Tally Assistant
AI bookkeeping for freelancers: import any bank CSV, scan receipts, generate invoices, and automate payment reminders.
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Freelancers who hate reformatting bank exports will find Tally Assistant's format-agnostic CSV parsing genuinely useful, and the $12/month Pro tier is priced fairly for what it covers. The tool is thin on integrations compared to Wave or QuickBooks and has no direct bank connection, which means manual CSV downloads are still part of the workflow. If you need double-entry accounting, payroll, or tax filing support, look elsewhere.
What is Tally Assistant?
Tally Assistant helps freelancers and solopreneurs run bookkeeping without a full accounting stack. Connect your workflow by importing bank CSVs from any bank, scanning receipts into categorized expenses, creating professional invoices with AI assistance, and chasing unpaid invoices with automatic payment reminders. Built for independents who need clarity on cash flow-not enterprise ERP complexity. Free plan includes 100 transactions/month and 5 clients; Pro is $12/month with a 14-day free trial. Not affiliated with Tally Solutions or TallyPrime.
How we scored Tally Assistant
Capability scores 17 because the core CSV parsing and AI invoicing features are genuinely useful for the target user, but the absence of direct bank connectivity, double-entry accounting, payroll, and tax support means the tool cannot grow with a freelancer's business, and no third-party benchmarks exist to validate the AI quality claims. Ease of use scores 20 because the onboarding is frictionless (no credit card for Free, 14-day trial for Pro), the feature set is focused rather than overwhelming, and the one-sentence invoice generation lowers the skill floor considerably. Value scores 20 because $12/month for unlimited transactions, 30-currency support, receipt scanning, time tracking, and PowerPoint export is a fair price for a solo freelancer, and the Free plan at 100 transactions/month is a real usable tier rather than a token offering. Delivery scores 11 because the tool is new with no substantial independent user reviews found, the 200+ bank format claim is unverified by any third party, and the lack of any social presence or community signal makes it hard to assess whether the product delivers consistently at scale.
Pros and cons
What we liked
- Format-agnostic CSV import handles 200+ bank layouts without manual reformatting, a concrete advantage over tools that accept only specific export templates.
- Pro at $12/month includes unlimited transactions, 30-currency support with daily rates, AI invoicing, receipt scanning in 50+ languages, and PowerPoint export, making it one of the more complete solo-freelancer packages at this price point.
- Automated payment reminders with escalating tone over 21 days address a real freelancer pain point without requiring a separate tool or manual follow-up.
Where it falls short
- No direct bank connection: users must manually download and upload CSV files from their bank or payment platform every time they want updated transactions, which defeats some of the automation promise.
- The Free plan caps at 100 transactions/month and 5 clients, and locks out AI invoice generation, receipt scanning, and payment reminders entirely, so the tool's most useful features require a paid upgrade from day one.
- No double-entry accounting, payroll, or tax filing support means the tool has a hard ceiling: a freelancer whose business grows to include employees or complex tax obligations will need to migrate to a different platform entirely.
Key features
Tally Assistant pricing
Free plan at $0/month covers 100 transactions/month, 5 clients, basic invoicing, dashboard, and CSV export, plus 20 AI Finance Chat questions/month. Pro is $12/month (or less with annual billing, which saves 20%) and includes unlimited transactions, unlimited clients, AI invoice generation, receipt scanning in 50+ languages, automated payment reminders, multi-currency support across 30 currencies, time tracking, PowerPoint report export, and expense auto-categorization. A 14-day free trial is available for Pro with no credit card required to start the Free plan.
| Plan | Price | Who it is for |
|---|---|---|
| Free | $0 | 100 transactions/month, 5 clients, CSV import from any bank, basic manual invoicing, dashboard overview, CSV export, and 20 AI Finance Chat questions/month. AI invoice generation, receipt scanning, payment reminders, multi-currency reporting, time tracking, and PowerPoint export are not included. |
| Pro | $12/month | Unlimited transactions, unlimited clients, everything in Free plus: AI invoice generation, AI receipt scanning (50+ languages), automated payment reminders with escalating tone, multi-currency support (30 currencies, daily rates), time tracking with one-click invoicing, unlimited CSV and PDF bank statement import, AI Finance Chat (unlimited), PowerPoint report export, expense auto-categorization, and client auto-creation from transactions. Includes a 14-day free trial. Annual billing saves 20%. |
Pricing reflects what we saw at time of review (2026-10). Always confirm current pricing on the tool's own site.
Who should use Tally Assistant?
A freelance designer, developer, or consultant billing 10 to 80 clients a month in multiple currencies will get the most out of Tally Assistant. The CSV import handles the messy reality of downloading statements from Stripe, PayPal, Wise, or a local bank without needing to clean the file first. The automated payment reminder sequence is particularly useful for anyone who finds chasing invoices awkward: the tool sends escalating messages so you do not have to.
The Free plan works for someone just starting out with fewer than 100 transactions and 5 or fewer active clients. Anyone running a small agency with multiple team members, needing payroll, or wanting direct bank sync rather than manual CSV downloads should look elsewhere. ClearCRM, which is already in this directory, is a better fit if your primary need is managing client relationships rather than bookkeeping. For broader business automation that goes beyond financial tracking, Leadping covers the client communication side that Tally Assistant does not touch.
Skip it if: Teams, businesses needing payroll or tax filing, or anyone wanting direct bank sync
Frequently asked questions
Does Tally Assistant connect directly to my bank account?+
No. The tool works by importing CSV files you download from your bank or payment platform. There is no direct bank feed or open banking connection, so you need to manually export and upload statements each time.
What does the Free plan actually include?+
The Free plan covers 100 transactions/month, 5 clients, CSV import, basic manual invoicing, a dashboard, CSV export, and 20 AI Finance Chat questions per month. AI invoice generation, receipt scanning, payment reminders, and multi-currency reporting all require the Pro plan.
How much does Pro cost and is there a trial?+
Pro is $12/month on a monthly basis, or less with annual billing (which saves 20%). A 14-day free trial is available before the first charge. No credit card is required to start the Free plan.
Is this the same as Tally Solutions or TallyPrime?+
No. Tally Assistant is a separate, unaffiliated product built for freelancers. Tally Solutions and TallyPrime are enterprise accounting products, primarily used in India, with no connection to this tool.
What currencies and languages does the tool support?+
Pro supports 30 currencies with daily exchange rates for multi-currency reporting. Receipt scanning works across 50+ languages. The Free plan does not include multi-currency reporting.
Can I cancel or downgrade my Pro subscription at any time?+
Yes. The pricing page states you can upgrade or downgrade at any time, with downgrades taking effect at the start of the next billing cycle. There are no long-term contracts.
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