It is an AI-powered solution designed to automate repetitive tasks in accounting, tax, and audit workflows, functioning as an extension of your team. Tally agents operate autonomously within existing systems, eliminating the need for new software or engineering support. They handle tasks such as financial statement reviews, AP reconciliation, unstructured document reviews, trial balance adjustments, and preparing tie-outs to Excel workpapers. Tally integrates seamlessly with tools like Microsoft Teams and other internal software, allowing users to delegate work directly from their preferred platforms. The AI agents execute tasks, prepare deliverables, and provide tie-outs along with suggested remediation steps. Tally responds to natural language requests in real time, learns from feedback, and ensures quality through oversight and controls. It is backed by Y Combinator and is designed to help accounting firms improve efficiency, scale faster, and deliver greater accuracy without compromising quality. Tally does not require root or operating system access and keeps client data secure by avoiding the use of large language models (LLMs). Firms can join a waitlist to onboard Tally on a case-by-case basis.
Tally
It is an AI-powered solution designed to automate repetitive tasks in accounting, tax, and audit workflows, functioning as an extension of your team.
AI Agent Categories: Automation,Business,Finance
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