Documents that just appear where you need them
Trusted by 200+ companies
Request, analyse and match documents with transactions on autopilot. So you can review them directly where you need them, on your transactions table.
Built by experts from leading companies
Request documents on autopilot
Stop wasting time chasing your clients for documents
Detailed auto-requests
Design rules that asks for the exact document types you need from the exact people you need based on the bank transactions details.
Client notification
Customised how you notify each one of your clients. So you can reach out to them in their preferred medium of coumunication.
Auto-increased frequency
Auto-increate your reminders frequency for your client requests based on your closed period deadline.
Upload
Get ready to review transaction information from your docs
Take quick pictures
Facilitate direct photo uploads from client mobile devices to pair source documents with bank transactions faster and avoid manual email.
Batch upload & match
Upload entire folders to match multiple documents with bank transactions. This bulk process reduces manual entry for high-volume accounts.
Requested uploads
Provide a lists of all required documents for clients to upload on platform, to track the missing items in real-time and eliminate follow-up email chains.
AI enhanced communication
Let the AI ask the client clarifications for transactions so you can spend less time on client management or turn it off and stay in charge.
End to end processing
Get ready to review transaction information from your docs
Detect information
Auto-detect the relevant information on the documents so you can process them faster.
Auto-organise
Auto-organise your documents in the right folders with relevant tags based on the document’s extracted information.
Wide range of docs
Get support for a wide range of document types, including invoices, receipts, and bank statements and much more.
Results you can expect
How it compares with legacies products like Xero and QBO.
95%
Accuracy for the high confidence AI suggestions
90%
Fewer discrepancies via GL Integrity Controls
70%
Reduce close cycle time
3x
Capacity per Accountant
Ready for a 3x faster month-end?
Your time is valuable, so we don't do fluff. After a brief discovery call, you’ll get full access to Talisman using your own books. Experience the speed of collaborative reconciliation firsthand.
