Problem
Managing invoices across dozens of clients with different billing arrangements
Solution
AI generates invoices from project descriptions. Each client gets their own history, payment terms, and currency settings. Bulk invoice creation saves hours.
Problem
Tracking expenses across projects and clients to understand profitability
Solution
Link expenses to specific clients and projects. AI categorizes everything automatically. See at a glance which clients are most profitable.
Managing retainers, project fees, and ad spend for 20+ clients. AI categorizes expenses per client, generates invoices from project descriptions, and tracks which clients are overdue — all in one dashboard.
Mix of fixed-price projects, hourly work, and licensing fees. Track time per team member, generate invoices from timesheets, and handle international client payments in multiple currencies.
Currently, Tally Assistant is optimized for solo operators and small teams where one person manages finances. Multi-user access with role-based permissions is on the roadmap.
Yes. Link income and expenses to each client and view net revenue per client on the dashboard. This helps you identify which relationships are most (and least) profitable.