Built by experts from leading companies:
Trusted by modern client accounting, bookkeeping & fractional-CFO teams—built for speed, visibility, and control.
Multiply your output, with the same headcount
Start quickly, scale infinitely
Future-proof your team by meeting you where you are today-while providing the infrastructure to thrive in an Al-accelerated tomorrow.
Automate your busywork with fully-observable Al
Say goodbye to working through lunch breaks and pulling all-nighters with Al that never sleeps. Get all the power with none of the black box or risk of hallucinations.
Discover your “aha moment" on day one
Skip the multi-month onboarding timelines that plague our industry. With Talisman, you'll see the value on day one. No other solution can compete with what we deliver.
We built a month-end close workspace for firms
One place where your team and AI prepare entries, share context, surface exceptions & suggestions, and approve-then-post.
Categorization and reconciliation
AI prepares entries, matches feeds, and drafts the first pass. Leads see a review table; staff get a to-do list. Nothing posts yet.
Client context and document collection
Missing support is requested automatically. Uploads are read, key fields extracted, and attached to the entry—ready for review.
Adjustments and error checks
Talisman surfaces reconciling items, duplicates, and misclassifications—plus suggestions you can accept or modify—as clear actions without noise.
Report generation and review
Talisman assembles the profit and loss (P&L) and balance sheet with notes and explanations—into an audit-ready Workpapers/Trial Balance binder tied to source documents.
Final review and post to ledger
Talisman works like a junior accountant—preparing the books, flagging issues, and getting everything ready. You just review and approve, and Talisman writes the final entries to the ledger—no manual work needed.
Your close, fully automated
Talisman is your secret weapon to a faster, easier close.
A collaborative AI workspace your team actually uses: assign, comment, and hand off in-context—right on the entry—while AI prepares the first pass and surfaces exceptions and suggestions (bank-rec, reclassify, missing docs). The result: faster closes, more capacity, and consistent quality—with your approval before anything posts.
Support you can count on
Your success is our success. Automating with Talisman is easy, but if you need a hand, we’ve got you covered—whenever you need us.
About us
Talisman is an award winning engineering and product team, backed by amazing investors on our mission to deliver great products and reduce the workload for firms everywhere.
Ready to automate your continuous and month-end close?
Your time is valuable. We move fast. Full pilot access on your own books after first meeting. Connect QBO, run your normal work, and see exactly what would post after approval—documents attached, closing date locked (no changes to live books).
We’ll reach out within 24 hours.
