getting digests. Check Settings — the digest may be turned off, or the day/time you picked may not have arrived yet. New digests fire on the next due period after they're enabled, not retroactively.
• The email landed in spam. Mark it as not-spam once and most providers will route subsequent digests to the inbox.
• I want different cadences for different views. That's fine — a single account can have one business digest and one firm digest at the same time, and they're configured independently.
• I unsubscribed by mistake. Open Settings → Intelligence Digests, toggle the digest back on. Your cadence and time preferences are still there.

Configure your digest

1. Go to Settings → Intelligence Digests.
2. Toggle the digest on.
3. Pick the cadence (daily, weekly, or monthly), the day-of-week or day-of-month if applicable, and your preferred send time.
4. Confirm the time zone Tally detected for you.
5. Save. Tally schedules the next digest and sends it on the next due period.

You can change any of these later. Disabling the digest stops new sends immediately and preserves your settings, so re-enabling is one click.

Privacy and safety

• A digest only contains information from your own workspace. Tally never mixes data across workspaces.
• A firm digest only summarizes the clients the firm has access to. It does not pull in anything Tally has learned from other firms.
• Digests are read-only. They never trigger an action on your behalf — Tally still asks before doing anything in your books.

Two audiences, two voices

• For business owners. A "what happened in your business" view. The reader is the owner of the workspace and what they care about is their own books — what Tally did, what's open, what's worth a glance.
• For bookkeeping firms. A "firm pulse" view. The reader is a firm owner or admin who works across multiple clients — what's moving, which clients need attention first, where Tally has freed up review time.

The audience is set when the digest is created; it is not switched mid-stream. A bookkeeper who also runs their own books can receive both kinds of digest, one per workspace.

Unsubscribing

Every digest has a one-click Unsubscribe link at the bottom. Clicking it disables the digest immediately — no confirmation, no login required. Your other digest settings (cadence, send time, time zone) are preserved, so if you later decide you do want digests again you can re-enable from Settings without rebuilding your preferences.

What goes into a digest

Each digest is built from Tally's own work during the period. Depending on what's available for your business or your firm, a digest may include:

• A short summary of what Tally handled — invoices reviewed, receipts captured, transactions matched.
• What changed since the last digest — new exceptions, resolved blockers, anything that needs your eyes.
• A handful of open loops Tally is waiting on — missing receipts, pending pushes, items to confirm.
• A simple readout of how the close is shaping up, when relevant.

The digest is intentionally short. It is not a replacement for the in-app Memory tab; it is a recurring nudge so you don't miss anything important between sessions.

What's next

• Learn how Tally thinks — the memory and signals Tally uses to build a digest.
• How Tally learns — the difference between context and authority, and why digests get sharper over time.
• Plans and billing — how to confirm digests are available on your plan.

What you'll do

• Decide who in your business or firm should receive a digest.
• Pick a cadence — daily, weekly, or monthly — that matches how often you want a check-in.
• Configure the digest in Settings; Tally takes it from there.
• Unsubscribe from any digest with a single click in the email itself.

Who can subscribe

• A business owner can subscribe themselves to a business digest from /portal/settings/digests.
• A firm owner or admin can subscribe themselves to a firm digest from /bookkeeper/settings/digests. Members of a firm with read-only access see the digest settings but cannot create or change them.
• Tally never subscribes anyone automatically. Every digest is opted into deliberately.