First collaborative human + AI-workspace for month-end close

The collaborative AI-workspace client accounting & bookkeeping firms have been waiting for

Built for client accounting, bookkeeping & fractional-CFO firms. AI drafts the first pass; your team reviews, assigns, and rebalances capacity in one place—then you approve-then-post to QuickBooks Online. Every period stays audit-ready and the closing date stays locked.
‍Accuracy. Speed. Scale.

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Book a Demo
Get in Touch
Get in Touch

What's inside the workspace?

A Review table (who owns what), to-do list (next actions), exceptions feed (real work), capacity buckets (fluid handoffs), and approve-then-post controls with a full audit log and locked periods.

Built by experts from leading companies:

Trusted by modern client accounting, bookkeeping & fractional-CFO teams—built for speed, visibility, and control.

What slows firms down today—and how the workspace fixes it

Capacity is tapped out. Leads work from a review table; staff clear a to-do list—fewer passes, more finished work.
Automation is noisy. Your exceptions feed shows real work only—bank-rec differences, reclassification suggestions, missing documents—as clear actions.
Docs are scattered. Every entry keeps its source; your Workpapers/Trial Balance binder is complete by default.

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.

Step 1

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.

Step 2

Client context and document collection

Missing support is requested automatically. Uploads are read, key fields extracted, and attached to the entry—ready for review.

Step 3

Adjustments and error checks

Talisman surfaces reconciling items, duplicates, and misclassifications—plus suggestions you can accept or modify—as clear actions without noise.

Step 4

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.

Step 5

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.
Book a demo
Book a demo

Support you can count on

Get ongoing product support whenever you need help—from setup through every month-end. We guide your team on how to run the close in the workspace, and we’re available to troubleshoot, answer questions, and share best practices as you scale.

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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