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 Consulting Invoice Template

Describe your consulting engagement — 'Strategy workshop $2,500, 10 hours coaching at $150/hr for Acme Inc' — and AI creates a detailed invoice with hourly breakdowns and totals.

What's Included

Your consulting business name, logo, and contact details
Client company name and billing contact
Line items with hourly/daily rates or fixed project fees
Time breakdown: hours worked × rate = subtotal per engagement
Expenses section: travel, materials, subcontractor costs
Tax auto-calculated at your configured rate
Payment terms with PayPal link

See It in Action

1You describe it in plain English

“Create a free consulting 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 for free

Create your free Tally Assistant account. No credit card needed.

Describe the engagement

Type 'Strategy workshop $2,500 + 10 hours at $150/hr for Acme Inc.' AI handles the math, formats the invoice, and matches or creates the client record.

Review and send

Invoice includes your branding, line items, hourly breakdown, tax, and payment link. Email as PDF with one click.

Frequently Asked Questions

Can I mix hourly billing and fixed-price items on one invoice?

Yes. 'Brand strategy consulting $3,000 + 5 hours implementation at $150/hr' creates an invoice with both the fixed fee and the hourly charges as separate line items with correct calculations.

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 Photography Invoice Template Free Quote Template