The AI for enterprises that move, make, and buy
Tally powers your team to design, direct, and improve the agents that run your business. It adapts to how your operation already works, turning hard-won judgment into execution at scale.
1
Ingest
2
Contextualize
3
Monitor
4
Act
1
Ingest
2
3
4
1
Ingest
2
3
4
This is what billing looks like when context is complete.
This is what billing looks like when context is complete.
This is what billing looks like when context is complete.
BEFORE TALLY
Many systems and no tools. No shared context.
SHAREPOINT
Customer SOP Q4 2024
TMS
Drayage FastTrucking
WMS
DSV JFK
SHAREPOINT
Q1 2025 Rates
Shipment Tender ABC123
Bill of Lading ABC123
RE: Supplier Invoice
TENDER ABC123
Lufthansa Cargo
STATUS
DELIVERED
COST
$1,250
STORAGE
$150
TENDER ABC123
Ops TMS
STATUS
DELIVERED
RATE
$980
STORAGE
MISSING
TENDER ABC123
Customer Portal
STATUS
IN TRANSIT
RATE
$980
MISMATCH
STORAGE
DISPUTE
TENDER ABC123
Finance System
STATUS
PENDING INVOICE
RATE
BLOCKED
STORAGE
AWAITING DOCS
Shipment
ABC123
$
1,250
Invoice stalled
Waiting
Order
100 days ago
Delivered
Yesterday
WAITING ON OPS
Needs back-up docs to send invoice
POD
BOL
Packing List
EIR
AFTER TALLY
One connected picture. Always current.
PACKING LIST
RATE CARD
Shipment ABC123
COST
IN TRANSIT
CARRIER
Lufthansa Cargo
DRAYAGE
FastTrucking
ATTACHED
1
Rates
Tender
Bill of Lading
SOURCES
3 THREADS
RE: Delivery Date Change
3 THREADS
RE: Delivery Date Change
Shipment arrived and delivered to DSV facility
CONFIRMED
Lufthansa Cargo
$1,062.25
PENDING
Missing accessorial approval
Storage +$150
APPROVAL REQUIRED
Customs clearance
$200
Shipment
ABC123
$
1,250
Paid
Complete
Order
100 days ago
Delivered
Yesterday
AGENT TASK SUMMARY
Rate Confirmation
POD
EIR
BOL
Packing List
Invoice Sent
DAY OF DELIVERY
Invoice Paid
within 30 days
Data Problem
Network Problem
Revenue Problem
BEFORE TALLY
Many systems and no tools. No shared context.
SHAREPOINT
Customer SOP Q4 2024
TMS
Drayage FastTrucking
WMS
DSV JFK
SHAREPOINT
Q1 2025 Rates
Shipment Tender ABC123
Bill of Lading ABC123
RE: Supplier Invoice
TENDER ABC123
Lufthansa Cargo
STATUS
DELIVERED
COST
$1,250
STORAGE
$150
TENDER ABC123
Ops TMS
STATUS
DELIVERED
RATE
$980
STORAGE
MISSING
TENDER ABC123
Customer Portal
STATUS
IN TRANSIT
RATE
$980
MISMATCH
STORAGE
DISPUTE
TENDER ABC123
Finance System
STATUS
PENDING INVOICE
RATE
BLOCKED
STORAGE
AWAITING DOCS
Shipment
ABC123
$
1,250
Invoice stalled
Waiting
Order
100 days ago
Delivered
Yesterday
WAITING ON OPS
Needs back-up docs to send invoice
POD
BOL
Packing List
EIR
AFTER TALLY
One connected picture. Always current.
