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Tally connections

Give Tally the Tools You Already Use.

Tally already works inside your books. With a Zapier connection, she can also read mail, check calendars, pull tasks, and bring files into the workspace when the books need them.

Start FreeSee How It Works
Only $20 per month · Tally's AI use is included

Outside the books, still in reach

She finds what the books need.

You

Connected appsGmailCalendarTasksDrive

Tally · Gmail

Searching your Gmail for First National and March…

  • ✓Found First National · Mar 2026 statement.pdf in Gmail
  • ✓Saved the PDF into Files
  • ✓Back to the books with the statement in hand
01

One Zapier Connection, Many Apps

Connect Zapier once. Turn on Gmail, Calendar, Tasks, Drive, or whatever else your day needs.

02

She Uses Them Mid-bookkeeping

Not a separate integration console. She can check mail, calendar, or tasks while coding, reconciling, or chasing what is missing.

03

You Choose What She Can Reach

You pick the Zapier apps and actions. Write actions only if you enable them.

Through Zapier

Connect the apps your day already runs on.

One Zapier connection in Tally. Turn on Gmail, Calendar, Tasks, Drive, or whatever else your day needs. She works with those tools in plain language.

GmailGoogle CalendarGoogle TasksGoogle DriveSlackOutlookMicrosoft TeamsNotionAsanaTodoistDropboxHubSpotStripeAirtableGmailGoogle CalendarGoogle TasksGoogle DriveSlackOutlookMicrosoft TeamsNotionAsanaTodoistDropboxHubSpotStripeAirtable
AirtableStripeHubSpotDropboxTodoistAsanaNotionMicrosoft TeamsOutlookSlackGoogle DriveGoogle TasksGoogle CalendarGmailAirtableStripeHubSpotDropboxTodoistAsanaNotionMicrosoft TeamsOutlookSlackGoogle DriveGoogle TasksGoogle CalendarGmail

Inside LedgerHQ

The Books Are Only Half the Job

Bank activity lands in LedgerHQ. The missing piece often lives somewhere else: an emailed statement, a calendar reminder, a task list, a shared Drive folder.

LedgerHQ financial overview with completed bookkeeping work
See the books, the work, and the result in one place.

How It Works

Connect the Work Around the Books.

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

01

Zapier Is the Bridge

You connect Zapier in Tally. The apps and actions you enable there show up for her. If you already pay for Zapier, that is enough.

  • Gmail for statements, answers, and attachments
  • Google Calendar for what is due
  • Google Tasks for open work still sitting on you
02

Everyday Work, Not Just Accounting Software

Ask her the way you would ask a bookkeeper who also has access to your tools.

03

How It Works

Open Tally connections, connect Zapier, and turn on the apps and actions you want her to use. Then ask her in plain language.

  • Connect Zapier in Tally
  • Turn on the apps and actions you want
  • Ask Tally in plain language

The Difference

See What Stays in Motion.

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

Everyday Work Around the BooksTodayLedgerHQ
Finding emailed statementsYou leave the books and hunt through email yourself. Tally can search the connected mailbox and bring the PDF in.
Calendar deadlinesSit outside the books until someone remembers them. Tally can check the connected calendar while she works.
Files sitting in DriveDownload, re-upload, then start over. Tally can pull a linked file into Files and keep going.
Open tasksTracked in another app with no link to the books. Tally can read the connected task list in plain language.

Questions, Answered

Straight Answers About Connections.

Do I need Zapier?

Yes, for these outside apps. Connect your own Zapier account in Tally, turn on the apps and actions you want, and she can use them. LedgerHQ does not replace a Zapier subscription.

Which apps can Tally use?

The ones you enable through your Zapier connection. Start with Gmail, Google Calendar, Google Tasks, and Google Drive. Slack, Outlook, Notion, Asana, and the rest of your Zapier apps can be added the same way.

Can Tally send email or change my calendar?

Only if you enable those write actions in Zapier. You control what is available to her.

Is this the same as connecting my bank?

No. Banks connect through Plaid into the books. Zapier connects the everyday tools around the books — mail, calendars, tasks, files, and similar apps.

Only $20 per month

Connect the Work. Keep Tally Moving.

No contracts. Tally's AI use is included.

Start Free