LedgerHQTally
9 articles
Tally AI bookkeeperUnderstand Tally conversations, Activity, files, guided startup, safety controls, and guarded bookkeeping actions.Configuring Tally settingsConfigure Tally's duties, authority, schedule, communication handling, included usage, and company boundaries.Give Tally your other apps with ZapierConnect a Zapier MCP server in Tally Settings so Tally can read Gmail, Google Drive, Slack, and thousands of other apps, and direct a message at one app with the slash menu.Tally decisions and authorityUnderstand what Tally can do herself, when she asks for input, and how hard-stop decisions are audited.Tally automations and ActivityUse Activity to supervise Tally jobs, automation runs, waiting items, pauses, retries, and run-now actions.Tally evidence attachmentsAdd images, PDFs, CSV/XLSX spreadsheets, ZIP packages, and existing LedgerHQ files so Tally can inspect evidence safely.Tally and supportUnderstand Tally package access and know how to get staff support when review is needed.Create a LedgerHQ support ticketAsk Tally to open a ticket with safe evidence, then track its status in the Tickets tab.Report an unexpected change to the booksStop, capture the exact scope, and send support the evidence needed to investigate a change no one on your team made. All collections