AI-Powered Bookkeeping and Practice Management Software

Fully automate month-end-close for your firm's clients

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.

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.

Talisman makes it easy to close 5 clients' books in the time it takes just one, without the cost of extra staff.

Full list of all subscriptions
Full list of all subscriptions

Intelligence that knows your clients like your best team member

Talisman integrates with QuickBooks and uses machine learning and AI to categorize transactions with unmatched accuracy, thanks to our client analysis engine.

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Categorization that understands your clients

Talisman categorizes transactions with 90%+ accuracy using machine learning to identify client-specific classifications. Your team just reviews, approves, and moves on.

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A daily list of close-related tasks to review and approve

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.

Request

Talisman automatically detects when transactions require documents based on your firms guidelines and makes requesting client documents a breeze.

Upload

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.

Extract

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.

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Collaborate internally and externally with ease

Leave comments for team members directly on specific transactions, ledgers, documents, or reports.Get clarity on transactions and resolve issues faster.

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A portal your clients won't have to learn

Clients log in using a magic link to easily access requests, messages, documents, and reports—all in one place.

Full list of all subscriptions
Full list of all subscriptions

Reports your clients can easily understand

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.

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Automated error and anomaly detection that leaves nothing to chance

Our error detection tool runs in the background, finding common ledger errors like omission, duplicate, commission, transposition, compensating, GAAP and other data entry mistakes.

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.

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