PACKING LIST
RATE CARD
Shipment ABC123
COST
IN TRANSIT
CARRIER
Lufthansa Cargo
DRAYAGE
FastTrucking
ATTACHED
1
Rates
Tender
Bill of Lading
SOURCES
3 THREADS
RE: Delivery Date Change
3 THREADS
RE: Delivery Date Change
Shipment arrived and delivered to DSV facility
CONFIRMED
Lufthansa Cargo
$1,062.25
PENDING
Missing accessorial approval
Storage +$150
APPROVAL REQUIRED
Customs clearance
$200
Shipment
ABC123
$
1,250
Paid
Complete
Order
100 days ago
Delivered
Yesterday
AGENT TASK SUMMARY
Rate Confirmation
POD
EIR
BOL
Packing List
Invoice Sent
DAY OF DELIVERY
Invoice Paid
within 30 days
Data Problem
Every signal. Every system. One brain
Every signal. Every system. One brain
Every signal. Every system. One brain
01
Data extraction, fully automated
Tally ingests and extracts unstructured data so your team doesn't have to: emails, PDFs, portals, and other systems of record.
01
Data extraction, fully automated
Tally ingests and extracts unstructured data so your team doesn't have to: emails, PDFs, portals, and other systems of record.
01
Data extraction, fully automated
Tally ingests and extracts unstructured data so your team doesn't have to: emails, PDFs, portals, and other systems of record.
Delivery Attempt
Order #TL-88423
Layover
Billable charge
Mike D.
Arrowhead Dispatch
Today, 6:47am
Driver showed up at the Naperville DC at 2:20 but the dock was backed up and couldn't take the load. He waited two hours and had to release.
Adding $300 for layover — we'll get it delivered first thing in the morning. Please confirm.
Tally agent
INGESTING
Delivery Attempt
Order #TL-88423
Layover
Billable charge
1
$300 layover added to invoice ledger
Validated against Arrowhead contract terms
Applied to Naperville account
2
Watching for customer confirmation
Shipment held in draft until written approval received
Tally agent
Running Playbook
Tasklist
Rate Confirmation
PDF RECIEVEd
Packing List
Requesting packing list
Proof of Delivery
Next Up
Tally agent
working on tasks
LSP Vendor Portal
Vendor ID
AMZN-LSP-00284
Invoice #
INV-2024-08841
Invoice Date
Apr 26, 2026
Due Date
May 26, 2026
Attachment
EDI
INV-2024-08841_AMZN.edi
Submit to Amazon AP
Tally agent
SUBMITTING INVOICE
Invoice #08839
SHORT PAY
$6,700
/ $6,862
$162.00 outstanding
Matched to
Delta Manufacturing
Reminder 1
Apr 10
SENT
Reminder 2
Apr 19
SENT
Due Date
Apr 26, 2026
Tally agent
flagging short pay
Delivery Attempt
Order #TL-88423
Layover
Billable charge
Mike D.
Arrowhead Dispatch
Today, 6:47am
Driver showed up at the Naperville DC at 2:20 but the dock was backed up and couldn't take the load. He waited two hours and had to release.
Adding $300 for layover — we'll get it delivered first thing in the morning. Please confirm.
Tally agent
INGESTING
Delivery Attempt
Order #TL-88423
Layover
Billable charge
1
$300 layover added to invoice ledger
Validated against Arrowhead contract terms
Applied to Naperville account
2
Watching for customer confirmation
Shipment held in draft until written approval received
Tally agent
Running Playbook
Tasklist
Rate Confirmation
PDF RECIEVEd
Packing List
Requesting packing list
Proof of Delivery
Next Up
Tally agent
working on tasks
LSP Vendor Portal
Vendor ID
AMZN-LSP-00284
Invoice #
INV-2024-08841
Invoice Date
Apr 26, 2026
Due Date
May 26, 2026
Attachment
EDI
INV-2024-08841_AMZN.edi
Submit to Amazon AP
Tally agent
SUBMITTING INVOICE
Invoice #08839
SHORT PAY
$6,700
/ $6,862
$162.00 outstanding
Matched to
Delta Manufacturing
Reminder 1
Apr 10
SENT
Reminder 2
Apr 19
SENT
Due Date
Apr 26, 2026
Tally agent
flagging short pay
02
Watches how you work. Handles what slows you down.
Tally observes your real operations and takes on the repetitive work, so your team can focus on the things that actually need their expertise.
02
Watches how you work. Handles what slows you down.
Tally observes your real operations and takes on the repetitive work, so your team can focus on the things that actually need their expertise.
