Talisman

Founded by Chikomborero Chingaya in 2021

Reconcile transactions and automate month-end bookkeeping tasks with QuickBooks and Xero

Pricing model

Free Trial

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Talisman to speed up your month-end accounting close by connecting directly to your general ledger. It connects with QuickBooks Online and Xero to automatically categorize transactions and match receipts or invoices. You can build custom rules to handle recurring edge cases without manual data entry. Team members can collaborate by voting on categorizations and tracking time directly within the workspace. By providing transparent reasons behind suggested classifications, Talisman lets accounting teams eliminate repetitive review cycles and reconcile client accounts accurately.

What Talisman does

Connect general ledger accountsCategorize incoming bank transactionsMatch receipts to transactionsDefine custom categorization rulesReview and upvote transaction classificationsTrack time spent on client accounting workReconcile general ledger transactions with suggested categorizationsMatch invoices and receipts automatically to bank feed entriesCreate custom rules that adapt to recurring transaction edge casesCollaborate with team members through upvoting transaction classificationsTrack work time on client accounts directly within the workspaceConnect directly with QuickBooks Online and XeroDisplay transparent data reasoning behind auto-categorization suggestions