What is Tally?
Tally is an AI-powered assistant that securely connects to your bank accounts through Plaid, giving you real-time insights into your financial data. Its conversational AI makes it simple to ask questions in plain language, like “What’s my average weekend spending?” or “How much have I saved this month?” and get instant, clear responses.
Tally also provides categorized spending insights, grouping your expenses into areas like groceries, transportation, entertainment, and more so you can easily spot trends and areas to adjust. Tally tracks your income and savings as well, helping you keep an eye on what’s coming in versus what’s going out. Based on your habits, it offers helpful, personalized suggestions such as “Cutting back on rideshares could save you $80 this month.” Best of all, Tally stays up to date in real time. Every time you check in, you’ll be seeing the most current data available, no manual updates or waiting for bank statements to catch up.
With Tally, managing your money is simple, intuitive, and tailored to you. Ready to take control of your finances? Start the conversation with Tally.