Talisman is the first fully automated workflow tool that helps accounting and bookkeeping firms manage more clients, achieve more with less time, and scale smarter by automating repetitive tasks typically handled by junior employees.
Talisman integrates with QuickBooks and uses machine learning and AI to categorize transactions with unmatched accuracy, thanks to our client analysis engine.
Talisman categorizes transactions with 90%+ accuracy using machine learning to identify client-specific classifications. Your team just reviews, approves, and moves on.
Talisman’s AI assistant automates repetitive tasks, detects anomalies, and offers suggestions tailored to each client’s books. Get daily summaries, prioritized tasks, and actionable insights.
Talisman automatically detects when transactions require documents based on your firms guidelines and makes requesting client documents a breeze.
The client receives an email alert and can upload the document by either replying to the email with an image or uploading it directly through our user-friendly client portal on desktop or mobile.
It then analyses the document using a mix of AI and traditional OCR technology to create entries in the ledger based on your firms guidelines.
Leave comments for team members directly on specific transactions, ledgers, documents, or reports.Get clarity on transactions and resolve issues faster.
Clients log in using a magic link to easily access requests, messages, documents, and reports—all in one place.
Deliver P&L, Balance Sheets, and insights in an interactive portal, where clients can review and comment. Better yet, AI explanations help them understand the financials, saving your firm hours.
Our error detection tool runs in the background, finding common ledger errors like omission, duplicate, commission, transposition, compensating, GAAP and other data entry mistakes.
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.
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.