Meet your 24/7 finance team

Autopilot never clocks out. It codes transactions, chases receipts, and drafts your month-end report—all while you sleep.

Tallyway Autopilot working through a team's spend

Trusted by teams at

Harbor & PineNorthfield DentalFieldwork StudioCopperline
Autopilot Agents
“If it’s something that’s repetitive, we have an Autopilot Agent for it.”
Harbor & Pine
Maya OkaforOwner, Harbor & Pine Bakery

AI that works where your team works. Try for free.

Starter Plan

$0per user / month

For small teams to track spend and tidy up receipts.

Includes:

  • Trial of Tallyway Autopilot
  • Corporate cards
  • Receipt capture
  • Basic approvals
  • Accounting sync (QuickBooks and Xero)
  • Budgets including team limits, categories and alerts

BusinessRecommended

$20per user / month

For growing businesses to put finance on autopilot.

Everything in Starter, and:

  • Tallyway Autopilot
  • Autopilot AgentsNew
  • Receipt chasing
  • Spend searchBeta
  • Out-of-policy flags
  • Bill pay and reimbursements
  • Multi-entity books
  • Custom approval chains
  • Premium integrations

Autopilot Agents automate finance work that repeats.

Set them up once, and the entire team benefits.

Autopilot Agents illustration
Autopilot Agents running on a schedule
“Every card swipe, bill, and receipt lands in Tallyway, and Autopilot reads all of it. When your agents see the whole picture, that’s what makes them useful.”
Copperline
Daniel ReyesFinance Lead, Copperline Logistics

Your Autopilot can code, match, and take action.

Anything you can do in Tallyway, your Autopilot can do for you.

Autopilot illustration
Autopilot coding a batch of transactions

Spend search finds answers across all your tools.

Search across cards, bills, Slack, Google Drive & more—in seconds.

Spend search illustration
Asking Autopilot where the budget went

Month-end reports write themselves, down to the footnotes.

Capture every variance and actionable summaries, right where you work.

Month-end report illustration
A month-end report drafted by Autopilot

Designed for teams.

Usage & analytics dashboards

Track Autopilot credit usage, view detailed analytics and ROI insights.

Usage dashboard

Custom permissions

You’re in control of what Autopilot can see and do.

Permission settings

Model agnostic

Switch any workflow to a different model or provider, without losing any context.

Model settings

Governance tools & controls

Get a bird’s eye view of AI actions across your books, with controls for who can do what.

Governance controls

No training on your data

We have contractual agreements with our AI subprocessors that prohibit the use of customer data to train their models.

SOC 2 Type 2 & ISO 27001

Tallyway is committed to the highest requirements of financial data security.

GDPR & CCPA

We have mapped our privacy program to the GDPR and other global privacy regulations.

Secure encryption

When you use Tallyway Autopilot, your data is encrypted in-transit using TLS 1.2 or greater.

Zero data retention for Enterprise

No data is stored with LLM providers. 30 day retention for non-Enterprise.

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Bank-grade controls for Enterprise

Tallyway Autopilot uses LLM providers’ zero-retention APIs and keeps cardholder and bank account data out of every prompt.

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See what Tallyway Autopilot can do.

Explore all use cases →
Four Tallyway Autopilot illustrations
 

Onboard a new hire's card →

 

Go from receipts to closed books →

 

Automate weekly reporting →

 

Flag out-of-policy spend →

 

Chase receipts in Slack →

 

Catch duplicate charges faster ->

Questions & answers