SWIFT to a ready-to-review entry
Import a supported MT103 or bank-rendered ISO 20022 transfer document. Amount, currency, parties and reference fill the form for you to check and save.
YOUR BUSINESS. IN BALANCE.
Every client.
Every balance.
All in view.
Client balances, commissions and payment records — together in TallyPro for iPhone. Share a link and let your client confirm receipt.
iPhone app · App Store release coming soon
ILLUSTRATIVE EXAMPLEReceipt confirmed
Interface illustrations with sample data in USD.
Client balancesMultiple currenciesReceipt confirmationsReports & export
CLIENT CONFIRMATIONS. BUILT IN.
Share a link. Get a clear confirmation.
A client opens your link and confirms receipt in their browser. No app installation or account is needed. You can check the status in TallyPro.
- 01
Save and share
Use the bright share button in the operation.
- 02
The client confirms
Opening a link alone does not confirm receipt.
- 03
Check the status
See the response in the operation’s history.
TallyProILLUSTRATIVE EXAMPLE
Receipt confirmation
$2,500.00 USD
- Recipient
- Alex Morgan
- Date
- 18 Oct 2026
Awaiting confirmation
Demo only. No data is sent and no real receipt is created.
A recipient acknowledgement, not a bank receipt. It records an action by the link holder, does not verify identity and does not transfer money. Share the link only with the intended recipient.
LESS RE-TYPING. MORE CLARITY.
The details that keep your business clear.
Follow the numbers, understand the balance and keep the supporting details together.
Create & share invoices
Create a PDF invoice from an order or imported invoice. Review line items, company and bank details, then share.
Bank details, ready to send
Share company and receiving-account details as a clean PDF or text. Select one currency or all accounts and preview before sending.
Clients & currencies
A separate balance for each client and currency, with a searchable operation history.
Commissions
Record commissions alongside the operation and see the result in your ledger.
Partners & shares
Configure partner shares and track partner payouts.
Companies & accounts
Organise company accounts and transfers. Upload supported PDF/CSV bank statements to check balances and find unmatched transactions.
Company documents in order
Keep company documents together, track expiry dates and prepare a selected document pack for a bank.
Reports & export
Client statements and detailed internal reports for a chosen period. Save and share as PDF or Excel.
Reminders & widgets
Debt reminders, client and total-balance widgets, plus expected payments in Dynamic Island.
Protection & backups
Use Face ID or a passcode and save a backup to iCloud or a file.
Search, scan, restore
Find an operation by amount, company or note. Scan a business card to create a client. Restore a full backup or a single client.
Refunds, recorded properly
When a payment comes back, record it from the payment itself — in full or less a bank fee, to any of your accounts. History shows a Refund, and the payment is marked Refunded.
Compared with last month
Income, turnover and number of operations set against the same days of the previous month.
A guided tour
Tips walk you through every screen and point to the right button, so you and your team find your way from day one.
Document import prepares a draft for your review. It does not connect to a bank, execute a SWIFT transfer or verify that a payment settled. Recognition depends on the document format and legibility.
TALLYPRO BUSINESS
Clients, team and money. One place for all of it.
Business adds one block to the Home screen with everything a growing practice needs. Open it with the arrow, tap any row to see it in place, and tap again to close. Nothing extra to learn.
Clients
Client portals
Each client gets a private page in the browser. They confirm the operations you ask about, ask questions and send invoices, contracts and payment orders. Anything new shows as a yellow number in TallyPro.
Statements by link
One permanent link per client, for a month, a quarter, a year or all time. The statement shows balances by currency and the operations of the period, and can update itself after every change.
Debtors
Who owes you, how much and since when. Remind prepares a message with the amount and the statement link, ready to send.
Money
- PRO
Compared with last month
Income, turnover and number of operations against the same days of the previous month.
Set aside for tax
Enter your rate and see how much to set aside for this month and since 1 January.
Expected receipts
Every payment marked “not yet received”, across all clients and sorted by date. Overdue ones turn red; record the receipt in one tap.
Totals by company
Income, turnover and operations for each of your companies — for the month and since 1 January.
Account thresholds
Set a minimum for any account. When its balance falls below it, you get a notification.
Accountant’s package
Client statements, your own report and the period’s invoices in a single archive, ready to hand over.
Team and work
Team
A shared company journal for up to 10 people. Invite by link or QR code and give each person the Editor or Viewer role.
Access rights
For each member, decide whether they see amounts and whether they work with all clients or only the ones you choose.
