Company requests

Get Answers Without Chasing Emails.

Tally asks for what is missing, tracks the answer, and picks the work back up.

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Only $20 per month · Tally's AI use is included

Tally, unblocking herself

She asks the one question holding things up.

July reconciliation · Operating Checking

Working

Tally asks whoever has the answer and picks the work back up the moment it arrives. Nobody keeps a chase list.

9:41▮▮▮

TTallyLedgerHQ

Ask About Something Specific

The request is tied to the transaction, account, statement period, or decision holding up the books.

Know Who Owes the Next Move

See at a glance whether a request is waiting on the company owner, Tally, or your firm.

Tally Follows Through

Tally can raise requests, read replies, follow up, and resume the bookkeeping work the answer unblocked.

Watch the follow-up happen

Tally Asks the Company Owner, Then Picks the Work Back Up.

The request, the reply, and the blocked bookkeeping resuming from it.

2 min 12 secSee every walkthrough

Inside LedgerHQ

Ask for Exactly What Is Missing

Instead of a vague “we need more information” email, the request names the transaction, the statement, the document, or the decision that is holding up the books.

Tally following up with a business owner about the books — The question, the answer, and the work it unlocks stay connected.

How It Works

Ask Once. Keep the Work Moving.

The work stays connected inside the same books, ready for you to review.

One request. One continuous thread.

July reconciliation · Operating Checking

Waiting for statement

Tally asks

The question stays with the work.

The owner replies

The answer returns to the same thread.

Tally finishes

The bookkeeping picks up where it stopped.

Request thread

Visible to your firm and the company owner

Tally · 9:42 AM

Please upload the July statement for Operating Checking ••••3308. I'll finish the reconciliation when it arrives.

Company owner · 10:08 AM

july-2026-statement.pdf

Work linked to this request

Reconcile Operating Checking

Paused at the exact step that needs the statement.

Request and bookkeeping stay connectedWaiting

The Difference

See What Follow-Up Stops Costing.

See what stays on your plate today and what LedgerHQ takes over.

Chasing Missing InformationTodayLedgerHQ

Asking the company ownerA personal email, outside the books. A request attached to the transaction that is blocked.

Tracking who owes whatA spreadsheet, or somebody's memory. Requests show whether the company owner, Tally, or your firm is next.

When the reply arrivesSomeone has to remember what it unblocked. The reply updates the work state and Tally can resume.

Questions, Answered

Straight Answers About Requests.

Can Tally follow up for missing bookkeeping information?

Yes. Tally can create and send supported requests to approved company owners, read the replies, follow up, and then resume the bookkeeping work the missing information was blocking.

What happens when the company owner replies?

The reply returns to the request thread, updates the work state, and can wake Tally to continue the blocked task.

Who can receive a request?

Approved company recipients only. Delivery and reply history stay attached to the request.

Are requests available on mobile?

Yes. Both the accountant and company-owner mobile experiences include supported request workflows.

Only $20 per month

Get the Answer and Finish the Work.

No contracts. Tally's AI use is included.

Start Free