AI
AI transaction categorization
Upload a CSV. Within seconds, transactions are categorized with confidence scores. Review only the uncertain ones.
AI-native bookkeeping
TallyX categorizes transactions with AI, generates double-entry journal entries, and produces audit-ready financial statements. Your accountant reviews the work — they don't do the work.
February 2026
Categorize 231 transactions
The problem
Sold by the seat.
QuickBooks chases mid-market accounting firms. Pricing scales with headcount, not value.
Priced for enterprises.
Xero is positioned for international SMBs but priced for the firms that don't need it.
Built for someone else.
FreshBooks chases freelancers. Sage chases manufacturers. Real SMB books fall through the gap.
How it works
Upload a CSV. Within seconds, every transaction gets a category and a confidence score.
Review only what's uncertain. Bulk-approve the rest. Audit trail recorded automatically.
Profit & loss, balance sheet, trial balance — generated from the ledger, ready for the auditor.
From the founder
I started TallyX after watching small-business accountants stitch together QuickBooks exports and Excel formulas every month. The work was the same one a 2026 LLM can do faster, more consistently, and with a full audit trail. So we rebuilt the bookkeeping platform around that.
Bring TallyX to your next monthly close.
Start your trialFeatures
A complete bookkeeping platform — not a feature dropped on top of one.
AI
Upload a CSV. Within seconds, transactions are categorized with confidence scores. Review only the uncertain ones.
Every categorized transaction generates a balanced journal entry. Debits always equal credits — guaranteed by the system.
Profit & loss, balance sheet, trial balance — generated from the ledger, not assembled from spreadsheets.
AI
Every workflow exposed as an MCP tool. Claude or another agent can run the close end-to-end with you supervising.
Match transactions to journal entries automatically. Catch duplicates and missing entries before they reach the financials.
Every mutation is logged with who, when, what changed. Your auditor will not need to ask twice.
FAQ
Bring TallyX to your next monthly close. Onboarding takes under an hour.