What is Tally Assistant?

Tally Assistant is an AI-native bookkeeping tool for freelancers. It imports bank CSVs from any platform, auto-categorizes transactions, generates invoices from one sentence, scans receipts, and sends automated payment reminders. Supports 30+ currencies.

Does Tally Assistant integrate with PayPal and Stripe?

Yes. You can generate invoices with PayPal payment links directly in Tally Assistant. Stripe integration is available via bank CSV import — Stripe payout CSVs are auto-detected and categorized.

Is there a free plan for Tally Assistant?

Yes. The free plan — free forever — includes CSV import from any bank, manual invoicing, a dashboard, and CSV export, with limits of 100 transactions and 5 clients per month. AI features (receipt scanning, invoice generation from one sentence, money Q&A, PPT report export) are Pro features. During the launch period, all Pro features are free through September 30, 2026.

How does Tally Assistant handle multi-currency bookkeeping?

Tally Assistant supports 30+ currencies. Original amounts are preserved and correctly converted at transaction time using live rates. This ensures accurate reporting across currencies without manual conversion.

Can Tally Assistant replace my accountant?

Tally Assistant handles day-to-day bookkeeping tasks that would otherwise take 10+ hours per month. It exports clean, categorized CSV reports for your accountant. It complements — but does not replace — professional tax advice.

Free Business Invoice Template

A clean, professional invoice template for small businesses and LLCs. AI generates it from your description with your VAT ID, company registration, and payment details auto-included.

What's Included

Company name, logo, address, and registration number
VAT/GST/HST ID auto-included from your settings
Client company name with billing address and tax ID
Purchase order (PO) number field for corporate clients
Line items with description, quantity, unit price, and total
Subtotal, tax breakdown by rate, and grand total
Payment terms (Net 15, Net 30, Due on Receipt)
Bank transfer details or PayPal payment link

See It in Action

1You describe it in plain English

“Create a free business invoice template with line items, tax, and my branding”

AI understands natural language and generates a complete, professional document from your description.

AI processing...

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2AI generates your document

INVOICE — Ready to Send

Invoice/Quote number & date — auto-generated

Your logo & business details — from Settings

Line items from your description — auto-extracted

Tax calculated at your rate — auto-computed

PayPal payment link embedded — ready to collect payment

✓ Professional PDF · Correct calculations · Sent via email in one click

How to Use This Template

Sign up and add business details

Create your free account. Add your company name, address, VAT ID, and logo in Settings. These auto-populate every invoice.

Describe what you're billing for

Type 'Monthly retainer for IT support — $3,000. Server maintenance — $500. Total: $3,500 + 20% VAT.' AI creates the invoice with correct calculations.

Send with your company branding

Professional PDF with your logo, company details, and tax ID. Email to client with one click — or download, print, and mail.

Frequently Asked Questions

Can I include my VAT ID and company registration number?

Yes. Add your VAT/GST/HST ID and company registration number in Settings. They appear on every invoice automatically. Essential for B2B invoicing where tax IDs are required.

AI-Powered

Use This Template — Free

Sign up for free and AI generates your receipt automatically — with your branding, correct calculations, and PayPal payment link. No manual data entry, no static PDFs.

No credit card required · Free plan available

Related Templates

Free Invoice Template Free Consulting Invoice Template Free Quote Template