Financial records and review
Expense and income drafts, source documents, categories, corrections and review history.
Roadmap
Building the financial workspace ahead.
A view of what is available, what comes next, and the longer-term direction for Tally.
Updated September 5, 2026 · Priorities may evolve; no delivery dates are promised.
Available
Capabilities in the early-access product. Access varies by workspace.
Reporting and conversation
Recorded financial summaries, questions about your records, and supported Canadian GST/HST estimates.
Building next
The next product priorities, rather than available services.
Connected financial data
More reliable ways to bring financial evidence and activity into Tally.
Deeper Books workflows
Bank matching, reconciliation and stronger period-review workflows.
Exploring
Longer-term directions that depend on product development and partner arrangements.
Tally Payments
Customer invoicing and payment collection.
Tally Spend
Business cards and spending controls.
Tally Money
Financial accounts, transfers and related services through partners.
Tally Credit
Potential financing services through lending partners.