Find anything. Export everything. Keep every original.
A searchable receipt archive and accounting data export workflow helps you find any record in seconds, then send clean data to your accountant, QuickBooks or Xero without losing the source.
The record you need is already one search away.
Costs, sales, statements and Vault documents live in one calm library. Types are filters, not separate silos, so you never have to remember where something was filed.
- Search the details you rememberSupplier, invoice number, amount or any extracted keyword.
- Narrow without losing contextCombine date, status, tag, supplier and document type.
- Open the proof beside the dataThe original and every correction are always attached.
Close the books your way.
Publish directly, hand your accountant a clean spreadsheet or package the originals for an audit — from the same selection.
QuickBooks Online
Publish purchase and sales records with the original document attached.
Explore QuickBooksXero
Send categorized records into Xero and keep the source beside the transaction.
Explore XeroCSV & Excel
Give any accountant structured rows in generic, QuickBooks or Xero-ready formats.
Ready before integrationsPDF bundle
Package a period or selection of originals into one organized evidence set.
Sources preservedThe export is clean. The evidence stays complete.
Automation never breaks the chain back to the source. Open any record to see the original, extracted data, corrections, rules and publishing events in one timeline.
- 10-year retentionOriginals, tags and history remain available for the life of the record.
- A complete audit trailSee who changed, approved, exported or published each document.
- Protected by defaultEncrypted records and role-based access keep business documents controlled.
SUPPLYInvoice #CBS-20441
Original PDF · 184 KB
Connect the books. Keep the archive.
QuickBooks Online and Xero receive clean data while Tallently keeps the searchable original and full history.
Everything before your first export.
Keep the source, find the answer and hand off exactly what the books need.
How long does Tallently keep my original documents?
Original documents, tags and their audit history are retained for 10 years. The source file stays connected to the structured record from capture through export.
What can I search for?
Search by supplier, invoice number, amount or keyword, then narrow the archive by document type, status, date range or tag. Vault records are included in the same search.
Which export formats are available?
Export clean CSV or Excel files, QuickBooks- and Xero-compatible data, and PDF bundles of original documents. You can export one record, a selection or a filtered period.
Do exported accounting records include the original?
Yes. Native QuickBooks Online and Xero publishing keeps the original attached. PDF bundles include the source files, while spreadsheet exports keep the document reference for traceability.
Can I see who changed or exported a document?
Yes. Corrections, supplier rules, publishing events and exports are recorded with the person, action and timestamp in the audit history.
Your books move on. Your proof stays put.
Start with a messy batch. Finish with searchable records and a clean export for anyone who needs it.