Your documents move. Your data stays protected.
Bookkeeping data security and retention start with encryption, two-factor authentication, controlled access and a complete audit trail from first upload to connected books.
Every core control is active for Bluestone Coffee Roasters.
Encrypted in transitProtected while documents move
Encrypted at restOriginals and structured data
Two-factor authentication5 of 5 team members protected
One secure path from inbox to ledger.
Tallently keeps the source, structured data and every human decision connected while the record moves through the workflow.
Secure upload or email-in brings the original into Tallently.
Encrypted in transitStructured fields, original and corrections remain connected.
Encrypted at restThe mapped record moves with its source and visible history.
Authorised connectionEvery change leaves a useful trail.
Open any record to see the original, extracted fields, corrections, approvals and publishing events in one calm timeline.
- The source stays beside the dataNo detached evidence or mystery spreadsheet.
- People and automation stay distinctSee whether a person or Tallently made the change.
- Publishing attempts remain visibleSuccess, error and retry all stay in history.
SUPPLYInvoice #CBS-20441
Original PDF · 184 KB
Your books are the destination. Tallently keeps the proof.
Authorise your accounting organisation once, publish clean records with their originals and keep a visible history of what moved.
Chart of accountsReady for mapping
VAT ratesAvailable in Review
ContactsSupplier matching on
Status syncLast checked 2 min ago
Protection you can see in the product.
No borrowed badges or vague promises. The controls your team depends on stay visible where the work happens.
Encrypted from arrival onward.
Originals and structured data stay protected while moving and while stored.
Active by defaultGDPR-minded by design.
Privacy and organisational boundaries shape how records and access are handled.
Designed for UK + EU needsThe evidence stays complete.
Keep originals, tags and audit history searchable for the full life of the record.
10-year historyClear answers before you upload.
Understand how Tallently protects access, documents and every step that follows.
How does Tallently protect uploaded documents?
Documents and structured data are encrypted in transit and at rest. The original stays connected to its extracted fields, corrections and publishing history throughout the workflow.
Can I add extra protection to my account?
Yes. Tallently supports time-based one-time password two-factor authentication, adding a second verification step beyond your password.
Can team members have different permissions?
Yes. Role-based access lets an organisation control who can manage settings, review documents or work with bookkeeping records.
Can I see who changed or published a record?
Yes. The audit history keeps the person, action and timestamp for corrections, approvals, automation rules, exports and publishing events.
How long are original documents retained?
Tallently keeps original documents, tags and their audit history for 10 years, so the evidence remains searchable long after the bookkeeping entry moves on.
How are Xero and QuickBooks connections handled?
You authorise the accounting organisation once. Tallently uses that connection to map and publish clean records with the source attached, while keeping every attempt visible in the audit history.
Send the documents. Keep control of every record.
Start with a messy batch and finish with protected, traceable data ready for your books.