Bookkeeping, budgets and day-to-day control in one clear board.

TallyBoardPro keeps your records tidy, turns entries into readable views and helps your team stay on top of spend without busywork or guesswork.

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  • Accessible UI
  • CSV/Excel export
  • Role-based access
Example screen of TallyBoardPro dashboard with colourful widgets

Why teams choose TallyBoardPro

Clear views, simple workflows, fewer surprises at month-end.

Tidy ledgers

Organize entries with categories, tags and attachments to keep your books readable and easy to review.

Invoices & bills

Track outgoing bills and received payments, add notes and mark items for follow-up.

Budgets & alerts

Set monthly limits by category and get gentle alerts when a budget nears its threshold.

Team roles

Share view-only summaries or give collaborators edit access with granular permissions.

Cards and charts for costs, budgets and entries

What you can do

  • Capture entries with receipts and notes
  • Create and send branded invoices
  • Match payments and mark items as settled
  • Set budgets for categories and track usage
  • Export summaries to CSV or Excel

Simple process

1

Set up

Add your organization, users and categories. Import recent entries or start fresh.

2

Capture

Log bills, send invoices and attach receipts. Use tags for quick filtering.

3

Review

Check monthly views, compare to budgets and leave comments for teammates.

4

Share

Share a read-only summary or export a tidy report for your records.

What users say

“Month-end became calmer. Everyone sees the same numbers and knows what still needs attention.”

— Maya L., studio manager

“The budgets and alerts helped our team pace spend through the quarter without surprises.”

— Daniel R., operations lead

Plans for different sizes

Transparent monthly plans. Cancel anytime. Taxes may apply.

Starter

CA$19/mo

For solo use and simple books

  • 1 user
  • Invoices & bills
  • Budgets (3)
  • Email support
Try Starter
Popular

Team

CA$49/mo

For growing teams with reviews

  • 5 users + roles
  • Unlimited budgets
  • CSV/Excel export
  • Priority support
Choose Team

Company

CA$99/mo

For multi-department setups

  • 15 users + SSO
  • Custom fields
  • API access
  • Dedicated channel
Talk to us

All amounts in Canadian dollars (CA$). Applicable taxes extra.

Get a quick walkthrough

Tell us a bit about your team and how you handle records today. We’ll reply with a short demo and a practical checklist.

  • Response during business hours
  • No hard sells — just a clear overview
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FAQ

Is TallyBoardPro an accounting firm?
No. TallyBoardPro is software for organizing records and day-to-day controls. For formal filings or advice, please contact a qualified professional.
Can I export data if I leave?
Yes. You can export entries, categories and summaries to CSV or Excel from your settings.
Where is TallyBoardPro available?
We currently focus on Canada. If you’re from another region, reach out and we’ll share timelines.
What support is included?
Email support for all plans during business hours. Team and Company plans include faster response targets.