Tally Assistant fits freelance writers with many small payments from many outlets. It imports bank and payment CSVs as-is, categorizes the long tail of subscriptions, and keeps income organized by client for year-end. Writers with a single publisher and zero invoicing may find it more than they need.
Income tracking is based on when money arrives, not when a piece is published. Projecting royalties or advance schedules needs a separate tracker.
Bank CSVs, PayPal, and Stripe exports upload as-is. Each payment is categorized and matched to a client or outlet, with the date the money actually arrived.
Photograph the receipt or upload the invoice for subscriptions, books, and tools. The AI reads the amount and date, and the image stays attached as documentation.
At tax time, export all income and expenses as CSV, organized by category and client. No shoebox, no spreadsheet archaeology.
Tally Assistant records income when the payment lands, matching it to the client. For tracking what is owed but not yet paid, the invoicing feature with status tracking covers outstanding amounts.
Any purchase you photograph or import is categorized, including books, courses, and reference subscriptions. Whether an expense qualifies as a deduction depends on your local tax rules, but the records are all there.