Tally Assistant fits consultants with high-value invoices, international clients, and multi-currency income. It generates invoices from a description, tracks payment status with escalation reminders, and reports in a single base currency with daily rates. Consultants needing formal double-entry books or team project accounting should use a traditional ERP.
Reporting is single-entry and file-import based. There is no automated bank feed and no project-budget variance tracking.
Describe the engagement in one sentence and let the AI build the invoice with your tax rate. Status tracks from draft to paid, with payment detection linking the money to the invoice.
Each client profile shows payment history and outstanding invoices. The data, not the gut feeling, decides who gets Net 15 terms and who pays on receipt.
Multi-currency income converts to your base currency with daily rates. Reports and PPT exports show a single P&L for the whole engagement or the whole year.
Yes. Every client profile lists their full payment history and outstanding invoices, so payment behavior is visible per client rather than guessed at.
Every transaction keeps its original currency. Reports convert all amounts to your chosen base currency using daily exchange rates from the Frankfurter API, so the bottom line is consistent.