01How it works

From a receipt to a ledger line. On autopilot.

Most bookkeeping tools stop after they hand you a category dropdown. Tally keeps going — it reads the document, files it, and tells you what moved.

02Step by step

Four things. End to end.

  1. 01

    Catches it anywhere

    A receipt photo on Telegram or WhatsApp, an invoice landing in Gmail, a charge clearing in Stripe — Tally is watching all of it, around the clock.

    The first filed document usually lands within a minute of the receipt hitting your phone.

  2. 02

    Reads it like an accountant

    Vendor, amount, date, category, deductible or not — extracted from the actual document, not guessed from a filename.

    It reads the receipt or invoice itself, image or PDF, the same way a bookkeeper would.

  3. 03

    Files it in the ledger

    Deduplicated, linked to the original document, and — if it's unpaid — an open payable with a due date Tally will actually track.

    Paid receipts file themselves. New payables wait for your one-tap OK.

  4. 04

    Tells you what changed

    A reply in the same chat, and a morning report with everything that moved. No dashboard to babysit.

    Ask in plain language — "what did we spend on software in June?" — and get the number.

03Under the hood

Three checkpoints. Clean books only.

Every document crosses three checks before it touches your ledger. Nothing that creates an obligation moves without you.

01

Document parsing

Reads the actual receipt or invoice — vendor, amount, date, line items — not just the subject line.

02

Categorization

Matches it to your own chart of accounts, learning your corrections as it goes.

03

Approval gate

Paid receipts file themselves. Anything that creates a new obligation waits for your OK.

See it on your books.

15-minute call with the founder. Tally files a real receipt into your ledger, live.