Settings
Configure how Tally runs your AR. Approval thresholds, integrations, team.
Workspace
The basics about your business.
Approval thresholds
When does Tally need your eyes vs. auto-send?
Auto-send invoices under
$
Auto-send reminders under
$
Always approve counsel escalation
Always approve recovery cases
Read-only mode (write actions disabled)
Connected systems
What Tally reads from and writes back to.
Bill.com
Connected Jan 8 · invoicing + payment receipts
✓ Connected
QuickBooks Online
Connected Jan 8 · backup ledger
✓ Connected
Gmail
ar@dollarflightclub.com · send + read
✓ Connected
Mercury
via Plaid · bank deposits
✓ Connected
Slack
#ar-billing channel · approval flow
✓ Connected
NetSuite
Microsoft Teams
Team
Who can see what in this workspace.
JN
Jesse Neugarten
jesse@dollarflightclub.com
Owner
SP
Sarah Park
sarah@dollarflightclub.com
Sales · view + trigger
HH
Hannah Huizenga
hannah@dollarflightclub.com
Ops · approver
Voice profile
The tone Tally uses when writing emails on your behalf.
Sample · trained on 22 past emails
“Hope you had a great weekend! We’re looking forward to your sponsorship in the May newsletter. Attached is the invoice: $5,000, net 30. Let me know if you’d like a different AP contact on this. Thanks, Jesse.”
Danger zone
Things you probably won’t need today.