Team changes
See who changed an operation and when — and open that operation right there to review, edit or repeat it.
- PRO
Bank reconciliation
A bank statement against your account: what matches and what is missing.
Invoices with logo
Your company logo on every invoice you create and share.
- PRO
Assistant
Drafts a reply to a bank’s request about a payment. Business includes 1,000 requests a month.
Appearance
Business themes
Five themes — Titanium, Black Card, Private Bank, Ceramic and Facet — each in light and dark.
Business icons
The TallyPro icon in the material of each theme, finished with the Business coin.
CLIENT PORTAL
A private page for every client.
Send one link and, if you wish, a six-digit access code. Your client opens the portal in any browser — no app and no account. With a code set, a forwarded link alone will not open it, and you can see and revoke every device that has access.
- Confirmations, questions and documents in both directions
- Encrypted before upload; the key lives only in the link
- Files up to 10 MB: PDF, Excel, CSV, JPG, PNG and HEIC
- Up to five devices per client, each one revocable
TEAM JOURNAL
Work together. Share only what you choose.
Everyone works in the same company journal, and changes reach the team automatically. Every record is encrypted on members’ iPhones before it is sent, so our server stores records it cannot read. If two people edit the same operation, neither change is silently lost.
- A shared company journal for up to 10 people. Invite by link or QR code and give each person the Editor or Viewer role.
- For each member, decide whether they see amounts and whether they work with all clients or only the ones you choose.
- See who changed an operation and when — and open that operation right there to review, edit or repeat it.
MONEY, AT A GLANCE
Know what is coming, what to keep and when to act.
A look that matches your business.
Five Business themes for the whole app, each in light and dark, with an icon to match on your Home Screen.
Titanium
Black Card
Private Bank
Ceramic
Facet
Business features require an active Business subscription held by the journal owner. Client portals and statement links open at tallypro.me while the owner’s Business is active. Bank reconciliation, the assistant and the month comparison are also included in Pro. Illustrations use sample data.
REPORTING & RECONCILIATION
A clear statement for them. The full picture for you.
Choose a period, prepare the right report and share it as PDF or Excel. Bring in a bank statement to check your company account against your records.
PDFExcel
Client statement
One client, their transactions and balance. Your internal income stays out of the client statement. Save the file or send it straight from the app.
TallyProILLUSTRATIVE EXAMPLE
Alex Morgan · USD
01–18 Oct 2026
- Received
- $5,000.00
- Paid
- $2,500.00
- Closing balance
- $2,500.00
PDFExcel
Your own report
Go deeper into transactions, balances and income for one client or all clients. Set your dates and export PDF or Excel for your own review.
All clients · USDILLUSTRATIVE EXAMPLE
Commission income
$1,295.00 USDBring your accounts into agreement.
Upload a supported PDF or CSV bank statement. Compare its closing balance and transactions with the selected company account in TallyPro. See unmatched entries on either side, then review a prefilled form to add a missing transaction.
- Bank statement
- $42,750.00
- In TallyPro
- $42,500.00
- Difference to review
- +$250.00
Illustrative data. Reports export to PDF and Excel; supported bank statements import as PDF or CSV. Invoice import supports readable Word, PDF, scans and photos.
TALLYPRO / WORKFLOWS
From the first entry to the final statement.
A closer look at what TallyPro actually does.
01Clients, balances & history
Add and archive clients; keep contacts and opening balances; view each client or all clients; filter by currency and period; search by text or voice; edit, repeat or remove operations; see totals and balance movement.
02Income, commissions & partners
Set client commission terms; view your commission income by month and currency; assign partner shares and record payouts; distinguish client balances from your own income and partner earnings.
03Accounts, companies & reconciliation
Group accounts by company, bank and currency; record transfers between your company accounts; review account history and reconcile a stated balance. Import supported bank-details documents, review the holder, account and SWIFT/BIC, and share selected details as PDF or text. Upload a supported PDF or CSV bank statement. Compare its closing balance and transactions with the selected company account in TallyPro. See unmatched entries on either side, then review a prefilled form to add a missing transaction.
04Invoices & document import
Read supported Word orders, PDF invoices, scans or photos. Edit invoice number, date, line items, seller, buyer and bank details; optionally add your signature and stamp; preview the PDF and share it. Previously created invoices remain in the invoice history. SWIFT MT103 and supported printed ISO 20022 messages open a prefilled operation for review before saving.
