01Examples

What gets filed. Every night.

A representative sample of what Tally actually handles — receipts, invoices, reconciliations, reminders. Illustrative examples; your own volume depends on your business.

Telegram · 11:52 PMFiled

Trattoria Oliva — $84.20

Photo of a dinner receipt, filed as meals (deductible) within 41 seconds.

GmailAwaiting OK

Meridian Hosting — Invoice #2041

$312.00 software invoice, due Jul 24. Opened as a payable, waiting on your OK.

StripeReconciled

Payout matched to 3 invoices

$4,210.00 payout automatically reconciled against the invoices it settled.

WhatsApp · 9:14 AMAnswered

“What did we spend on software in June?”

Answered in plain language from the ledger — no spreadsheet opened.

GmailClosed

Brightline Ltd — $2,400 receivable

Closed the moment payment landed; the open invoice it matched is linked.

Zoho BooksFiled

July payroll, prorated

2 leave days prorated automatically from the existing payroll record.

ReminderOn time

Rent due in 3 days

Surfaced before it's due, not after — pulled from the recurring-payable schedule.

Card declineFlagged

Failed charge at a hosting provider

Flagged the same day, before it became a service interruption.

CorrectionLearned

“That's travel, not meals.”

One correction, and every future receipt from that vendor files under travel.

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