Built for the self-employed

Banks track the what. The why is on you.

By April, the why is gone. Text it the moment you spend, so the deductions you earned still hold up at tax time.

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Freelancers · Contractors · Sole proprietors · Single-member LLCs

Recordkeeping, not tax advice. Reply STOP to opt out.

TTallyjust now

The missing piece

Remember why you bought these, three months ago?

Your bank keeps a perfect record of the what. The why is on you, and by April, it’s gone.

Blue Bottle
123 Market St
Coffee$11.20
why?
Shell
123 Market St
Gas$54.10
why?
Sweetgreen
123 Market St
Lunch$92.40
why?

Your bank remembers

  • The date
  • The merchant
  • The amount

It forgets the part that counts

  • The client you met
  • The job site you drove to
  • The deal you closed

Tally captures the why the moment it happens, and cites the tax code behind it.

More than an expense tracker

Tax time, organized by text.

No app to download, no spreadsheet, no shoebox. Text Tally as you spend, and walk into April already sorted.

1

Text it the second you spend

Snap the receipt or fire off a note from the same Messages app you already use all day. Two seconds and it’s captured.

2

Tally captures the why

Each expense is filed under the right tax code, and a receipt is requested only when the IRS actually requires one. That locks in the context your bank never sees while it’s fresh: the difference between a deduction that holds up and one that gets disallowed.

3

Walk into tax time ready

Every expense documented the IRS way. Export a clean CSV, a QuickBooks-ready file, or email the whole year to your accountant, all in one tap.

Why Tally

The why has a short shelf life.

Capture it in the moment and it’s solid. Reconstruct it in April and it’s a guess, the kind that gets a deduction tossed.

The old way

Purchase
Wait 3 months
Guess

With Tally

Purchase
Text the why
Documented & IRS-cited

The payoff

Tax season, two ways.

Without Tally

  • A shoebox of receipts
  • A blank spreadsheet
  • Guessing what each charge was for
  • Hoping it holds up

With Tally

  • Every expense already logged
  • The why captured in the moment
  • Filed under the right IRC section
  • Documentation complete

Less than a client lunch a month.

One plan, everything included. Keep capturing the why behind every expense, and walk into tax time already sorted.

21-day free trial · no card

$9.99/mo

$119.88 billed yearly

Get started

No commitment, cancel anytime

  • Unlimited capture by text
  • Follows the real IRS rules and shows the code behind each
  • Receipt reminders & tax-deadline alerts
  • Dashboard, CSV & QuickBooks export
  • Email your accountant in one tap

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Why we built it

The hard part was never saving the receipt. It was remembering why you spent the money.

The problem Tally is built to solve.

Frequently Asked Questions

Do I need to connect my bank?

No. Tally works entirely by text, so you send expenses as they happen. No bank linking, no logins to hand over.

Does Tally replace QuickBooks?

No, it feeds it. Tally captures the why and exports a clean CSV or QuickBooks-ready file. Keep your books and your accountant; Tally fills the context gap.

What if I lose a receipt?

For most expenses you don’t need the paper at all; your text is the record. Tally only asks for a receipt when the IRS actually requires one (for example, a meal of $75 or more).

How does categorization work?

Tally reads each expense, suggests the right category, and cites the IRC section behind it. You always have the final say.

Is my data secure?

Yes. Receipts live in private storage behind signed URLs, and we never sell your data. See our Privacy Policy for details.

Is this tax advice?

No. Tally is recordkeeping, not advice. For your specific situation, consult a licensed tax professional.