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The financial operating layer

Financial context, operationalized.

TallyUp is the operating layer for finance — connecting source systems, reconciling messy records, and turning governed financial knowledge into operator-ready decisions. Your close, cash, revenue, and audit, on one graph.

QuickBooksNetSuiteStripeJPM · Mercury · Citi · HSBCGusto · sync delayed
Sync00:14 ago7 exceptions
UTC 14:42:09 · v3.41.2 · audit ✓
March 2026 Close/Variance Investigation

March close — variance investigation

Period variance
$1.42M
across 7 accounts
Unresolved
7
3 critical · 4 review
Days to close
3.2
↓ 6.1 vs Feb
Audit coverage
98.4%
11,402 of 11,587 txns
SeverityEntity · 4SourcePeriod · Mar 2026▿ All exceptionsInvestigate any account, vendor, txn…⌘K
SeverityEntity / objectKindDescriptionSourceAgeAmount
critAcme Holdings · US-OPSGL ↔ BankWire matched against duplicate vendor recordJPM·MERCURY4h−$842,150.00
critAcme EMEA LtdRevenueStripe deferred revenue ≠ contract waterfallSTRIPE·NS7h−$318,400.00
critAcme HoldingsAccrualAWS reserved instance not amortized into Q1NETSUITE11h−$214,000.00
warnAcme APAC PteFXSGD revaluation deviation 0.8% from feedOANDA1d−$48,210.00
warnAcme R&D IncPayrollSeverance accrual not posted to GLGUSTO1d−$84,000.00
warnAcme HoldingsPayablesTwo invoices, one PO — likely duplicateBILL·NS2d−$12,840.00
infoAcme EMEA LtdMappingNew Stripe product SKU lacks revenue ruleSTRIPE2d
03 · Financial graph

A real-world model of
your financial reality.

Behind every dashboard sits the same model: vendors, customers, invoices, payments, accounts, contracts, entities — connected by the relationships that define how money actually moves through your business. Every number on the page traces back to an object on the graph. Every action the system takes is bound to one.

02 · Ingestion

From systems of record
to systems of action.

TallyUp starts from the records finance teams already use — spreadsheets, documents, email, and supported financial feeds — then normalizes source data into governed financial objects. The goal is a single projection that preserves source context instead of creating another disconnected dashboard.

04 · Workflows

The work operators
actually run.

TallyUp is being built around the recurring workflows finance teams run every month, starting from source-backed exceptions, graph-bound records, and reviewable operator decisions instead of standalone dashboard views.

05 · Governance

Governed by default,
not as an option.

Trust in finance systems is not a feature you toggle. It is a property of how the system is built. TallyUp treats access, evidence, approval, and change as core primitives — present on every object, every action, every answer.

§05.01

Role-aware access

TallyUp is built around tenant-scoped, role-aware access patterns so finance work can be separated by operator responsibility, entity, and review context as the product matures.

Tenant-scopedAuth-backedRole-awarePolicy-oriented
§05.02

Source-backed answers

Reasoning is bound to objects. Every claim — variance commentary, accrual recommendation, vendor merge — lists the journal entries, contracts, and feed records it relied on. No claim without a source.

Citations enforcedNo free generation
§05.03

Change history

Every adjustment is an immutable event. Who proposed, who approved, what changed, what it changed from, what evidence was attached. Reproducible from any point in time.

Append-onlyBitemporalDiffable
§05.04

Approval trails

TallyUp is designed so finance-changing actions can carry review context, evidence, and approval state before they become part of the operating record.

Review stateEvidenceAudit trail
§05.05

Human-in-the-loop

TallyUp prepares; operators decide. Recommendations sit in a review state with full context until approved. The product direction is reviewer-first for material close activity: recommendations should carry context before an operator approves downstream action.

Reviewer requiredReversible
§05.06

API & SDK contract

TallyUp publishes typed API contracts and generated SDKs for the surfaces currently exposed. Contract drift is checked in CI so integrations can track the platform as it evolves.

OpenAPIGenerated SDKsDrift-checked
06 · Access

Request a working session
with your data.

We do not run scripted demos. Bring a recent close, a recurring exception, or a reconciliation that should have been automated three years ago. We will instrument it on TallyUp and show you the system on your numbers.

  • Scoped evaluation plan before access
  • Security and data handling reviewed before any customer data transfer
  • Engineering session, not a sales pitch

Enterprise access · request

Used to scope the working session; not all systems are directly integrated.

Responses within one business day.