Import any CSV.
AI handles the rest.
1. Drag in bank CSVs from any platform — Stripe, PayPal, Wise, 200+ banks. AI auto-detects the format, categorizes every transaction, and matches clients. No reformatting. 2. Type “Logo design $300, landing page $700 for Acme Corp” — AI generates the invoice with tax, PDF, and PayPal link in 60 seconds. 3. Ask “How much profit did I make in Q2?” — AI answers from your actual transaction data. 4.When an invoice goes overdue, AI sends escalating reminders automatically — friendly, then professional, then firm. You never write “just checking in” again.
All free through September 2026. No credit card. 30+ currencies. Receipt scanning in 50+ languages. PPT export.
How much time could AI save you?
5 quick questions → personalized estimate. Takes 30 seconds.
🚚 Wave users: your bank CSV imports directly — no bank-feed paywall, no manual entry.See the 2026 changes →
See Tally Assistant in action
Watch how AI handles your bookkeeping — from CSV import to invoice, in under 2 minutes.
See how it works
From bank statement to organized books — in under 2 minutes.
Upload any bank CSV
Download your statement from any bank or payment platform (Stripe, PayPal, Wise, Revolut, and 200+ banks). Upload it. The AI automatically detects the format — date order, delimiter, decimal separator, currency column — and parses every row. No reformatting, no manual mapping.
📱
PayPal payment confirmation
Screenshot uploaded by user
🤖 AI extracted:
Merchant: Acme Corporation
Amount: $850.00
Date: June 25, 2026
Type: Income · Category: Consulting
Client "Acme Corp" auto-matched · Screenshot saved
Snap a payment screenshot
Received a payment via PayPal, Stripe, Venmo, Wise, or bank transfer? Take a screenshot and upload it. AI OCR reads the merchant name, amount, currency, and date automatically. The original image is saved as supporting documentation. Works with English, Chinese, and 50+ languages.
Invoice & get paid automatically
Create an invoice from any project. AI helps write line items. Add your PayPal email — clients see a "Pay with PayPal" button. Send with one click. If unpaid, AI-generated reminders escalate automatically from friendly to firm over 21 days.
INVOICE #INV-0042
Bill to: Sarah Johnson
Consulting services — June 2026 · ¥4,716.98
VAT (6%) · ¥283.02
Total: $5,000.00
Professional PDF attached · AI reminders auto-sent if overdue
Works with
Tally Assistant is an AI bookkeeping tool for independent freelancers. It imports bank CSVs in any layout, scans receipts in 50+ languages, turns one-sentence descriptions into invoices, and sends automated payment reminders. The free plan includes 100 transactions per month and 5 clients, with the full product free through September 2026.
Best for
- Freelancers handling their own bookkeeping without accounting knowledge
- People paid through PayPal, Stripe, or international banks
- Solo business owners who want tax-ready records without spreadsheets
Not ideal for
- Accountants who need double-entry books and journal entries
- Businesses with employees, payroll, and inventory
- Teams that need shared approval workflows
Import is file-based, so automated bank feeds are not available yet. The AI drafts and categorizes, but you review everything before it is saved.
By the numbers
Concrete data, not marketing claims.
Every number on this page is explained on our methodology page, including what it means and how you can verify it yourself.
Everything you need
One platform replaces spreadsheets, accounting tools, and manual tracking — all powered by AI.
Universal CSV Import
Upload any bank CSV — Stripe, PayPal, Wise, Revolut, or Chinese banks. AI detects columns, dates, and categories in any language. Zero setup, no templates.
AI Screenshot Recognition
Snap a payment receipt and AI extracts amount, sender, currency, and date instantly. Supports multiple transactions in one image.
Smart Invoicing
Generate invoices from plain English. 'Design work — homepage $500, about page $300' creates line items automatically. Send via email with PDF.
Auto Payment Reminders
AI sends polite reminders that escalate over time — friendly first, firm later. Fully automated. Set it and forget it.
