Configuring Tally settings

Tally Is Managed By LedgerHQ

LedgerHQ operates the managed Tally service. The firm controls company activation and authority; Automation shows included usage and your personal OpenAI connection for work funded through your own account.

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, statement reading, 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 posts usable best-guess categories from 1% confidence for both Core and Tally. Truly unknown rows remain for human input. There is no confidence setting in the profile Automation tab.

Turning Automatic Work Off

Tally works only while someone is chatting with her. To stop a reply in progress, choose Stop in the chat. Each workspace's Tally AI switch turns that company's automatic bookkeeping work on or off.

Authority And Review

Tally still follows company scope, closed fiscal years, accounting validation, and the firm's authority rules. Externally visible messages, destructive changes, unclear accounting, larger 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. External assistant access is managed in API and MCP; the former Tally Service connector is retired. See Connect Tally to your apps 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.