Tally Assistant icon
Tally Assistant icon

Tally Assistant

AI bookkeeping on autopilot — import bank CSVs, scan receipts, generate invoices from one sentence, and automate payment reminders.

Platform feature overview: CSV import, receipt recognition, invoicing, multi-currency accounting

Cost / License

  • Freemium (Subscription)
  • Proprietary

Application type

Platforms

  • Online
Smart CSV import workflow with AI transaction parsing & date validation preview
AI Finance Assistant chat interface – Natural language profit & financial reporting
+1
Main dashboard with AI financial insights, invoice tracking and cash flow alerts
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Features

Properties

  1.  Lightweight
  2.  Privacy focused

Features

  1.  Support for multiple currencies
  2.  No Tracking
  3.  Import CSV Data
  4.  Currency Conversion
  5.  Recurring Billing
  6.  No Coding Required
  7.  Ad-free
  8.  Cash Flow Analysis
  9.  Bookkeeping

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AlternativeTo Category

Business & Commerce

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What is Tally Assistant?

Tally Assistant is an AI-powered bookkeeping tool for independent workers and small businesses. Upload bank CSVs from any platform (200+ formats) — the AI auto-detects delimiters, date formats, and currencies without reformatting. Snap a payment screenshot and AI extracts merchant, amount, and date in 50+ languages. Generate professional invoices from one sentence with tax calculation and PayPal payment link. Automated payment reminders escalate from friendly to firm over 21 days. Native multi-currency support for 30+ currencies with daily exchange rates. Time tracking with one-click invoice conversion. Export financial reports to PowerPoint. Free tier available ($0 — 50 transactions/month), Pro plan $12/month after launch period.

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