02
Watches how you work. Handles what slows you down.
Tally observes your real operations and takes on the repetitive work, so your team can focus on the things that actually need their expertise.
Delivery Attempt
Order #TL-88423
Layover
Billable charge
Mike D.
Arrowhead Dispatch
Today, 6:47am
Driver showed up at the Naperville DC at 2:20 but the dock was backed up and couldn't take the load. He waited two hours and had to release.
Adding $300 for layover — we'll get it delivered first thing in the morning. Please confirm.
Tally agent
INGESTING
Delivery Attempt
Order #TL-88423
Layover
Billable charge
1
$300 layover added to invoice ledger
Validated against Arrowhead contract terms
Applied to Naperville account
2
Watching for customer confirmation
Shipment held in draft until written approval received
Tally agent
Running Playbook
Tasklist
Rate Confirmation
PDF RECIEVEd
Packing List
Requesting packing list
Proof of Delivery
Next Up
Tally agent
working on tasks
LSP Vendor Portal
Vendor ID
AMZN-LSP-00284
Invoice #
INV-2024-08841
Invoice Date
Apr 26, 2026
Due Date
May 26, 2026
Attachment
EDI
INV-2024-08841_AMZN.edi
Submit to Amazon AP
Tally agent
SUBMITTING INVOICE
Invoice #08839
SHORT PAY
$6,700
/ $6,862
$162.00 outstanding
Matched to
Delta Manufacturing
Reminder 1
Apr 10
SENT
Reminder 2
Apr 19
SENT
Due Date
Apr 26, 2026
Tally agent
flagging short pay
Delivery Attempt
Order #TL-88423
Layover
Billable charge
Mike D.
Arrowhead Dispatch
Today, 6:47am
Driver showed up at the Naperville DC at 2:20 but the dock was backed up and couldn't take the load. He waited two hours and had to release.
Adding $300 for layover — we'll get it delivered first thing in the morning. Please confirm.
Tally agent
INGESTING
Delivery Attempt
Order #TL-88423
Layover
Billable charge
1
$300 layover added to invoice ledger
Validated against Arrowhead contract terms
Applied to Naperville account
2
Watching for customer confirmation
Shipment held in draft until written approval received
Tally agent
Running Playbook
Tasklist
Rate Confirmation
PDF RECIEVEd
Packing List
Requesting packing list
Proof of Delivery
Next Up
Tally agent
working on tasks
LSP Vendor Portal
Vendor ID
AMZN-LSP-00284
Invoice #
INV-2024-08841
Invoice Date
Apr 26, 2026
Due Date
May 26, 2026
Attachment
EDI
INV-2024-08841_AMZN.edi
Submit to Amazon AP
Tally agent
SUBMITTING INVOICE
Invoice #08839
SHORT PAY
$6,700
/ $6,862
$162.00 outstanding
Matched to
Delta Manufacturing
Reminder 1
Apr 10
SENT
Reminder 2
Apr 19
SENT
Due Date
Apr 26, 2026
Tally agent
flagging short pay
03
Invoices that prove themselves
Every invoice ships with its own supporting documentation, so customers pay faster and disputes disappear before they start.
03
Invoices that prove themselves
Every invoice ships with its own supporting documentation, so customers pay faster and disputes disappear before they start.
03
Invoices that prove themselves
Every invoice ships with its own supporting documentation, so customers pay faster and disputes disappear before they start.
Delivery Attempt
Order #TL-88423
Layover
Billable charge
Mike D.
Arrowhead Dispatch
Today, 6:47am
Driver showed up at the Naperville DC at 2:20 but the dock was backed up and couldn't take the load. He waited two hours and had to release.
Adding $300 for layover — we'll get it delivered first thing in the morning. Please confirm.
