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.

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 connects directly to the systems your finance org already lives in — ledgers, banks, billing, payroll, contracts, spreadsheets — then normalizes raw rows into the same financial objects across every entity. No new pipeline. No new source of truth. A single, governed projection.

04 · Workflows

The work operators
actually run.

TallyUp is composed of the workflows finance teams ship every month — not a dashboard layer over them. Each is built on the same financial graph, governed by the same approval policies, and written into the same audit log.

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

Every object carries access policy. Controllers see all entities; regional ops see their region; auditors see read-only with sample-level scopes. Permissions travel with the data, not the dashboard.

SCIMOIDCSAMLRegion-bound
§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

Actions that affect the GL — accrue, adjust, merge, pay — route through configurable approval policies. Materiality thresholds, segregation-of-duties checks, and dual control are first-class.

SoDMaterialityDual control
§05.05

Human-in-the-loop

TallyUp prepares; operators decide. Recommendations sit in a review state with full context until approved. Nothing is posted automatically that materially affects the close.

Reviewer requiredReversible
§05.06

API & SDK contract

A typed schema for every object and action. Contracts version forward. Integrations get the same audit log and the same permissions model — your CI does, too.

TypedVersionedTested
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, read-only ingestion · revoke at any time
  • Engineering session, not a sales pitch
  • NDA executed before any data leaves your perimeter

Enterprise access · request

Responses within one business day.