Workflows
Financial work, from source to next step.
Explore how Tally prepares expenses, organizes income, and helps explain your records.
Sample animation: Tally reads a Harbour Office Supply receipt, extracts four line items (toner $89.99, paper $24.99, desk organizer $18.50, and pens and notebooks $16.52), a $150.00 subtotal and $19.50 HST for a $169.50 CAD total, and suggests Office stationery and supplies. The draft is ready for your review; nothing is approved automatically.
Animated demo · Sample records
Bring
A receipt for a completed purchase.
Tally prepares
Merchant, line items, tax and a suggested category in an expense draft.
You review
Check the extracted details and category before posting.
Bring
An invoice received from a supplier.
Tally prepares
Supplier charges and tax prepared as an expense draft.
You review
Check the source and expense treatment. This does not establish payment status.
Bring
A statement showing earnings, tax, deductions and a deposit.
Tally prepares
An income draft with the supplied payout figures kept distinct.
You review
Resolve unexplained differences before posting. No bank match is implied.
Bring
A question about your recorded financial activity.
Tally prepares
An explanation with the relevant records and figures.
You review
Inspect the supporting evidence and any unresolved details.