Drop every document in. Get clean books out.
Tallently is AI bookkeeping software for small businesses. Upload or email receipts, invoices and business documents; it classifies, extracts and organizes everything, then asks you only when it truly needs you.
Stop sorting paperwork before the software can help.
Traditional tools expose every internal pipeline choice. Tallently gives your team one place to throw everything in—and figures out the rest.
Paperwork goes in. Clean data comes out.
The whole workflow fits into three calm steps.
Send everything
Drop a mixed batch, paste from your clipboard or forward supplier emails to one permanent address.
yourbusiness@in.tallently.comAI understands it
Type, issuer, amount, tax, category, duplicate status and page boundaries are handled automatically.
Per-field confidence includedReview only the edge cases
When confidence is low, Tallently explains the blocker and pre-selects the best answer.
One click to resolveThrow in a messy batch. Tallently makes it orderly.
Receipts, invoices, contracts and scans can arrive together. Every file appears immediately and moves through upload, analysis and classification in real time.
- Mixed PDF, JPG, PNG, HEIC and ZIP batches
- Automatic multi-document splitting
- Duplicate detection across upload and email
Your to-do list is only what the AI cannot finish.
Review is the only work room. No processing tabs, no inbox archaeology—just clear blockers with the likely answer already filled in.
- Low-confidence and missing fields
- Suspected duplicates and ambiguous splits
- Corrections become learning events
One clean workspace for every document.
Your accountant gets clean data—not another folder of receipts.
Export the exact package they need, while every original remains searchable and audit-ready inside Tallently.
CSV + Excel
Generic, QuickBooks-ready and Xero-ready formats.
PDF bundles
Package every source document behind the clean data.
10-year archive
Originals, tags and audit events stay searchable.
Team traceability
Know who changed what and when.
From document to ledger, without retyping a thing.
Connect QuickBooks Online or Xero, map Tallently's categories to your chart of accounts, then publish with the original attached.
- Assisted account and tax mapping
- Publish one-by-one, in bulk or automatically
- Paid status sync and clear retry states
Start free. Keep the plan that fits.
Every plan includes the 14-day trial, no card required, and 10-year storage of originals.
Built to keep the books moving.
- 5 team members
- QuickBooks + Xero sync
- Supplier rules + auto-approve
14-day free trial. No card required.
Uploads are always accepted. If you cross your plan limit, extraction waits until the next cycle or upgrade.
Your documents are business records. We treat them that way.
Encryption in transit and at rest, two-factor authentication, role-based team access and a clear audit trail come built into the product.
US + UK aware
Localized currency, tax and business profiles for both markets.
10-year retention
Originals stay attached, searchable and ready for audits.
Everything you need to know before your first upload.
Still evaluating? The trial starts without a card and keeps every part of the core workflow available.
What can I send to Tallently?
PDF, JPG, PNG, HEIC and ZIP files. Mixed batches are welcome: receipts, purchase and sales invoices, credit notes, statements, contracts and other business documents can all enter through the same upload area.
Do I need to sort documents before uploading?
No. Tallently identifies the document type, direction, page boundaries and duplicates automatically. Contracts and policies route to Vault; bookkeeping documents continue through extraction.
What happens when the AI is unsure?
Only low-confidence or blocking items enter Review. Tallently explains the issue in plain language and pre-selects its best answer, so most corrections take one click.
Can my accountant use the output without an integration?
Yes. Export generic CSV or Excel, QuickBooks- and Xero-compatible files, or a PDF bundle of the source documents. This makes Tallently useful before you connect a ledger.
How do QuickBooks Online and Xero work?
Connect securely, map Tallently categories to your real chart of accounts, then publish items individually, in bulk or automatically through trusted supplier rules. The original document stays attached.
How long are originals kept?
Original documents, tags and the audit trail are stored for 10 years. Data is encrypted in transit and at rest, with 2FA available for account protection.
Your paperwork already has the answers. Tallently finds them.
Start with a messy batch. See clean, searchable data in minutes.