Problem
Bank CSVs are all in different formats — Stripe, PayPal, Wise, and your local bank each export data differently
Solution
Upload any CSV and the AI auto-detects columns, date formats, currencies, and delimiters. 200+ bank formats supported, zero setup required.
Problem
Payment screenshots pile up and get lost — you have proof of payment scattered across your camera roll and email
Solution
Snap a screenshot of any payment confirmation and the AI extracts amount, sender, date, and currency. Original image saved as documentation.
Problem
Invoicing takes too long — manually creating line items, calculating tax, formatting PDFs for every client
Solution
Describe the work in one sentence and AI generates the invoice with line items, tax, and a professional PDF. Send via email with one click.
Problem
Chasing late payments is awkward and time-consuming — you'd rather be doing literally anything else
Solution
AI-powered auto reminders that escalate from friendly to firm over 21 days. Fully automated — you never have to think about it.
Problem
Multi-currency income is confusing — you get paid in EUR by one client and USD by another, with no easy way to see your real income
Solution
30+ currencies with daily exchange rates. Each transaction keeps its original currency but everything converts to your configured base currency for reporting. Always know your bottom line.
Upload bank statements from any platform or bank — AI parses them all
Scan payment screenshots from PayPal, Venmo, Alipay, WeChat, and any bank app
Generate professional invoices from plain English descriptions
AI chases late payments so you don't have to
Auto-categorize every expense for tax season
You earn via Upwork, Fiverr, direct PayPal invoices, and bank transfers. Tally Assistant pulls transactions from every source — CSV uploads, screenshots, or manual entry — into one unified view with AI categorization and currency normalization.
You work with clients in the US, Europe, and Asia. Payments arrive in USD, EUR, and CNY through PayPal, Stripe, and Alipay. The AI handles all currencies and payment platforms natively — no more spreadsheets to track exchange rates.
You're a designer, photographer, or writer who bills per project. Create invoices by describing the work in plain English. The AI handles formatting, tax, and delivery while you focus on the next project.
No. Tally Assistant is designed for freelancers who want to spend zero time learning accounting. The AI handles categorization, currency conversion, and invoice formatting automatically. If you can take a screenshot and type a sentence, you can use Tally Assistant.
Excel requires you to manually format every CSV, calculate every currency conversion, track every invoice status, and remember to follow up on late payments. Tally Assistant automates all of that with AI. For 5 transactions a month, Excel is fine. For 50+, the time savings are dramatic.
Tally Assistant is designed for business bookkeeping — tracking freelance income, business expenses, and client invoicing. For personal finances, we recommend dedicated personal finance tools. Keeping them separate also makes tax preparation much easier.
Tally Assistant supports 30+ fiat currencies with daily exchange rates. Cryptocurrency is not natively supported, but you can manually enter the fiat-equivalent amount at the time of the transaction. We recommend noting the crypto amount and TXID in the transaction notes.