Clean records out. Your books stay connected.
QuickBooks and Xero accounting integrations turn every receipt and invoice into mapped data, then publish it through native connections with the original document still attached.
Northstar Office LtdWaiting in Tallently
—Meadow & Co StudioWaiting in Tallently
—Harbour Roasters LtdWaiting in Tallently
—One Tallently workflow. Two ways into your books.
Start with the accounting platform your business already trusts. The source, mapping and publishing history remain visible either way.
Clean inputs for the books you already run.
Bring in accounts, tax codes and contacts, then publish mapped expenses, bills and sales records with their evidence.
- Real account mapping
- Expenses and sales records
- Individual, bulk or automatic publish
Mapped bills and invoices, with the VAT detail intact.
Connect your organisation, map accounts, VAT rates and tracking context, then send each clean record with its original.
- Account + VAT mapping
- Purchase bills and sales invoices
- Tracking categories and status sync
Your bookkeeping structure becomes Tallently's destination.
No second chart of accounts to maintain. Tallently uses the categories, tax treatment and contacts already inside your books.
Authorize your books.
Choose the company or organisation once. Tallently securely imports only the structure it needs.
Confirm where data lands.
Review best-guess accounts and tax treatment before the first accounting record moves.
Send clean work through.
Publish one record, the selected close or trusted repeat work — always with the source attached.
Your ledger gets cleaner inputs, not another inbox.
This Tallently-owned preview uses familiar Xero bookkeeping patterns to show the outcome: mapped bills and invoices, payment status and every source document kept close.
Records from Tallently
A failed publish becomes a clear next step.
Tallently isolates the affected record, explains what needs attention and lets the rest of the batch continue. Retry after the fix; the evidence and history stay intact.
- Clear error statesKnow exactly which record stopped and why.
- Safe retryPublish again without recreating the document.
- Complete audit trailEvery attempt and correction remains visible.
- Record approvedToday, 10:42
- Publish startedToday, 10:43
- Account code needs attentionThe rest of the batch continued
Everything before your first publish.
Connect the books you already run and keep the original source visible from day one.
What does Tallently bring in from my accounting platform?
Tallently imports the bookkeeping structure needed for accurate publishing: accounts, tax rates and contacts, plus tracking context where the connected platform supports it.
Can I review a record before it is published?
Yes. Start by publishing individual records or a selected batch. Trusted, high-confidence supplier work can be automated later, while exceptions always remain visible.
Does the original receipt or invoice stay attached?
Yes. Tallently sends the original document beside the structured accounting record and keeps its own searchable copy and complete audit history.
What happens if a publish fails?
Only the affected item is paused. Tallently explains the error, keeps the rest of the batch moving and lets you retry safely after the issue is corrected.
Make the ledger the destination, not the data-entry job.
Drop in the documents. Tallently handles the path to mapped, attached accounting records.