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About Tally Assistant

Clara AI Deep Dive with Clara AI

Tally Assistant helps freelancers and solopreneurs run bookkeeping without a full accounting stack. Connect your workflow by importing bank CSVs from any bank, scanning receipts into categorized expenses, creating professional invoices with AI assistance, and chasing unpaid invoices with automatic payment reminders. Built for independents who need clarity on cash flow—not enterprise ERP complexity. Free plan includes 100 transactions/month and 5 clients; Pro is $12/month with a 14-day free trial. Not affiliated with Tally Solutions or TallyPrime.

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Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    69%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    60%

Platforms Supported

  • Not available

Organization Types Supported

  • Not available

API Support

Modes of Support

  • Not available

Tally Assistant Features

Accounting Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    69%

Expense Tracking

Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process.

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Bank Reconciliation

Matching the balances of an entity's accounting records with the corresponding information on a bank statement.

Budget Forecasting

Helps to create budgets using past performance and future projections. Forecasting uses data, trends, and analytics to predict revenue, expenses, and cash flow.

Payroll Management

Helps in automating the employee payment process, reduces incorrect data input and keep at bay paystub confusion

Tax Management

Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time

Spend Management

Managing the expenditure of a business in order to build its product or services

Revenue Recognition

Determining the specific conditions under which revenue is recognized or accounted for

Purchasing

Acquiring goods or services required for the business at minimal cost

Project Accounting

Creation of financial reports specifically designed to track the financial progress of projects

Multi-Currency

Enables payment and collection in multiple currencies.

General Ledger

Maintaining and recording all the accounting related transactions.

Fixed Asset Management

Helps in tracking fixed assets for the purposes of financial accounting, preventive maintenance, and theft deterrence.

CPA Firms

Offers collaboration with a professional expert for financial and consulting services.

Collections

Recovery of cash from a business or individual.

Cash Management

Collection and management of cash.

Accounts Receivable

Handling the money the client owes to the company.

Accounts Payable

Handling the money owed by a business to its suppliers.

Expense Management Features

Receipt Scanner

OCR (Optical Character Recognition) tool to scan and upload a paper receipt to make entries on the go.

Card Spending Tracker

Automatically tracks the expense done using a linked debit or credit card.

Multi-level Approval

A sequential and thorough review process to approve expenses.

Reconciliation Summary

A statement prepared to report total outstanding payments and receipts.

Tax Claim

Helps with tax reclaim on expenses and maximizes the tax benefit of the organization.

Bank Feed Sync

Can sync with bank notification and fetch expenses to make entries in the record book.

Receipt Management

Store and manage receipts of the expenses incurred by the employees.

Multiple Reporting Currency

Reports entries from different origin currencies in the native exchange rate.

Spend Control

To reduce spending and prevent unauthorized use by setting transactional control.

Reimbursement Management

Helps in managing employee expenses claims and regularize the approval process.

Expense Approval

Managers can review and approve expense reports. Expenses not in compliance are automatically flagged or rejected.

Third-party Integration

Offers synchronization with third-party applications

Mileage Tracking

Facilitates tracking mileage automatically and stop recording when a location is reached & it can produce IRS compliant reports

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Billing and Invoicing Features

Payment Reminders

Helps to chase payments as they come due with automated payment reminders

Online Invoicing

Create invoices online and email them to your clients with just one click

Offline Payments

Helps to record cash and credit payments on retail operations

Tax Calculator

Automatically calculates the detailed tax amount at the latest tax slab rate

Dunning Management

Helps to manage complications of credit card payment decline and inform the customer of failed charges.

Quotes and Estimates

Helps in providing quotes/estimates that offers an estimation of the overall cost

Payment Processing

Helps to manage automated transactions across various online channels

Contact Database

Helps to maintain contacts and segregate them according to their needs

Recurring (Subscription Billing)

Billing consumers on a time determined basis for products or services received

Project Billing

Simplify client invoicing, improve cash flow, and measure the profitability of contract projects

Online Payments

Accept payments online directly through your account

Mobile Payments

Accept payment directly on your mobile handset

Invoice History

Invoice history feature allows you to verify or check all your past invoices anytime you want

Hourly Billing

This feature allows a business to create bills and invoices on hourly basis

Customizable Invoices

Allows the business to customize their invoices with their company logo as per their needs and requirements

Customer Portal

Provides a client the access to various company information such as ordering history, customer account information, past invoices, etc.

Contingency Billing

Handling of bills related to contingencies

Multi-Currency

Enables payment and collection in multiple currencies.
Tally Assistant Pricing

Free Trial

Available

Learn more about  Tally Assistant Pricing

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Tally Assistant FAQs

What is Tally Assistant used for?

Tally Assistant is Accounting Software. Tally Assistant offers the following functionalities:

  • Expense Tracking
  • Billing and Invoicing
  • Bank Reconciliation

Learn more about Tally Assistant features.

What are the top alternatives for Tally Assistant?

Tally Assistant Contact

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https://tallyassistant.com

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