Tally agent
INGESTING
Delivery Attempt
Order #TL-88423
Layover
Billable charge
1
$300 layover added to invoice ledger
Validated against Arrowhead contract terms
Applied to Naperville account
2
Watching for customer confirmation
Shipment held in draft until written approval received
Tally agent
Running Playbook
Tasklist
Rate Confirmation
PDF RECIEVEd
Packing List
Requesting packing list
Proof of Delivery
Next Up
Tally agent
working on tasks
LSP Vendor Portal
Vendor ID
AMZN-LSP-00284
Invoice #
INV-2024-08841
Invoice Date
Apr 26, 2026
Due Date
May 26, 2026
Attachment
EDI
INV-2024-08841_AMZN.edi
Submit to Amazon AP
Tally agent
SUBMITTING INVOICE
Invoice #08839
SHORT PAY
$6,700
/ $6,862
$162.00 outstanding
Matched to
Delta Manufacturing
Reminder 1
Apr 10
SENT
Reminder 2
Apr 19
SENT
Due Date
Apr 26, 2026
Tally agent
flagging short pay
Delivery Attempt
Order #TL-88423
Layover
Billable charge
Mike D.
Arrowhead Dispatch
Today, 6:47am
Driver showed up at the Naperville DC at 2:20 but the dock was backed up and couldn't take the load. He waited two hours and had to release.
Adding $300 for layover — we'll get it delivered first thing in the morning. Please confirm.
Tally agent
INGESTING
Delivery Attempt
Order #TL-88423
Layover
Billable charge
1
$300 layover added to invoice ledger
Validated against Arrowhead contract terms
Applied to Naperville account
2
Watching for customer confirmation
Shipment held in draft until written approval received
Tally agent
Running Playbook
Tasklist
Rate Confirmation
PDF RECIEVEd
Packing List
Requesting packing list
Proof of Delivery
Next Up
Tally agent
working on tasks
LSP Vendor Portal
Vendor ID
AMZN-LSP-00284
Invoice #
INV-2024-08841
Invoice Date
Apr 26, 2026
Due Date
May 26, 2026
Attachment
EDI
INV-2024-08841_AMZN.edi
Submit to Amazon AP
Tally agent
SUBMITTING INVOICE
Invoice #08839
SHORT PAY
$6,700
/ $6,862
$162.00 outstanding
Matched to
Delta Manufacturing
Reminder 1
Apr 10
SENT
Reminder 2
Apr 19
SENT
Due Date
Apr 26, 2026
Tally agent
flagging short pay
04
Delivered how your customers need it
Tally sends invoices in whatever format each customer requires (EDI, PDFs, AP portals, emails). No custom exports, no manual reformatting.
04
Delivered how your customers need it
Tally sends invoices in whatever format each customer requires (EDI, PDFs, AP portals, emails). No custom exports, no manual reformatting.
04
Delivered how your customers need it
Tally sends invoices in whatever format each customer requires (EDI, PDFs, AP portals, emails). No custom exports, no manual reformatting.
Delivery Attempt
Order #TL-88423
Layover
Billable charge
Mike D.
Arrowhead Dispatch
Today, 6:47am
Driver showed up at the Naperville DC at 2:20 but the dock was backed up and couldn't take the load. He waited two hours and had to release.
Adding $300 for layover — we'll get it delivered first thing in the morning. Please confirm.
Tally agent
INGESTING
Delivery Attempt
Order #TL-88423
Layover
Billable charge
1
$300 layover added to invoice ledger
Validated against Arrowhead contract terms
Applied to Naperville account
2
Watching for customer confirmation
Shipment held in draft until written approval received
Tally agent
Running Playbook
Tasklist
Rate Confirmation
PDF RECIEVEd
Packing List
Requesting packing list
Proof of Delivery
Next Up
Tally agent
working on tasks
LSP Vendor Portal
Vendor ID
AMZN-LSP-00284
Invoice #
INV-2024-08841
Invoice Date
Apr 26, 2026
Due Date
May 26, 2026
Attachment
EDI
INV-2024-08841_AMZN.edi
Submit to Amazon AP
Tally agent
SUBMITTING INVOICE
Invoice #08839
SHORT PAY
$6,700
/ $6,862
$162.00 outstanding
Matched to
Delta Manufacturing
Reminder 1
Apr 10
SENT
Reminder 2
Apr 19
SENT
Due Date
Apr 26, 2026
Tally agent
flagging short pay
Delivery Attempt
Order #TL-88423
Layover
Billable charge
Mike D.
