Tally AI bookkeeper
Work with Tally in a continuing conversation, use page context and dictation, and review supported bookkeeping work.
Tally For Firm And The Module Drawers
The Firm Overview board shows firm health and company work needing attention. Its attention summary groups work by company; open a company to review the separate issues and choose the next action.
The Tally button in the top bar opens Tally for Firm, a firm-scoped drawer that answers questions about the numbers on the board: firm stats, client health, and what needs attention. Ask "what's on my plate" or "give me the morning status" and Tally answers with a structured firm brief drawn from Work Summary, then one clear next step.
Each module also has its own focused Tally drawer that knows the page you are on: Tally for Client Summary, Tally for Reconciliation, Tally for Statements, Tally for Banking Feed, Tally for Setup, Tally for Invoicing, Tally for Reports, and Tally for Clients. The drawer answers in that module's context, while the continuing conversation retains your context. Check the selected company before asking for a change. During authorized company work, the main workspace can follow Tally's company; open editors prevent automatic switching.
Full-Page Workspace
The full-page /tally workspace supports a continuing firm-wide conversation.
An empty conversation shows companies needing attention. Use Tally tools
for History, Files, Fast Coding, settings, and help. In progress
appears when there is active work. Ask Tally for a work summary or posting
activity, and inspect the underlying records before assuming an action finished.
Tally works only while someone is chatting with her. Choose Stop to end a reply in progress. See Configuring Tally settings.
What Tally Can Work On
Tally can inspect and help with bank-feed coding, transfers and card payments, statements, requests, reconciliation, reports, journal entries, scheduled entries, fixed assets, company context, and selected guarded accounting actions. It can also search Help, create support tickets, inspect authorized evidence, and prepare work for a firm member to review.
Standard QuickBooks packages are available in Settings > Import & Export, and older bank history can be added with Upload CSV in Bank Feeds, where Tally codes and posts it like feed activity. Tally can also inspect unfamiliar bookkeeping files, normalize them, preview and import supported records, and verify the result through its file-based chat import workflow. Assisted Import remains the staff-handled path. See Choose how to start or move a company.
Dictate A Message
Use the microphone or Ctrl+Shift+Space in full-page Tally or a drawer. Stop keeps the words in the draft so you can edit or dictate more. Send or Enter sends the message; Esc cancels recording. Review account names and amounts before sending.
Web dictation uses included Tally usage first, then your own connected OpenAI account when included usage is exhausted. It creates text for the conversation; it does not authorize an accounting action independently of your message.
Safety Boundaries
Book-changing work follows company scope, authority, closed fiscal years, accounting validation, and approval rules. Large, ambiguous, externally visible, destructive, sensitive, billing, or integration-changing work can require an explicit decision.
If Tally says it prepared work, review the action or decision card before you assume the books changed. If the result looks wrong, use Report a problem from the Tally options menu or create a support ticket with the company, date, and affected record.
Tally AI is activated separately for the firm's books and each managed company. Tally works only while someone is chatting with her; Stop ends a reply in progress and does not erase completed work.