Clean books.
No surprise bill.
AI bookkeeping pricing starts with the monthly volume that fits today. Every plan starts free, keeps your originals for 10 years and stays clear about what is included.
Start small. Automate more as you grow.
Monthly billing in USD. No annual contract and no extraction credits hiding behind the headline price.
For bookkeeping that runs itself.
Growing businesses ready to automate the path into their books.
- Everything in Starter
- QuickBooks Online + Xero sync
- Supplier rules + auto-approve
- 5 team members
- Standard email + chat support
14-day free trial. No card required.
Your trial starts without a card. Choose a paid plan only after you have seen Tallently process your own documents.
See exactly what changes between plans.
The capture, extraction and review workflow stays strong at every level. Higher plans add connected books, automation and more operational control.
| Feature | Starter$19/mo | Growth$39/mo | Scale$79/mo |
|---|---|---|---|
| Usage | |||
| Documents per month | 100 | 500 | 2,000 |
| Team members | 2 | 5 | Unlimited |
| Credit system | None | None | None |
| Capture and processing | |||
| Mixed web uploads | Included | Included | Included |
| Single email-in address | Included | Included | Included |
| AI classification + field extraction | Included | Included | Included |
| Review queue + one-click corrections | Included | Included | Included |
| CSV, Excel + PDF export | Included | Included | Included |
| Automation and connected books | |||
| QuickBooks Online + Xero sync | Not included | Included | Included |
| Supplier rules | Not included | Included | Included |
| Trusted supplier auto-approve | Not included | Included | Included |
| Records, security and support | |||
| 10-year original storage | Included | Included | Included |
| Encryption + two-factor authentication | Included | Included | Included |
| Full audit log | Not included | Not included | Included |
| Email + chat support | Included | Included | Included |
| Priority support | Not included | Not included | Included |
Over the limit doesn't mean locked out.
Keep sending paperwork even on a busy month. Tallently protects the intake flow while keeping your subscription predictable.
Uploads keep arrivingWeb uploads and email-in stay open after you reach the plan limit.
New extraction waitsUnprocessed documents remain safely queued instead of disappearing.
Resume your wayWait for the next monthly cycle or upgrade to continue immediately.
The details before you start.
Clear limits, monthly billing and no card required for the trial.
How does the 14-day free trial work?
Start with any plan and use the complete workflow for 14 days. No card is required to begin, so you can upload a real batch and see how Tallently fits your books before paying.
What counts as a document?
Each receipt, invoice, credit note, statement or other business record processed by Tallently counts as one document. Mixed files and multi-page scans are classified and split automatically where needed.
What happens when I reach my monthly limit?
Your inbox never closes: uploads are still accepted and stored safely. New extraction waits until your next billing cycle, or you can upgrade to resume processing immediately.
Does Tallently use extraction credits?
No. The published monthly document allowance is the limit that matters for normal receipt and invoice processing. There are no separate credits to monitor or use before they expire.
Which file types can I upload?
Tallently accepts PDF, JPG, PNG, HEIC and ZIP files through web upload or email-in. You can send mixed batches without sorting them into separate destinations first.
Which plans connect to QuickBooks Online and Xero?
Native QuickBooks Online and Xero publishing is included with Growth and Scale. Starter can still export clean CSV, Excel and PDF files for your accountant or existing workflow.
Can I cancel at any time?
Yes. Plans are billed monthly in USD with no annual lock-in. You can cancel without waiting for a yearly renewal window.
How are my documents protected?
Tallently encrypts data in transit and at rest, supports two-factor authentication and keeps original documents searchable for 10 years alongside their structured data.
Let the first messy batch choose the plan.
No card required. Upload, review and export before you pay.