Open Tally Assistant and immediately see what matters: total income this month, total expenses, net profit, and how that compares to last month. Below that: pending invoices, overdue amounts, currency breakdown, and AI-generated insights flagging what needs your attention. No spreadsheets, no manual calculations, no logging into 4 different platforms to piece together the picture.
Import CSVs from your bank and payment platforms. The AI parses everything and categorizes automatically. Or snap receipts — AI extracts the data. All transactions flow into the dashboard.
Every new transaction, invoice status change, or categorized expense updates the dashboard in real time. Income, expenses, profit — always current. No 'refresh report' button needed.
The AI scans your data and flags what needs action: overdue invoices, unusual spending, month-over-month changes. It's like having a financial assistant that checks your numbers daily.
Open the dashboard. See: last week's income, any overdue invoices, and whether you're on track vs last month. Takes 30 seconds. Instead of logging into 3 bank portals and a spreadsheet.
Before a call with your biggest client, check their payment history and any outstanding invoices — right from the dashboard. Know exactly what to discuss about billing.
Filter to the quarter. See total income, total expenses, net profit. Currency breakdown shows income by source. Export as CSV for your accountant. Done in 2 minutes instead of 2 hours.
Instantly. Every time you import a CSV, add a transaction, mark an invoice as paid, or scan a receipt — the dashboard recalculates immediately. No scheduled refresh, no batch processing. What you see is always current.
Yes. Use the month/year selector to go back to any previous month. The dashboard shows income, expenses, profit, and transactions for that period. Great for comparing performance or pulling numbers for tax filings.
The AI automatically surfaces: (1) Overdue invoice alerts with recommended action (friendly/professional/urgent reminder based on days overdue), (2) Month-over-month revenue comparisons, (3) Inactivity warnings if no transactions in 7+ days, (4) Expense category breakdowns showing where your money went. These are generated from your actual data, not generic tips.
Yes. The dashboard shows a currency-by-currency breakdown of income and expenses. If you earned $5,000 USD, €2,000 EUR, and £1,500 GBP this month, you'll see each separately AND the total converted to your base currency.