Multi-Currency Support
Multi-currency with daily auto-updated exchange rates. All amounts converted to your chosen base currency so you always know your bottom line.
Export & Backup
Export transactions, invoices, and clients as CSV anytime. Your data belongs to you — no vendor lock-in.
AI Finance Chat
Ask 'How much profit did I make last month?' or 'Who is my highest-paying client?' — AI answers from your own transaction data in seconds.
PowerPoint Reports
Export beautiful financial reports to PPT with one click. Client-ready, accountant-ready — charts, summaries, and formatted tables.
Simple pricing
Start free. Upgrade when you need more. No hidden fees, no long-term contracts.
🎉 Launch Special — 100% Free through September 30, 2026
During our launch period, all features are free. No credit card required. Pricing shown below takes effect on October 1, 2026. All users who sign up before then will be notified at least 30 days in advance and may be eligible for grandfathered pricing.
✅ 14-day money-back guarantee on all paid plansFull refund policy
All prices exclude applicable taxes.
Frequently asked questions
Everything you need to know about Tally Assistant.
What is TallyAssistant?
TallyAssistant is an AI-powered bookkeeping workspace that combines invoicing, expense tracking, receipt scanning, financial reporting, and AI-powered financial search in one application.
Who is it for?
Freelancers, consultants, agencies, creators, startups, and small businesses that want a simpler way to organize business finances.
Can I create invoices with AI?
Yes. Describe your invoice in natural language—for example: Invoice Acme Corp for 20 hours of design work at $80/hour. TallyAssistant generates a draft invoice that you can review before sending.
Which file formats can I import?
You can import: CSV, Excel, PDF bank statements. AI automatically detects columns and extracts transaction data whenever possible.
Does OCR support multiple languages?
Yes. Receipt and payment screenshot recognition supports more than 50 languages.
Can I scan receipts?
Yes. Upload a receipt image and TallyAssistant extracts merchant name, amount, date, and other available information.
Can I import bank statements?
Yes. Bank statements in CSV, Excel, and PDF formats can be imported. AI helps interpret different layouts and organize transactions into your bookkeeping records.
Can I ask questions about my finances?
Yes. You can ask questions such as: How much profit did I make in May? Which invoices are overdue? How much did I spend on software? Who is my highest-paying customer? The AI assistant searches your own financial records to answer these questions.
Does it support multiple currencies and international tax compliance?
Yes. Transactions, invoices, and reporting support 30+ currencies with daily auto-updated exchange rates. Invoices can include VAT, GST, or HST at your configured rate. CSV exports are organized for easy tax filing — IRS Schedule C friendly for US freelancers, self-assessment ready for UK, and compatible with tax accountants in Canada, Australia, Germany, and across the EU.
Can clients pay invoices online?
Yes. Invoices can include a PayPal payment button for online payments.
Can I export reports?
Yes. You can export financial reports in Excel and PowerPoint formats.
Can I track billable time?
Yes. Track time in real time or enter it manually, then convert selected time entries into invoices.
Does TallyAssistant remind overdue customers?
Yes. Automatic reminder emails can be scheduled, and reminder wording becomes progressively stronger as invoices remain unpaid.
Does TallyAssistant store audit logs?
Yes. Administrative actions such as create, update, and delete operations are recorded in an audit log.
Is my financial data safe? How do you handle privacy?
All data is encrypted at rest (AES-256) and in transit (TLS 1.3). We never sell your financial data, never use your bank statements or receipts to train public AI models, and process all AI features via OpenAI API with training disabled and 30-day auto-deletion. Database is hosted on Supabase (AWS US West) with automated daily backups and row-level security. Read our full Privacy Policy for details.
Is my data editable?
Absolutely. AI-generated information can always be reviewed and edited before being saved.
Why use TallyAssistant instead of multiple tools?
