Tally AI providers and models
Connect Anthropic, ChatGPT/Codex, or OpenRouter and choose which models answer Tally conversations.
Tally can answer through several AI providers. Provider settings belong to the firm, so one firm administrator connects the provider and chooses the routing policy for the team. Connecting a provider does not give Tally more accounting authority. Duties, company scope, approval rules, and LedgerHQ's guarded accounting services still control what Tally can do.
Open the account profile and select Automation. The AI providers area shows the current connection status for Anthropic, OpenRouter, and ChatGPT/Codex, together with the firm's current-month AI usage.
Anthropic
LedgerHQ + Tally includes a monthly managed Anthropic allowance. A firm can also save its own Anthropic API key for Claude usage billed directly by Anthropic. LedgerHQ validates and encrypts the key, then shows only its last four characters.
Use a firm key when the included allowance is exhausted or when the firm's routing policy prefers its own Anthropic account. Add billing credit in the Anthropic console before saving the key.
ChatGPT And Codex
The ChatGPT/Codex subscription card connects Tally to an eligible OpenAI subscription through the guided sign-in flow. Select Connect, complete the OpenAI authorization, and return to LedgerHQ. If the authorization expires or is revoked, the card and Tally composer show a reconnect state.
Do not paste OpenAI credentials or tokens into Tally chat. Use the connection button so LedgerHQ can store the renewable authorization through its protected provider connection.
OpenRouter
OpenRouter lets a firm use a curated set of models through its own OpenRouter
credits. Save a valid sk-or-... key in the OpenRouter key card. After the
connection succeeds, the OpenRouter model library appears.
The firm can enable up to three library models and select one default. The Tally composer shows those enabled models when OpenRouter is active. Changing the library or default updates the composer without requiring a page reload.
OpenRouter model selection is currently complete on the web. The native mobile API understands OpenRouter, but the mobile provider picker does not yet expose the full OpenRouter selection experience.
Choose Tally's Routing
In Routing & automation policy, Tally answers with chooses the normal provider for interactive Tally conversations. The composer also has one provider button. Select it to switch among the firm's connected providers, then choose one of that provider's available models.
The Default after allowance setting controls what happens after LedgerHQ's included AI allowance is used. The firm can route to a connected Anthropic key, route to ChatGPT/Codex, or stop and ask the user to resolve the provider state.
A connected provider is not a promise that every model can complete every bookkeeping task. Start with normal questions and supervised work, then expand usage after the firm is satisfied with the model's tool behavior.
Review Usage And Connection Problems
The Firm AI usage this month card separates managed allowance, firm-key usage, and total usage by company. Provider cards show active, error, or not connected states.
If a provider stops working, check its card before changing Tally's duties. Typical fixes are adding provider billing credit, replacing a revoked key, or reconnecting ChatGPT/Codex. Removing a provider prevents future turns from using that connection but does not erase prior Tally conversations or accounting work.
Never put API keys, passwords, OAuth tokens, bank credentials, or other secrets in Tally chat or a support ticket. Save provider credentials only in the Automation settings flow.