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Tally

Free App

AI agents automating accounting, tax, & audit inside your existing systems.

Streamlines workflows
Automates accounting tasks
Integrates existing systems

About Tally

Launched Feb 18, 2025

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[email protected]

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Description

AI agents automating accounting, tax, & audit inside your existing systems.

Tally provides AI agents designed for accounting firms to automate repetitive tasks across accounting, tax, and audit functions, integrating directly into existing systems. Tally agents can assist with tasks from AP reconciliation to financial statement review, streamlining workflows and operating as a collaborative extension of your team.
Tally website

Tally Key Features

  • Autonomous operation within existing systems
  • Support for AP reconciliation, financial statement review, and document review
  • Delegation via Teams or the Tally portal
  • Real-time response to natural language requests
  • Learning from feedback and continuous improvement

Tally Use Cases

  • Financial statement review
  • Tie-outs to supporting workpapers
  • AP Reconciliation
  • Unstructured document review
  • Trial balance adjustments

Pros

  • Automates repetitive tasks, saving time and reducing manual labor.
  • Seamless integration into existing systems without the need for major infrastructure changes.
  • Wide range of functionalities, from AP reconciliation to financial statement review.
  • Enhances workflow efficiency and allows accounting teams to focus on more strategic tasks.
  • Acts as a collaborative extension of the team, enhancing overall productivity.

Cons

  • May require initial setup and configuration, which could be complex for some users.
  • Dependency on AI may lead to issues if algorithms do not perform as expected.
  • Some users report occasional discrepancies that still require human intervention.
  • Potential challenges in adapting workflows to take full advantage of the app's capabilities.
  • Limited offline capabilities, as it relies heavily on integration with existing digital systems.

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