📘 Tally Assistant Home

AI Bookkeeping for Freelancers

How independent freelancers on Upwork, Fiverr, Toptal, and beyond use AI to save 10+ hours per month on bookkeeping.

What Is Tally Assistant?

Tally Assistant is an AI-powered bookkeeping tool for freelancers and independent contractors. It automates the most time-consuming parts of freelance finance: parsing bank CSVs from any bank or payment platform, scanning payment screenshots with AI vision, converting between 30+ currencies at daily exchange rates, generating professional invoices with PayPal payment links, and automatically chasing overdue payments with AI-written reminders. Setup takes under 2 minutes. No accounting knowledge required.

Common Pain Points for Freelancers

⚠️ Manual data entry from bank CSVs

✅ AI auto-detects CSV format, parses every row, and categorizes transactions in seconds.

⚠️ Lost receipt photos and screenshots

✅ Snap a screenshot of any payment confirmation — AI extracts merchant, amount, currency, and date. Original image saved.

⚠️ Multi-currency confusion

✅ AI detects currency per transaction. All amounts auto-converted to USD at daily exchange rates.

⚠️ Hours wasted categorizing transactions

✅ AI auto-assigns categories (Infrastructure, Tools & Software, Food & Dining, etc.). You can override anytime.

⚠️ Chasing late payments

✅ Automated reminders with AI-generated text. Tone escalates from friendly to firm over 21 days.

⚠️ No professional invoices

✅ AI-assisted invoice creation. PayPal payment link embedded. Real PDF attachment. Client can pay with one click.

Recommended Workflow for Freelancers

1. Weekly import

Download your bank CSV or payment platform export. Upload to Tally Assistant. AI parses all transactions — date, amount, currency, description, category, and client name. Takes under 30 seconds.

2. Daily capture

Whenever you receive a payment confirmation (PayPal, Stripe, bank transfer, Venmo), take a screenshot. Upload to AI Recognize. The system extracts the details and creates a categorized income record.

3. Monthly invoicing

At the end of a project, create an invoice. Add line items with AI assistance. Include your PayPal payment link. Send with one click. Client receives a professional PDF with a Pay with PayPal button.

4. Auto reminders

Once an invoice is sent, the system tracks its due date. If overdue, automated reminders begin — friendly at first, escalating to firm over 21 days. You don't lift a finger.

5. Tax-ready export

At tax time, export all transactions as CSV. Give to your accountant. Every transaction has original currency, USD equivalent, category, and client name.

Who Should Use Tally Assistant?

✅ Great for

  • • Freelance designers & developers on Upwork/Fiverr
  • • Independent consultants & coaches
  • • Content creators & writers
  • • Photographers & videographers
  • • Virtual assistants & remote workers
  • • Anyone receiving payments via PayPal, Stripe, Wise, or bank transfer

⚠️ Not ideal for

  • • E-commerce sellers with inventory (need inventory tracking)
  • • Businesses with employees (need payroll)
  • • Companies needing multi-user accounting access
  • • Those requiring formal double-entry bookkeeping

Start automating your freelance bookkeeping

Try free — 50 transactions/month, no credit card →