Talisman

Founded by Chikomborero Chingaya in 2021

Automate month-end book closing for accounting firms up to 3x faster

Cost

Demo

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Talisman to speed up month-end close for accounting firms by connecting to QuickBooks Online or Xero and automating transaction categorization, reconciliation, and document matching. It suggests automation rules based on your activity, lets your team collaborate on bank transaction categorizations, tracks time by project, and handles edge cases that normally require manual review. It also includes a built-in project management system so you can manage your team from the same workspace.

What Talisman does

Connect a client's QBO or Xero ledger to start reconciliationReview AI-suggested transaction categories before approvingCreate automation rules for edge-case transactionsRequest and attach client documents to matching transactionsTrack team time per project and clientCollaborate with teammates on disputed bank transaction categorizationsMonitor automation performance and refine rules over timeConnects to QuickBooks Online or Xero in under 5 minutesCategorizes 90% of transactions without manual editsAuto-suggests automation rules based on past activityLets team members vote on or create new transaction categorization versionsRequests, analyzes, and matches documents to transactions automaticallyShows reasoning behind each AI categorization suggestionBuilt-in time tracking tied to client projectsROI calculator that estimates time and cost savings

Tutorials & Demos

Frequently asked

Xero

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