The Collaborative AI Close Workspace for Client-Accounting Firms
Run every client’s month-end together, faster.
Replace spreadsheet checklists with a shared review table, a today list, and exceptions-only alerts. Talisman prepares the work; you approve-then-post to QuickBooks with documents attached and a full audit trail.
Built by experts from leading companies:
Reduce time spent closing your client’s books while still ensuring accuracy
Your firm wants to increase revenue, but the team is at capacity. How can you increase revenue without adding headcount?
You’ve tried the built-in automation tools in your ledger, but they’re too generic and don’t adapt to client’s unique needs.
With limited capacity, there’s no time to provide customer advisory services or take on new clients.
We built Talisman to help you automate month-end close, so you can provide better service & scale your firm with ease
Step 1
Categorization and reconciliation
Talisman learns your clients’ transaction patterns, categorizing expenses automatically. With a daily task list, you always know what needs your attention—so nothing falls through the cracks.
Step 2
Client context and document collection
Missing receipts? No problem. Talisman automatically requests documents from clients and makes uploads easy. AI extracts key details and writes them to the ledger according to your firm’s guidelines.
Step 3
Adjustments and error checks
Talisman continuously scans for errors—omissions, duplicate entries, and misclassifications—keeping every entry accurate. AI flags anomalies before they cause issues, so your firm can focus on decision-making instead of manual corrections.
Step 4
Report generation and review
Talisman automatically generates P&Ls and Balance Sheets with clear AI-powered explanations, giving you more time to focus on high-value advisory work. Clients get easy-to-read reports that help them understand their financials—without extra effort on your end.
Step 5
Final review and write 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.
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.
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?
Fill out the form to join our Beta program and get access to automated accounting workflows, interactive reports, AI tools, and direct support from our product team.
