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 Quote Template

Describe the project you're bidding on — 'Website redesign, 10 pages, estimated 40 hours at $85/hr for Potential Client Inc' — and AI creates a professional quote ready to send.

What's Included

Business name, logo, and contact details
Client/prospect name and company
Quote number and date auto-generated
Detailed line items with descriptions and estimated amounts
Optional: estimated hours per line item
Terms and conditions section
Expiry date: 'This quote is valid for 30 days'
Contact info for questions

See It in Action

1You describe it in plain English

“Website redesign — homepage $800, about page $400, contact page $300. Estimated 3 weeks.”

Describe the project — AI creates line items with estimates and totals.

AI processing...

→

2AI generates your document

PROJECT QUOTE — Ready to Send

Invoice/Quote number & date — auto-generated

Your logo & business details — from Settings

Line items from your description — auto-extracted

Estimated timeline & terms — auto-added

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 account. No credit card required.

Describe the project

Type 'Website redesign — homepage $800, about page $400, contact page $300, blog template $600. Estimated 40 hours total.' AI creates the quote with all line items.

Send to your prospect

Email the professional quote as PDF. When the client accepts, convert the quote to an invoice with one click — no re-typing.

Frequently Asked Questions

Can I convert a quote to an invoice after the client accepts?

Yes. In one click, convert any quote into an invoice. All line items, amounts, and client details carry over automatically.

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

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