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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
Logo Cloud

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
Features
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.

Stats

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
Image + Text
Sprint Board
Sprint 14
To Do 3

Design system tokens

Design

Auth flow update

Backend

Onboarding survey

Product
In Progress 2

Dashboard redesign

Frontend
KM

API rate limiting

Backend
SR
Done 4

User permissions

Security

Email templates

Design

Search indexing

Backend

Mobile nav fix

Bug fix
Billing flow

A clear trail from work to payment

See client work, approved hours, draft invoices, due dates, and paid status in one place. Tally keeps the money side connected to the work that created it.

  • Client profiles with projects, terms, and notes
  • Billable time grouped by invoice readiness
  • Payment links, receipts, and status changes
  • Shared account context for the whole team
Trust

Financial records handled with care

Client billing data deserves practical protection. Tally keeps account access, payment details, and invoice history guarded while staying easy for the right people to use.

  • Encrypted connections for account activity
  • Role-aware access for teams and contractors
  • Reliable backups for invoice history
  • Clear controls for client-facing pages
Security Overview
All systems secure
95 /100
Security Score
Excellent - above industry average
Encryption
A+
Auth
A+
Compliance
A
Recent Security Events
SSL certificate renewed 2m ago
Failed login attempt blocked 14m ago
Vulnerability scan completed 1h ago
Backup encryption verified 3h ago
SOC 2 GDPR HIPAA ISO 27001
Pricing

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
Testimonials

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
FAQ

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.

CTA

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.

Team

Meet the team behind Tally

Operators, designers, and builders focused on making client billing feel less scattered.

Jordan Park

Jordan Park

CEO & Co-founder

Former agency operator who spent years closing the gap between project work and payment.

Maya Chen

Maya Chen

CTO & Co-founder

Builds reliable product systems for invoices, payments, and client records.

Leo Andersen

Leo Andersen

Head of Design

Designs calm interfaces for busy teams that need fast answers.

Sofia Reyes

Sofia Reyes

Head of Customer

Helps studios, freelancers, and consultants turn messy billing habits into repeatable systems.

Newsletter

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.

Video
Watch

See the billing flow

A short walkthrough of how Tally moves from client setup to tracked work, invoice sharing, and payment follow-up.

Tally Product Tour
2:14
Timeline
Our journey

Milestones that shaped Tally

From a simple invoice tracker to a billing workspace trusted by client-service teams.

2021

The first ledger

Tally began as a small internal tool for tracking client work, invoices, and payment status without one more spreadsheet.

2022

Client workspaces

We added client profiles, reusable billing terms, and invoice history so every account had a clear financial record.

2023

Payments and retainers

Recurring billing, deposits, payment links, and status reminders made Tally useful for studios and consultants with ongoing work.

2024

Team billing

Roles, approvals, exports, and client portals helped growing teams keep billing consistent without slowing the work down.

Comparison
Compare plans

Find the right fit

A side-by-side view of the billing features available as your client list and team grow.

Features
Free
$0 Free forever
Get started
Pro
$108 / year
Create workspace
Agency
$228 / year
Talk to sales
Invoices per month
3
Unlimited
Unlimited
Client profiles
Unlimited
Unlimited
Unlimited
Team seats
1
1
Up to 10
Time tracking
Basic
Payment links
Saved service catalog
Recurring retainers
Client portal
Proposals and signatures
Automatic follow-ups
Accounting exports
Add-on
Priority support
Gallery

A closer look at Tally

A closer look at the screens and states that keep client billing easy to read.

Client account overview
Invoice builder with saved services
Time ledger ready to bill
Payment follow-up timeline
Client portal payment page
Billing security and access controls
Highlights

Built for the way client work gets paid

Explore the Tally capabilities that keep invoices, retainers, and payment conversations organized.

Tabs
Explore

Everything billing needs in one place

Move through the parts of Tally that connect client records, billable work, payment status, and support.

A clear view of every client account

See unpaid invoices, recent payments, logged hours, retainers, and client notes without switching tools. Tally gives teams the account context they need before they bill.

  • Client account dashboard with live billing status
  • Invoice, time, and payment summaries
  • Recent activity across each client relationship
app.example.com/overview
Overview view
App Download
Desktop app

Keep billing close while you work

Open Tally from your desktop to check client status, prepare invoices, review billable time, and follow up on payments without getting lost in browser tabs.

  • Quick access to unpaid invoices and client records
  • Time and billing status from one desktop view
  • Offline draft notes with background sync
  • Biometric authentication for extra security
9:41
Tally
Revenue
$48.2K
Users
2,847
Weekly
Dashboard redesign
API integration
Mobile nav fix
Map
Contact

Talk to Tally

Need help mapping your current billing setup into Tally? Send us a note and we will point you in the right direction.

San Francisco, CA
37.7749 N
122.4194 W
Map data placeholder
Address

100 Market St, Suite 400 San Francisco, CA 94105

Phone

+1 (555) 123-4567

Email

hello@example.com

Contact
Contact

Get in touch

Tell us how your client billing works today. We will help map invoices, retainers, reminders, and team access into a cleaner Tally setup.

Visit us

100 Market St, Suite 400 San Francisco, CA 94105

Office hours

Monday - Friday 9:00 AM - 6:00 PM PT

Documentation

Everything you need to know

Comprehensive guides, API references, and tutorials to help you get the most out of Tally.

Tally Docs
Docs / Getting Started / Introduction

Introduction

Tally is the all-in-one platform for modern product teams. This guide will walk you through the core concepts and help you get up and running in minutes.

Quick tip

If you're new to Tally, start with the Quick start guide. You'll have your first project running in under five minutes.

What is Tally?

Tally brings together project management, analytics, team collaboration, and deployment tooling into a single cohesive platform. Instead of managing a dozen disconnected services, your team operates from one source of truth.

Terminal
$ npm install @tally/sdk
$ tally init my-project
$ tally dev

Key features

  • Real-time analytics with custom dashboards
  • Automated workflow builder with visual editor
  • 200+ native integrations
  • Enterprise-grade security and compliance