Your to-do list is only what the AI cannot finish.
The AI bookkeeping review queue holds only the exact field or decision that needs a human. High-confidence documents keep moving, with Tallently's best answer already selected.
Review
3 to resolveOnly the documents that need a human. Best guess pre-filled — one click to resolve.
3 review items remaining.
Sales tax not found on receipt — best guess $0.00
Possible duplicate of #1041 — same supplier, total and date
Looks like 3 separate receipts in one scan — confirm split
Four reasons a document might need you.
No processing tabs and no queue archaeology. Every item says what is blocking it and what Tallently thinks the answer is.
Low confidence
A value is readable, but not certain enough to continue safely.
Total read as $750.00 · 68%Missing field
An expected value is not visible anywhere on the source document.
Sales tax not found · best guess $0.00Possible duplicate
Supplier, date and total match a document that is already in your books.
Possible duplicate of document #1041Ambiguous split
One scan appears to contain several documents and needs confirmation.
Looks like 3 receipts · confirm splitThe source, the blocker and the likely answer — together.
Open an exception and Tallently takes you directly to the relevant decision. Confirm it, correct it or inspect the original without rebuilding the document.
Sales tax not found on receipt
No tax line appears on the source, and the line items add up exactly to the total.
When there is nothing to do, Review gets out of the way.
The goal is not a longer queue. Tallently automatically finishes everything it can and celebrates the quiet state when your attention is no longer needed.
- No internal pipeline exposedYou never manage processing stages.
- Ready work keeps movingOne uncertain field never blocks the rest.
- New work appears with a reasonEvery interruption is specific and actionable.
All clear — nothing needs you.
New documents land here only when the AI isn't sure.
Review gets quieter as Tallently learns your business.
A resolved exception is not thrown away. It becomes useful context for the supplier, category and tax decisions that follow.
Corrections become context
Confirmed values inform how similar documents are understood next time.
Supplier behavior stays consistent
Categories, tax handling and descriptions can be applied automatically.
Future documents skip Review
Reliable supplier rules remove repeat decisions without hiding the result.
Human control without human busywork.
Automation keeps moving until one clear, consequential decision needs you.
What sends a document to Review?
Only a blocking exception: a low-confidence or missing field, a suspected duplicate, or an ambiguous multi-document scan. Everything else continues automatically.
Do I need to check every extracted field?
No. Tallently keeps high-confidence answers moving and calls out the exact value or decision that needs you. Review is an exception queue, not a second data-entry step.
What happens after I confirm an answer?
The document leaves Review immediately and becomes Ready. Your correction is kept in the audit history and can improve how the same supplier is handled next time.
Can I inspect the original before deciding?
Yes. Open any exception to see the source document beside the relevant field, Tallently's best answer and a plain-language explanation of why it stopped.
What does Review look like when there is no work?
It says All clear. The empty state is intentional: new documents appear only when automation cannot make a safe decision on its own.
Let the clear work clear itself.
Send in the documents. Tallently handles the routine and brings you only the decisions worth making.