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Your books,
working together.

Prepare invoices, track payments and understand your numbers. Ask TallyAI to help with the work.

TallyAI

Tell your accounting copilot what needs doing. Choose a task to see the request, the work and the result.

TallyAIInteractive example

What would you like to do?

Create a quotation
Prepare an invoice
Match bank transactions
Understand a sales change
See who still needs to pay
Find my top-selling items

Choose a task. Examples use sample data.

Sales and purchases

Get quotations, invoices and supplier bills ready. Keep customer payments and supplier balances with the records behind them.

Product screenshot
Tallykaki invoice Items section: Design work, quantity 2, unit price RM150, tax RM0 and total RM300
Invoice description: Design workQuantity 2 and unit price 150 in the prepared invoice
Invoice subtotal RM300, tax RM0 and total RM300

Subtotal, tax and total. Scroll sideways to inspect.

Three close-ups of the same invoice. Demo data. Two hours at RM150 totals RM300, with no tax. TallyAI prepared this invoice for review before saving.View larger screenshot
Documents and payments
  • Prepare quotations, sales orders and invoices. Record customer payments and check balances.
  • Manage purchase orders, goods received, supplier bills and payments.
  • Handle credit and debit notes, returns and statements.
Try preparing an invoice

Reports

Check income, balances and sales. Ask TallyAI to compare results and show the records behind the totals.

Product screenshot
Cropped Tallykaki Reports menu with financial statements, ledgers and aging reports
Reports menuView larger screenshot
Financial statements and sales summaries

Review financial statements, aging and sales summaries. Export the rows TallyAI shows to Excel.

See the top-selling items task

Stock and accounting

Keep track of stock movements and maintain the accounting records that bring your books together.

Stock and production
  • Track stock balances, movements and adjustments.
  • Manage items, units of measure and serial numbers.
  • Prepare bills of materials and production orders, with separate draft and processing steps.
Accounting and period-end work
  • Record journals and manage fixed assets, depreciation and year-end checks.
  • Work with multiple currencies and prepare SST-02.

Banking

Bring imported statement entries and recorded transactions together. Leave uncertain matches for your review.

  1. Import your statement

    Start on the bank screen with the statement you want to reconcile.

  2. Ask TallyAI to match entries

    Match clear entries to recorded transactions.

  3. Check what needs your attention

    Review uncertain matches and differences before finalizing.

Try the bank-matching task

Team access

TallyAI follows your company settings, account permissions and accounting checks.

Review and permissions

Ask to check a prepared invoice before saving, or request an action you are allowed to perform. The same accounting checks apply to TallyAI's work.

Explore Companion mode

A few practical
questions.

Can I check an invoice before saving?

Yes. Ask TallyAI to prepare it for review, then check the details and save when you are ready.

How does TallyAI help explain a change?

It compares your records, shows where results changed and suggests what to inspect next.

How does TallyAI use my permissions?

TallyAI works within your company's settings and your access. The same accounting checks apply to its work.

Put TallyAI to work
on your books.

Start free trial

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