Arrowhead Dispatch
Today, 6:47am
Driver showed up at the Naperville DC at 2:20 but the dock was backed up and couldn't take the load. He waited two hours and had to release.
Adding $300 for layover — we'll get it delivered first thing in the morning. Please confirm.
Tally agent
INGESTING
Delivery Attempt
Order #TL-88423
Layover
Billable charge
1
$300 layover added to invoice ledger
Validated against Arrowhead contract terms
Applied to Naperville account
2
Watching for customer confirmation
Shipment held in draft until written approval received
Tally agent
Running Playbook
Tasklist
Rate Confirmation
PDF RECIEVEd
Packing List
Requesting packing list
Proof of Delivery
Next Up
Tally agent
working on tasks
LSP Vendor Portal
Vendor ID
AMZN-LSP-00284
Invoice #
INV-2024-08841
Invoice Date
Apr 26, 2026
Due Date
May 26, 2026
Attachment
EDI
INV-2024-08841_AMZN.edi
Submit to Amazon AP
Tally agent
SUBMITTING INVOICE
Invoice #08839
SHORT PAY
$6,700
/ $6,862
$162.00 outstanding
Matched to
Delta Manufacturing
Reminder 1
Apr 10
SENT
Reminder 2
Apr 19
SENT
Due Date
Apr 26, 2026
Tally agent
flagging short pay
05
Collections, on autopilot
Let your AR team focus on exceptions, not data entry. Tally matches payments, flags short pays, and applies credits automatically.
05
Collections, on autopilot
Let your AR team focus on exceptions, not data entry. Tally matches payments, flags short pays, and applies credits automatically.
05
Collections, on autopilot
Let your AR team focus on exceptions, not data entry. Tally matches payments, flags short pays, and applies credits automatically.
Delivery Attempt
Order #TL-88423
Layover
Billable charge
Mike D.
Arrowhead Dispatch
Today, 6:47am
Driver showed up at the Naperville DC at 2:20 but the dock was backed up and couldn't take the load. He waited two hours and had to release.
Adding $300 for layover — we'll get it delivered first thing in the morning. Please confirm.
Tally agent
INGESTING
Delivery Attempt
Order #TL-88423
Layover
Billable charge
1
$300 layover added to invoice ledger
Validated against Arrowhead contract terms
Applied to Naperville account
2
Watching for customer confirmation
Shipment held in draft until written approval received
Tally agent
Running Playbook
Tasklist
Rate Confirmation
PDF RECIEVEd
Packing List
Requesting packing list
Proof of Delivery
Next Up
Tally agent
working on tasks
LSP Vendor Portal
Vendor ID
AMZN-LSP-00284
Invoice #
INV-2024-08841
Invoice Date
Apr 26, 2026
Due Date
May 26, 2026
Attachment
EDI
INV-2024-08841_AMZN.edi
Submit to Amazon AP
Tally agent
SUBMITTING INVOICE
Invoice #08839
SHORT PAY
$6,700
/ $6,862
$162.00 outstanding
Matched to
Delta Manufacturing
Reminder 1
Apr 10
SENT
Reminder 2
Apr 19
SENT
Due Date
Apr 26, 2026
Tally agent
flagging short pay
Delivery Attempt
Order #TL-88423
Layover
Billable charge
Mike D.
Arrowhead Dispatch
Today, 6:47am
Driver showed up at the Naperville DC at 2:20 but the dock was backed up and couldn't take the load. He waited two hours and had to release.
Adding $300 for layover — we'll get it delivered first thing in the morning. Please confirm.
