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For client-service businesses

Run the money side of your work without the admin spiral.

Tally keeps invoices, tracked hours, retainers, client details, and payment follow-ups in one calm workspace, so every job has a clear paper trail from kickoff to paid.

Good morning, Alex
Here's your business at a glance
New invoice
Revenue
$24,580
Outstanding
$3,240
Tracked
142h
Revenue overview
Last 7 months
Rivera Studio
#INV-0231
Paid $1,980
Northwind Ltd
#INV-0230
Paid $640
Acme Capital
#INV-0229
Due $3,200

Trusted by studios, consultants, and independent teams

Luminous Radius Calescence Wildcrafted Epicurious Foresight Shutterframe Refractional Mastermail Nietzsche
Luminous Radius Calescence Wildcrafted Epicurious Foresight Shutterframe Refractional Mastermail Nietzsche

The paperwork gets lighter when every job has a ledger

Why teams switch

Tally gives every client, invoice, and hour a place to live. Teams spend less time hunting for payment status and more time finishing the work clients hired them for.

$2.4B+
Tracked billings
10K+
Workspaces
98%
Paid on schedule
4.9
Average score
Use cases

Pieces that keep client work billable

Set up the repeatable parts once, then let Tally carry the client, time, invoice, and payment details forward.

Drafts 5
INV-32
Add retainer balance
Billing
INV-40
Polish receipt copy
Portal
In Review 3
INV-17
Review May invoice
High
INV-28
Update payment page

Client billing templates

Save common services, taxes, terms, and notes so every invoice starts from the right structure.

Learn more
PAY

Payment connectors

Attach Stripe, PayPal, card links, or bank instructions to the invoice your client already has open.

Learn more
Trigger
Start when an invoice gets close to its due date
Condition
Check payment status, client terms, and invoice amount
Action
Send the right reminder or update the client record

Follow-up rules

Trigger reminders, status changes, and receipts around due dates without rewriting the same email.

Learn more
INVOICE
#INV-2841
A
From
Alex Kim Design Studio
alex@example.com
Bill to
Natali Craig
natali@example.com
Description Hours Amount
Strategy sprint 24h $1,800
Design system audit 6h $450
Retainer support 2h $150
Total $2,400.00
Paid Payment received today

Everything client work needs after the kickoff call

Create clean invoices from saved services, billable time, tax rules, deposits, and retainers without rebuilding the same document every week.

Capture billable hours as they happen, review what is ready to bill, and roll approved time into invoices without spreadsheet cleanup.

Give each client a simple place for invoices, estimates, approvals, and receipts, so questions do not scatter across email threads.

Send payment links, reminders, and status updates automatically while you keep the relationship human.

Benefits

A calmer way to run client money

Tally removes the small bits of billing friction that quietly drain time from studios, consultants, and independent teams.

One billing home

Bring invoices, clients, projects, and payment status into one workspace your team can scan quickly.

Fewer status checks

Know what is draft, sent, viewed, paid, or overdue without asking around or digging through email.

Cleaner handoffs

Move from proposal to time tracking to final invoice without losing context between tools.

Reusable billing rules

Save services, rates, taxes, and payment terms so routine invoices stay consistent.

Client-friendly pages

Give clients one simple place to approve, pay, and find receipts when they need them.

Protected records

Keep financial data, client notes, and account access guarded with practical controls.

From blank workspace to paid invoice

Set your billing rules

Add your services, tax details, payment terms, and the little notes you usually copy from old invoices.

Sign up
Email
you@example.com
Create account

Bring in clients and work

Create client profiles, attach projects, and start logging time or fixed-fee work against the right account.

Clients + Add
A Acme Kapital
R Rivera Studio
N Northwind Ltd

Send, track, follow up

Share the invoice, see when it is viewed, and let reminders handle the gentle nudges while you keep the client relationship human.

Invoice
#INV-0001
Draft
Design work $1,200
Consulting $600
Send invoice

Every client account, finally easy to read

See open invoices, logged hours, upcoming retainers, and payment status without opening five different tools.

May Cycle
+ New Invoice
Send May invoices & retainer receipts
Drafts 5
INV-32Billing
Add retainer balance to May invoice
JL
INV-40Portal
Polish client portal receipt copy
MR
INV-45Follow-up
Fix overdue reminder timezone
RT
In Sent 3
INV-17High
Add retainer balance to May invoice
Due todaySM
INV-28Portal
Update client portal payment page
Sent 2
INV-19
Review Northline invoice draft
Waiting for approval

Client workspaces

Give each client a place for invoices, projects, notes, terms, and the latest account status.

Billing connections

Bring payment links, accounting exports, and calendar context into the place where invoices are prepared.

Payment nudges

Let Tally handle polite follow-ups, receipts, and status changes around the dates that matter.

Integrations

Connect the tools around your billing

Keep payments, calendar context, accounting exports, and client records in sync with the systems you already trust.

See all integrations

Built for people who bill for their brain, hands, and time

"I finally stopped stitching invoices together from notes, timers, and old PDFs. Tally makes the money side feel like part of the project, not a separate chore."

NV
Nina Valdez
Independent brand designer

"Our retainers, project deposits, and one-off work now sit in the same view. The team knows what is billable before Friday afternoon panic sets in."

OH
Owen Harcourt
Partner, Northline Studio

"The reminders are polite, the client pages are clear, and I do not have to write the same payment email twice a month anymore."

PM
Priya Menon
Fractional ops consultant
IH Indie Hackers
4.9/5
Trustpilot
4.7/5
P Product Hunt
5/5

Plans that start small and grow with your client list

Free
$0 /forever
Get started
  • 3 invoices each month
  • Unlimited client profiles
  • Shareable invoice links
  • Payment status tracking
  • Personal billing page
Pro
Most popular
$108 /yearly
Create workspace
  • Everything in Free
  • Unlimited invoices
  • Saved service catalog
  • 0% extra fee on Stripe payments
  • Recurring retainers
  • Online payment links
Agency
$228 /yearly
Create workspace
  • Everything in Pro
  • Team seats and roles
  • Client portal
  • Proposals and signatures
  • Automatic follow-ups
  • Priority support

Before you move your billing over

Practical answers about setup, payments, data, and what happens if Tally is not a fit.

Create a workspace

Most teams can create a workspace, add a client, and send a polished invoice in the same sitting. Saved services and payment terms make the second one even faster.

Yes. Import clients from CSV or add them manually as you go. Each profile can hold invoices, projects, notes, and payment history.

Yes. You can bill fixed fees, deposits, recurring retainers, and tracked time from the same workspace, then keep every payment tied to the right client.

Invoices can include secure payment links for cards, Stripe, PayPal, or bank transfer instructions. Availability depends on your region and payment provider.

Start small, test the workflow, and cancel whenever you need to. If Tally is not the right fit, contact us within 14 days and we will make it right.

Billing notes worth keeping

Get practical updates on client work, invoicing, retainers, and payment follow-up.

Practical billing notes, at most once a week. Read the Privacy Policy.

Give every client job a clean path to paid.

Start with one invoice, then bring over the clients, retainers, and payment follow-ups that currently live in too many places.