Many businesses use separate applications for: invoicing, receipt scanning, bookkeeping, time tracking, reporting. TallyAssistant brings these workflows together so financial information stays connected instead of being scattered across different tools.
What is Tally Assistant?
Clear answers to what we do, who it's for, and how it works — structured for both humans and AI.
Tally Assistant is an independent product. We are not affiliated with Tally Solutions Pvt Ltd (maker of TallyPrime, Tally ERP, or TARA AI assistant).
What is Tally Assistant?
Tally Assistant is an AI-powered bookkeeping tool for independent workers and small businesses. It automatically parses bank CSVs from any bank or payment platform, scans payment screenshots using AI vision, converts between 30+ currencies at daily exchange rates, generates professional invoices with PayPal payment links, and sends automated payment reminders. Setup takes under 2 minutes. No accounting knowledge required.
Who should use Tally Assistant?
Independent workers and solopreneurs who receive payments via PayPal, Stripe, Wise, bank transfer, or platforms like Upwork and Fiverr. Best for service-based professionals (designers, developers, writers, consultants, coaches, photographers) who want to minimize time spent on bookkeeping. Also works for online sellers, content creators, and anyone running a one-person business. Not ideal for companies needing payroll, inventory management, or multi-user accounting access.
What problems does Tally Assistant solve?
It eliminates five major pain points: (1) manual data entry from bank CSVs of varying formats, (2) lost or disorganized receipt photos and payment screenshots, (3) multi-currency conversion confusion when working with international clients, (4) the awkwardness and time cost of chasing late invoice payments, and (5) the lack of professional invoices with easy payment options for clients.
What file formats are supported?
CSV files from any bank or payment platform (Stripe, PayPal, Wise, Revolut, and 200+ banks worldwide) regardless of delimiter, date format, or decimal separator. PNG, JPG, JPEG, and WebP images for screenshot recognition. PDF files for receipt and bank statement scanning. Maximum file size: 10 MB. Images are auto-compressed to 1600px before AI processing.
How accurate is the AI OCR and receipt scanning?
AI OCR is highly accurate for clear, well-lit images with English text — typically 90%+ accuracy for extracting merchant names, amounts, dates, and currencies. Multi-language OCR supports 50+ languages with reduced accuracy. The app displays a prominent warning to verify all AI-recognized data before saving. For bank statements with multiple transactions, each transaction is saved individually (not as a lump sum) for easier verification.
How does it compare with QuickBooks?
Tally Assistant focuses on AI automation for freelancers — auto-parsing CSVs, receipt scanning, multi-currency, and automated reminders. QuickBooks is a full accounting suite with payroll, inventory, tax filing, and multi-user access. Tally Assistant has a $0 free plan and $12/mo Pro plan with a 14-day refund policy. QuickBooks starts at $15/mo. Tally Assistant is better for solo freelancers who want fast setup. QuickBooks is better for businesses with employees. See our full comparison at /compare/tallyassistant-vs-quickbooks.
Can it categorize bank transactions automatically?
Yes. The AI automatically assigns transaction categories (Infrastructure, Tools & Software, Food & Dining, Transportation, Office Expenses, Health, Utilities, Shopping, Travel, Entertainment, Project Income, Consulting Services, and Others) based on the merchant name, description, and amount patterns. Categories are fully customizable — you can override any AI-suggested category. The AI uses a predefined category taxonomy optimized for independent business bookkeeping.
How does Tally Assistant protect my financial data and privacy?
Your financial data is encrypted at rest (AES-256) and in transit (TLS 1.3). We do NOT sell your data, do NOT use your bank statements or receipts to train public AI models, and all AI processing (CSV parsing, receipt OCR, invoice generation) goes through OpenAI API with training explicitly disabled and data auto-deleted after 30 days. Our database runs on Supabase (AWS US West) with automated daily backups. Authentication is handled by Clerk with industry-standard security practices. For full details, see our Privacy Policy at /privacy.