Tally agent
INGESTING
Delivery Attempt
Order #TL-88423
Layover
Billable charge
1
$300 layover added to invoice ledger
Validated against Arrowhead contract terms
Applied to Naperville account
2
Watching for customer confirmation
Shipment held in draft until written approval received
Tally agent
Running Playbook
Tasklist
Rate Confirmation
PDF RECIEVEd
Packing List
Requesting packing list
Proof of Delivery
Next Up
Tally agent
working on tasks
LSP Vendor Portal
Vendor ID
AMZN-LSP-00284
Invoice #
INV-2024-08841
Invoice Date
Apr 26, 2026
Due Date
May 26, 2026
Attachment
EDI
INV-2024-08841_AMZN.edi
Submit to Amazon AP
Tally agent
SUBMITTING INVOICE
Invoice #08839
SHORT PAY
$6,700
/ $6,862
$162.00 outstanding
Matched to
Delta Manufacturing
Reminder 1
Apr 10
SENT
Reminder 2
Apr 19
SENT
Due Date
Apr 26, 2026
Tally agent
flagging short pay
Delivery Attempt
Order #TL-88423
Layover
Billable charge
Mike D.
Arrowhead Dispatch
Today, 6:47am
Driver showed up at the Naperville DC at 2:20 but the dock was backed up and couldn't take the load. He waited two hours and had to release.
Adding $300 for layover — we'll get it delivered first thing in the morning. Please confirm.
Tally agent
INGESTING
Delivery Attempt
Order #TL-88423
Layover
Billable charge
1
$300 layover added to invoice ledger
Validated against Arrowhead contract terms
Applied to Naperville account
2
Watching for customer confirmation
Shipment held in draft until written approval received
Tally agent
Running Playbook
Tasklist
Rate Confirmation
PDF RECIEVEd
Packing List
Requesting packing list
Proof of Delivery
Next Up
Tally agent
working on tasks
LSP Vendor Portal
Vendor ID
AMZN-LSP-00284
Invoice #
INV-2024-08841
Invoice Date
Apr 26, 2026
Due Date
May 26, 2026
Attachment
EDI
INV-2024-08841_AMZN.edi
Submit to Amazon AP
Tally agent
SUBMITTING INVOICE
Invoice #08839
SHORT PAY
$6,700
/ $6,862
$162.00 outstanding
Matched to
Delta Manufacturing
Reminder 1
Apr 10
SENT
Reminder 2
Apr 19
SENT
Due Date
Apr 26, 2026
Tally agent
flagging short pay
We watch, understand, and execute.
Most systems store your data. Tally builds relationships across your data by mapping every carrier, contract, lane, and exception into a living context graph that gets smarter with every transaction.
New Line Items
Detention
Ingest
Tally watches how your team operates: how exceptions get handled, how specific carriers get treated, how discrepancies get resolved. Every decision your team makes becomes part of its memory.
Contextualize
Tally connects the dots: linking carriers to contracts, contracts to lanes, lanes to exceptions, exceptions to resolutions. Your institutional knowledge stops living in people's heads and starts working for you automatically.
Execute
Tally queries everything it knows and executes with the precision of your best operator. Only genuine anomalies surface for your team and everything else runs itself.
Director of Finance
MID-MARKET FREIGHT FORWARDER
INDUSTRIES
Built for every mode. Every complexity.
Ocean & Air
Across split bookings, demurrage, detention, and port fees, Tally tracks every charge across every leg and makes sure nothing falls through between modes.
Freight Forwarders
Multi-party billing across carriers, agents, and customs brokers - consolidated, reconciled, and invoiced without the back-and-forth.
Drayage & Intermodal
Per diem, chassis rental, and port fees calculated automatically even when the customer's email never mentioned them.
FTL & LTL
Accessorials, fuel surcharges, and carrier rate disputes resolved against your contracted terms before the invoice ever leaves your system.
Warehousing
Storage, handling, and value-added services billed accurately across every customer with the contract context to back up every line item.
Contract Logistics
Complex, multi-service billing across long-term customer agreements tracked, validated, and invoiced with the precision your contracts require.
Book a demo
Your team should be making decisions, not drowning in emails and spreadsheets. Tally can coordinate the rest.
2026 © Copyright Tallytech, Inc.
Book a demo
Your team should be making decisions, not drowning in emails and spreadsheets. Tally can coordinate the rest.
2026 © Copyright Tallytech, Inc.
Book a demo
Your team should be making decisions, not drowning in emails and spreadsheets. Tally can coordinate the rest.
2026 © Copyright Tallytech, Inc.