Configuring Tally settings

Tally Is Managed By LedgerHQ

Tally does not have a provider account, model picker, or separate AI key. The firm controls access and authority in LedgerHQ while LedgerHQ operates the managed Tally service.

Turn Tally AI On For A Workspace

On a LedgerHQ + Tally firm, open Companies. The Firm workspace card and each managed company row have their own Tally AI switch. The firm switch controls unattended bookkeeping in the practice's own books. Each company switch controls only that company's books.

When a workspace's Tally AI is off, bank sync, evidence collection, research, matching, and explicit user actions can continue, while unattended Tally coding, posting, transfer settlement, check application, and applicable client outreach wait for that workspace. Other activated workspaces continue.

Firm owners and firm admins can change the firm workspace switch. A firm member with ordinary access to a managed company can change that company's switch. Changing company Tally access does not grant access to the company's books.

Core firms use the separate AI auto-post control in Bank Feeds. LedgerHQ uses the same fixed 60% confidence floor for Core and Tally AI category posting. There is no confidence setting in the profile Automation tab.

Pause Tally Firm-Wide

An owner or admin can choose Pause Tally on the full-page Tally workspace. The button changes to Resume Tally while the firm is paused. Pausing stops Tally from starting or applying work across the firm, while the Tally chat remains available for questions and review.

There is no separate company-level pause. Use each workspace's Tally AI switch for activation and Pause Tally for the intentional firm-wide stop.

Authority And Review

Tally still follows company scope, period locks, accounting validation, and the firm's authority rules. Externally visible messages, destructive changes, unclear accounting, non-zero reconciliation differences, and other protected actions can require a decision from a firm member.

Open Tally decisions and authority when you need to understand a question, approval, skip, or hard-stop action.

Usage

The profile Automation tab shows included, banked, and purchased Tally usage. Each active managed company adds $5 of included usage per month. Up to $3 per company rolls into banked credit each month, with a $250 firm maximum. The firm can buy a $25 usage pack when included and banked credit are used up; the pack costs $25 of usage plus $1 card processing, carries over until spent, and has no auto-top-up.

See Billing and trials for the subscription and usage details.

Connections And Files

Personal outside-app connections are managed in the profile Connections tab. They belong to the firm member who created them. Direct assistants and Tally Service connectors are managed in API and MCP. See Give your Tally other apps with Zapier and API keys and MCP access.

Use Tally's Files and task checklists for durable work files and compound-turn follow-up. Use Tally evidence attachments for files attached as evidence to a conversation.