New Tally now reads amendments and order forms

The billing agent that gets you paid.

Tally reads your contracts, sends the invoices, and chases late payers by email. Your finance team signs off. Tally does the rest.

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Works with Stripe, NetSuite, QuickBooks SOC 2 Type II
Invoices / INV-2041
Northwind Logistics
INV-2041 · Net 30
12 days late
$48,600.00USD
IssuedSep 05
DueOct 05
ContactA. Moreno
ItemQtyAmount
Platform, annual tier1$36,000
Extra seats42$8,400
API overage, 4.2M calls—$4,200
Terms from northwind_msa_v3.pdf, §4.2
Agent activity
  • Invoice sentSep 05 · from contract
  • Friendly nudgeOct 08 · opened twice
  • Asked for PO numberOct 12 · reply in
  • Second noticeToday 09:14 · sent
  • Escalate to CFOOct 24 · if unpaid
Revenue at risk, 30 days 3 accounts
$112,450+18%
Northwind · seat count fell 30%$48.6k
Halcyon · champion left$39.2k
Draft to [email protected]09:14

Hi Ana, INV-2041 for $48,600 is now 12 days past due. Your team asked for a PO number on Oct 12, so I added PO-77310. Can you confirm a pay date this week?

Finance teams at 600+ SaaS companies bill with Tally

What Tally does

One agent for the whole path from signed deal to cash in the bank.

Tally reads the contract once. From then on it bills, reminds and reports without a spreadsheet in between.

A contract turns into a row of invoices and then into payment

Reads contracts

Pulls price, term, seats and payment terms from each MSA and order form.

Creates invoices

Builds each invoice from the contract and your usage data. You approve the first ten.

Chases late payers

Writes polite, specific emails from your domain. Answers questions about the bill.

Flags revenue risk

Spots falling usage, lost champions and slow payers weeks before renewal.

For developers

Send a contract. Get a billing schedule back.

One call turns a signed PDF into invoices, due dates and a chase plan. Every field links to the clause it came from.

  • Typed SDKs for Node, Python and Go.
  • Webhooks fire on paid, late, disputed and at risk.
  • Dry run mode shows every email before it goes out.
nodepythoncurl
import Tally from "@tally/node";
const tally = new Tally(process.env.TALLY_KEY);

// Read the contract and build the schedule
const plan = await tally.contracts.ingest({
  file: "northwind_msa_v3.pdf",
  customer: "cus_northwind",
  chase: { tone: "warm", escalateAfterDays: 14 },
  approval: "first_10",
});
200 OK412 ms
{
  "id": "ctr_8fK2xQ",
  "annual_value": 48600,
  "payment_terms": "net_30",  // §4.2
  "invoices_scheduled": 12,
  "next_invoice": "2026-11-05"
}
How Tally chases a late invoice

Polite first. Firm when it counts. Never a form letter.

Here is INV-2041, start to finish. Each step waits for a reply and adapts to it.

1
DAY −3

Heads-up

Tally reminds the payer three days before the due date.

to: [email protected]
INV-2041 is due Oct 05. Here is the PDF.
2
DAY +3

Friendly nudge

No payment yet. Tally checks if the invoice reached the right person.

opened 2×
Did this land with the right team?
3
DAY +7

Fixes the blocker

The payer asks for a PO number. Tally finds it and reissues.

reply parsed
Added PO-77310 and resent.
4
DAY +12

Second notice

Firmer tone. Asks for a pay date. Copies your account owner.

cc: [email protected]
Can you confirm a pay date this week?
11d
cut from median days sales outstanding
94%
of late invoices paid without a human email
$2.1B
billed through Tally in the last 12 months
6h
saved per finance person each week
Customer story · Fernhill
“We closed the books four days sooner in our first quarter. Tally caught a seat true-up we had missed for two years.”
RK
Rhea KapoorVP Finance, Fernhill
Days to close9 → 5
Missed true-ups found$310k
Invoices per month1,840
Pricing

Pay for what Tally bills. Nothing for seats.

Starter

For teams under $5M ARR
$490 /month
Up to 200 invoices a month
  • Contract reading
  • Invoices and reminders
  • Stripe and QuickBooks sync
Start free trial
Most picked

Growth

For teams from $5M to $50M ARR
$1,900 /month
Up to 1,500 invoices, then $0.90 each
  • Everything in Starter
  • Full chase plans with replies
  • Revenue risk alerts
  • NetSuite and Salesforce sync
Start free trial

Enterprise

For teams over $50M ARR
Custom
Volume pricing and a named engineer
  • Everything in Growth
  • SSO, audit log, data residency
  • Custom approval rules
Talk to sales

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Tally runs in dry run mode until you say go.

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