Tally Assistant suits freelance designers who are paid through multiple platforms and currencies. It imports bank and payment CSVs as-is, scans receipt and payment screenshots in 50+ languages, and generates invoices from one sentence. Designers who need double-entry books or inventory should look elsewhere.
Import is file-based, so automated bank feeds are not available. AI categorization and OCR need a review pass, and the free plan caps at 100 transactions per month.
Export CSVs from Stripe, PayPal, and your bank, and upload them as-is. The AI detects each layout, categorizes the transactions, and matches clients automatically.
Photograph the Adobe renewal email or the font license receipt. The OCR reads the amount, date, and merchant in 50+ languages, and the image stays attached as documentation.
Type 'Logo design $300, landing page $700 for Acme Corp' and the AI builds the invoice with tax, PDF, and PayPal link. Overdue invoices get reminders automatically.
Both payments import as income transactions matched to the same client. The client profile shows their full payment history, so the deposit and the final payment are visible together in one place.
Yes. The recurring Adobe charge imports as a transaction, gets categorized as Tools & Software (or your own category), and shows up in the expense report at year end. The original receipt image can stay attached as documentation.