From first drop to final ledger. One calm workflow.
AI bookkeeping automation software captures every receipt and invoice, turns it into clean data, routes only the exceptions for review and publishes with the original still attached.
Every document enters one calm inbox.
Upload a mixed batch or forward supplier email. No sorting and no destination tabs.
cascade-july-invoices.pdf12 pages · finding documents
Readingalaska-eticket.jpgReceipt · $428.60
ReadyOr forward itbluestone@in.tallently.com
Always onEverything starts together. Tallently works out what happens next.
The workflow stays simple for your team while the product handles classification, field extraction and bookkeeping logic underneath.
One door for every document.
Drop mixed files, paste from your clipboard or forward supplier emails to one permanent address.
Explore document captureYour document, understood.
Type, direction, supplier, tax and totals become structured fields with confidence attached.
Explore AI extractionYour to-do list is only what the AI cannot finish.
Tallently isolates the uncertain field, explains why it stopped and pre-selects the best answer. Most exceptions disappear in one click.
- The source stays beside the decision
- No hunting through status tabs
- Every correction improves the next result
Alaska AirlinesTax treatment
$428.60Northstar TelecomPossible duplicate
$184.22Elm Street CafeDocument split
$1,860.00Choose the tax treatment
Tallently found no tax line and pre-selected its most likely answer.
Make one decision. Remove it from next month.
Turn a correction into a reusable rule, keep confidence guardrails in place and retain a visible history of every automated choice.
Explore supplier automationCascade Bean Supply12 documents · $16,420 total
Learning from your workEvery future document
Auto-approveOnly above 95% confidence
OnNothing happens invisibly.
Rule appliedCategory → Cost of Goods Sold
NowAuto-approvedConfidence 98.7%
NowReady to publishOriginal remains attached
NowClean data goes forward. The evidence never gets lost.
Publish directly, export in the format your accountant needs and keep the searchable original attached for ten years.
READY18 documents · $12,486.20
All checks passedQuickBooks OnlineOriginals attached
ConnectedXeroVAT-ready records
Connect10-year original retentionSearchable, encrypted and audit-ready
Built to hold business records, not just move data around.
Security, traceability and access control are part of the workflow from the first upload.
Explore securityEncrypted + protected
Encryption in transit and at rest, with 2FA for account protection.
Traceable by design
Original, edits, rules and publishing events stay connected in one audit trail.
Give Tallently the messy batch. Get your time back.
Start free for 14 days. No card, no sorting and no setup project.