Tallie AI

Notes from the inside.

Field notes on finance, delivery, CRM, meetings, email, tasks, and time for project-led service businesses building a clearer operating rhythm with AI.

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Architecture
7 min read

CubeSandbox Lands — the Other Half of Customer-Controlled AI

Two weeks ago, the open-source agent stack was missing a credible in-your-environment sandbox. With Tencent's CubeSandbox release, the gap is closed — and customer-controlled finance AI just became a much shorter procurement conversation.

Archie Norman · 22 Apr 2026Read
Implementation
14 min read

Agentic Finance Workflows on SunSystems: A Forward-Deployed Pattern

SunSystems is exactly the kind of system where agentic finance workflows pay off — a stable, structured ledger sitting underneath brittle, swivel-chair processes. Here is the pattern we use to layer agents on top of it without breaking anything.

Archie Norman · 21 Apr 2026Read
Implementation
24 min read

Agentic Finance Workflows on Xero: A CFO and Project-Lead Pattern

Xero is the cloud ledger most growth-stage CFOs and project-led businesses actually run on. The pattern we use to layer agents on top — for cash, runway, and margin answers in minutes, and live budget variance across a portfolio of projects — without ever owning the keys.

Archie Norman · 21 Apr 2026Read
Architecture
6 min read

Kimi K2.6 Lands — and Why Open-Weights Frontier Models Change the Finance AI Calculus

An open-weights model that is competitive with the closed frontier on agentic coding is exactly the event LLM-agnostic, customer-controlled architectures were designed for. Here is what it means for finance buyers — and the honest caveats that come with it.

Archie Norman · 21 Apr 2026Read
Architecture
9 min read

Letting an LLM Write SQL Against Your Warehouse — Safely

If your agent can read the warehouse, the right question is not 'can it answer the question?' but 'what is the worst query it could run, and what stops it?' A practical model for thinking about LLM-generated SQL in finance environments.

Archie Norman · 25 Nov 2025Read
Strategy
4 min read

What 'Customer-Controlled AI' Actually Means for Finance

Most AI tools ask finance leaders to give up the data, the model, and the deployment posture in one go. There is another way.

Archie Norman · 23 Nov 2025Read
Implementation
6 min read

Skills, Not Prompts: How Forward-Deployed Engineers Codify Finance Processes

A skill is a versioned, reviewable definition of how your team runs a recurring finance process — authored with you, not handed to you in a docs link.

Archie Norman · 22 Nov 2025Read
Deployment
6 min read

On-Prem AI for Finance: A Practical Path for Regulated Teams

VPC and on-prem are not exotic any more. Here is what a phased deployment actually looks like for a finance function with real residency, regulator, and audit constraints.

Archie Norman · 21 Nov 2025Read
Architecture
5 min read

LLM-Agnostic by Design: Why Finance AI Shouldn't Be Locked to One Vendor

Routing per task — not per platform — is how you keep the cost curve, the capability curve, and the procurement story under your control.

Archie Norman · 20 Nov 2025Read
Operational Intelligence
3 min read

Why Your Operational Reporting Is Lying to You

Ledger reality, pipeline reality, and ops reality each live in their own silo. The disconnect between them is what breaks your reporting — across finance, sales, and operations.

Archie Norman · 18 Nov 2025Read
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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.

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