AI-Native Bookkeeping Agent
Interact with prototype
Interact with prototype
OVERVIEW
Tally is an AI-Native receipts-to-bookkeeping agent for automating end-to-end expense tracking, receipt extraction, categorization, and filing.
Designed and Developed with -
Upload receipts, AI does the rest
Upload receipts, AI does the rest
Upload receipts, AI does the rest
01.
Upload
Upload receipts to the app
02.
AI Processing
Al extracts all details in <5
seconds
03.
Auto-Categorize
Smart categorization
01.
Upload
Upload receipts to the app
02.
AI Processing
Al extracts all details in <5
seconds
03.
Auto-Categorize
Smart categorization
01.
Upload
Upload receipts to the app
02.
AI Processing
Al extracts all details in <5
seconds
03.
Auto-Categorize
Smart categorization
How might we streamline expense tracking and organization for freelancers and startups so it requires minimal time and effort?
Administrative tasks like logging receipts and updating spreadsheets steal valuable hours that could be spent on billable work. Freelancers and small business owners manage multiple responsibilities like client delivery, operations, communication, and finance. Within these competing priorities, capturing and tracking small expenses is often delayed or overlooked.
PROBLEM
SOLUTION
How might we streamline expense tracking and organization for freelancers and startups so it requires minimal time and effort?
How might we streamline expense tracking and organization for freelancers and startups so it requires minimal time and effort?
Tally began as an exploration into making financial tracking feel less like traditional bookkeeping and more like a seamless part of daily workflows. Instead of building a full accounting platform, it focuses on a lightweight system that enables independent professionals to quickly capture expenses, organize them by project, and maintain real-time visibility into spending.
By automating expense tracking for freelancers and small businesses, Tally eliminates manual data entry. Users can simply upload a receipt image or send a message, and AI extracts, organizes, and securely records the expense in real time.
Administrative tasks like logging receipts and updating spreadsheets steal valuable hours that could be spent on billable work. Freelancers and small business owners manage multiple responsibilities like client delivery, operations, communication, and finance. Within these competing priorities, capturing and tracking small expenses is often delayed or overlooked.
SOLUTION
PROBLEM
Track every expense through its lifecycle
Track every expense through its lifecycle
Synced
Successfully processed and synced to the software. No action needed.
847
Expenses this month
Review
Flagged for manual review. Usually expenses over $500 or low confidence extractions.
12
Need your attention
Pending
Currently being processed. Usually completes within seconds of receipt.
3
In processing queue
Synced
Successfully processed and synced to the software. No action needed.
847
Expenses this month
Review
Flagged for manual review. Usually expenses over $500 or low confidence extractions.
12
Need your attention
Pending
Currently being processed. Usually completes within seconds of receipt.
3
In processing queue
Synced
Successfully processed and synced to the software. No action needed.
847
Expenses this month
Review
Flagged for manual review. Usually expenses over $500 or low confidence extractions.
12
Need your attention
Pending
Currently being processed. Usually completes within seconds of receipt.
3
In processing queue
Surfaces key expense indicators like receipt volume, category breakdown, pending review, and total breakdown so users can quickly understand their financial activity.
Surfaces key expense indicators like receipt volume, category breakdown, pending review, and total breakdown so users can quickly understand their financial activity.