05Reports, client statements & reminders
One client, their transactions and balance. Your internal income stays out of the client statement. Save the file or send it straight from the app. Go deeper into transactions, balances and income for one client or all clients. Set your dates and export PDF or Excel for your own review.
06Documents, privacy & personalisation
Keep company documents, expiry dates and document reminders; export a selected bank document pack. Scan business cards. Use light or dark appearance and six interface languages. Protect access with Face ID or a passcode. Make password-protected backups, restore everything or one client, and manage archived clients. Pro also includes alternate app icons.
07Business: clients, team & money
Give every client a private portal and a statement link that updates itself; follow debtors and send reminders. Run a shared, encrypted company journal for up to 10 people, with roles, amount visibility and client-by-client access, and see every team change. Track expected receipts, totals by company, tax to set aside and account thresholds. Hand your accountant one archive with statements, your report and invoices. Add your logo to invoices and choose from five Business themes and icons.
TALLYPRO ASSISTANT
PRO · BUSINESSAn extra hand. Right where you work.
Paste a bank’s request or add its letter, choose the payment, and TallyPro drafts a reply in the language of the request. It uses only the facts you provide and marks anything missing for you to confirm.
300 requests a month with Pro1,000 requests a month with BusinessExtra requests that never expire
When you press send, the request text, your notes, the chosen operation’s details and the text read from added letters go through our server to Anthropic’s Claude to prepare the draft. Nothing is sent before that. Always review a draft before using it.
Privacy policyTALLYPRO WALLET
COMING SOONUSDT, right next to your books.
A self-custody wallet for USDT on the TRON network (TRC-20), built into TallyPro. Every transfer can become an entry in your ledger with one tap.
- Create a wallet on your iPhone or import one with its 12 words
- The 12 words stay in this iPhone’s Keychain, opened with Face ID or your passcode
- Receive with a QR code; send with the network fee shown before you confirm
- Lower-fee transfers using network energy
- Address-only wallets to follow other balances
- Mark each transfer: to a client, between your own accounts, or not counted
In development; not included in the current public release. TallyPro never holds your funds and cannot restore a wallet without its 12 words.
START SIMPLE. GROW WITH PRO.
Choose your pace.
Basic
Free
For your first clients and everyday records.
- Up to 3 clients
- Operations, balances and commissions
- History, search and voice search
- Client receipt confirmations
- Face ID, passcode and full backups
TallyPro PRO
$11.99/ month
$99.99/ year
For a growing client base and deeper reporting.
Everything in Basic, plus:
- Unlimited clients
- Partners, shares and payouts
- Company accounts, transfers and reconciliation
- Invoices, PDF reading and document scanning
- Client statements and internal reports in PDF / Excel
- Reminders, balance widgets and Dynamic Island
- Exclusive app icons — choose a look for TallyPro on your Home Screen.
- Assistant: 300 requests a month
- Comparison with last month
TallyPro BUSINESS
$29.99/ month
$299.99/ year
For teams and client-facing work.
Everything in Pro, plus:
- Team journal for up to 10 people, with roles and access rights
- Client portals and statement links
- Debtors, expected receipts and reminders
- Totals by company, tax set-aside and account thresholds
- Accountant’s package in one archive
- Invoices with your logo
- Assistant: 1,000 requests a month
- Five Business themes and matching icons
Prices, renewal terms and any trial eligibility are shown in the app before purchase. Subscriptions renew automatically unless cancelled in your Apple account settings.
YOUR RECORDS. YOUR CHOICE.
Local records. Sharing when you choose.
Your main ledger stays on your device. A receipt link, a statement, a client portal, the team journal or the assistant send only what that feature needs — and statements, portals and team records are encrypted before they leave your iPhone. The privacy policy explains each case.
Privacy policyA few useful answers.
Does the client need TallyPro?
No. A receipt link opens in a browser without an account. Only an explicit confirmation changes the status.
Can I revoke a link?
Yes. Press and hold the receipt status in the operation history and choose revoke. Editing or deleting an operation alone does not revoke a previously shared link.
What happens when Pro ends?
Existing records remain readable. Ordinary operation editing and full backups remain available. Pro features require an active subscription.
Does TallyPro move money?
The public version records your operations and receipt acknowledgements. It does not execute payments or verify settlement through a bank.
Can a team member see all my clients?
Only if you allow it. For each member you choose Editor or Viewer, whether amounts are visible, and whether they work with all clients or only selected ones.
What does my client see in their portal?
Only their own statement — balances by currency and the operations of the period, without your commission or internal income. They can confirm operations, ask questions and exchange documents with you.