Sorted by AI

Bookkeeping that sorts itself

TallyPip suggests a category for every transaction from your rules, your past choices and what it knows about common businesses. When it isn't sure, TallyPip AI takes a look. You check and post.

$9.99/mo · 60-day free trial · No credit card to start

Banking · For reviewBusiness Checking

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4 ready to postPost all

  • A suggestion for everything

    With the reason shown, so you know why.

  • Learns from you

    Change a category once and the next one from that payee is already right.

  • Post many at once

    The ones TallyPip is sure about go in with one click.

How it works

Simple from start to finish

  1. 1

    New transactions arrive with a suggested category.

  2. 2

    Check it, and change anything that's wrong.

  3. 3

    Post them, one by one or all the sure ones at once.

  4. 4

    Next time, TallyPip remembers.

Read the step-by-step guide

Also included

Questions

Does the AI post things on its own?

No. An AI suggestion is never posted by itself. You always check it.

What does the AI see?

Only the bank's description, the amount and your category names. Never your business name or your other records.

Can I fix a mistake?

Yes. Undo takes a posted transaction back out of your books so you can sort it again.

More of what TallyPip does

One plan, $9.99/mo

Invoicing, banking, reports and your whole team. No tiers to decode. 60 days free, no credit card to start.

Start free trial