Tally AI bookkeeper
Meet Tally for Firm on the Firm Overview board, the focused module drawers, what Tally can work on, and safety boundaries.
Tally For Firm And The Module Drawers
The Firm Overview board is Tally's home base. It shows firm health and leftover work across three tabs — Overview, Metrics, and Operations — including the items that need attention.
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, and detail pages keep their own conversation thread — one per invoice, report, client record, or request — so the history stays with the work you are doing.
Full-Page Workspace
The full-page /tally workspace is still available for long-form firm-wide
conversations. It holds Work Summary, which brings together company work
that needs attention — Ask Client items, follow-up requests, and Tally work
waiting for a firm decision — plus Activity with the history of current
Tally work, its status, result, errors, and recorded change evidence. Files,
conversation history, and Fast Coding live here too.
The full-page workspace also carries the owner or admin control for Pause Tally and Resume Tally. When paused, chat remains available while Tally does not start or apply bookkeeping work. 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.
QuickBooks, bank CSV, and Assisted Import packages are handled from Settings > Import & Export. Tally can review the company and its imported evidence after the workflow finishes, but it does not start, preview, approve, resume, or commit those imports. See Choose how to start or move a company.
Safety Boundaries
Book-changing work follows company scope, authority, period locks, 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. The firm-wide Pause Tally control is the intentional stop for Tally work; it does not remove the chat or erase completed work.
Brand a company's invoices
Set the logo, colors, and customer-facing contact details that appear on a company's invoice PDFs, payment pages, client portal, and invoice emails.
Configuring Tally settings
Turn Tally AI on for the firm's books or a managed company, manage the firm-wide pause, review authority, and understand usage.