Tallie connects finance, delivery, CRM, meetings, email, tasks, and time into one assistant-led workspace for project-led service businesses. Know what changed, what needs attention, and what happens next without chasing five systems.
Reads your existing data systems in place — no central AI lake
Early access is not a blank platform hand-off. Connect the systems your team already uses, choose a few painful operating workflows, and let Tallie become the assistant layer around them.
Step 1
Start with the systems that create the most operational drag: meetings, email, CRM, project delivery, documents, time, budgets, and invoices.
Step 2
Pick the use cases that matter now: project summaries, follow-up queues, invoice readiness, pipeline movement, delivery risk, weekly operating briefs.
Step 3
Tallie summarizes, triages, drafts, flags, and prepares the next action using the same source of truth across the business.
Step 4
Keep customer-facing and financial actions human-approved, then expand into more workflows as the team learns where Tallie saves the most time.
Ready to shape early access?
Meetings, email, CRM, delivery, time, budgets, invoices, and tasks come together in one workspace.
Summaries, follow-ups, triage, project risk, invoice readiness, and operating briefs without manual status chasing.
Connect delivery status, time, budget, CRM, and finance signals before margin leakage appears at month end.
Join early access for a product-led operating layer, with guided setup around the workflows that matter first.
Designed for CFOs, COOs, and service-business leaders who need a clearer operating rhythm
Meetings become next actions.
Meeting bot outputs are not just transcripts. Tallie turns them into tasks, follow-ups, summaries, and operating context for the people who need to act.
Email stops being a queue.
Triage customer requests, delivery updates, finance asks, and internal reminders into work your team can see and manage.
Projects show their real state.
Delivery status, client communication, documents, budget, time, and commercial context sit together instead of living in separate tools.
CRM connects to delivery.
Opportunities, accounts, proposals, follow-ups, and project handoffs stay connected so pipeline promises do not get lost after the deal closes.
Finance sees the work behind it.
Budgets, quotes, invoices, expenses, and P&L become easier to trust when the assistant can trace them back to delivery and customer activity.
Time becomes a signal.
Calendar activity, timesheets, project budgets, and workload patterns help Tallie flag drift before it shows up as a margin surprise.
Tallie brings finance, delivery, CRM, meetings, email, tasks, and time into a single source of operating truth. The assistant spots what changed, prepares the next action, and keeps humans in control.
Bring together meetings, email, CRM, project delivery, time, documents, budgets, invoices, and tasks so the business runs from one shared context.
Ask for summaries, follow-ups, blockers, project risk, invoice readiness, pipeline movement, or the next actions hiding in meeting notes and email.
See delivery status next to budget, time, documents, client communication, and commercial context before small issues become margin problems.
Connect opportunities, accounts, contacts, proposals, reminders, and client history so stalled deals and loose handoffs do not disappear.
Budgets, quotes, invoices, expenses, bookkeeping, cash, and P&L make more sense when they sit beside the delivery work and customer activity that created them.
Turn meeting bot outputs and inbox activity into tasks, summaries, reminders, and follow-up queues the team can actually trust.
Use time entries, calendars, and delivery plans to spot capacity strain, utilization gaps, and work that is drifting away from budget.
Tallie can draft, recommend, prepare, and flag. Actions that affect customers, invoices, CRM, or delivery stay reviewable and human-approved.
Early access is product-led and practical: start with the operating workflows that cause the most daily drag, then expand from there.
How Tallie fits alongside existing tools, which workflows to start with, and how the assistant helps without taking control away from the team.
Tallie is opening early access for project-led service businesses that want one assistant-led place for finance, delivery, CRM, meetings, email, tasks, and time. Start with the workflows that slow the team down, then expand as the operating picture gets clearer.