Tally

Agent Details

Tally provides AI agents designed for accounting firms to automate repetitive tasks across accounting, tax, and audit functions, integrating directly into existing systems. Tally agents can assist with tasks from AP reconciliation to financial statement review, streamlining workflows and operating as a collaborative extension of your team.

Key Features

• Autonomous operation within existing systems
• Support for AP reconciliation, financial statement review, and document review
• Delegation via Teams or the Tally portal
• Real-time response to natural language requests
• Learning from feedback and continuous improvement

Use Cases

• Financial statement review
• Tie-outs to supporting workpapers
• AP Reconciliation
• Unstructured document review
• Trial balance adjustments