CRM & sales
Manage leads, customers, conversations, estimates, proposals, opportunities and follow-ups without maintaining a separate customer database.
Tallova brings your customers, daily work, invoicing, expenses, accounting, projects, inventory and business Autopilot into one organized workspace, so the operation and the books stay connected.
Create a free account, then request a one-time demo workspace from inside Tallova. No card required.
From the first lead to the final payment, Tallova keeps customer activity, operational work and financial records in the same business history.
Manage leads, customers, conversations, estimates, proposals, opportunities and follow-ups without maintaining a separate customer database.
Create invoices, track balances, record payments and follow overdue accounts while the accounting stays in step.
Capture spending, attach receipt evidence, organize bills and keep money-out activity ready for review.
Run double-entry books, reconciliation, journals, financial statements, cash-flow views, budgets and close workflows from the same records.
Plan work, track time and costs, schedule appointments and connect completed work directly to billing and profitability.
Track products, stock, purchase orders, receiving, supplier activity, valuation and margins alongside the rest of the business.
Bring appointments, deadlines and important business dates into one calendar so the team can see what is coming next.
Give people the access they need, route important decisions for approval and preserve a clear history of consequential changes.
Support reconciliation, close review, workpapers, journals, client requests, exports and year-round collaboration with finance professionals.
Each plan combines the connected tools your team needs (customers, work, money, reporting and automation) inside one subscription. Pick the plan that covers what you need and Tallova shows the included usage and any approved overage rate before you buy.
Compare the live plan cards by business stage, seats, storage and included capabilities.
Bring your customers, services, invoices and books into one organized operating record.
Email, banking, messaging and payroll providers remain in your control and are connected only with your approval.
Move to the next plan when the team, automation or included usage grows, not because your records are trapped in separate tools.
Clear costs: your Tallova subscription covers the plan capabilities and stated allowances. If you connect an external messaging, payroll, banking, or payment provider, that provider may charge you separately under its own agreement; Tallova shows that requirement before you connect. If you take a phone number from Tallova instead, the number and the calls and messages on it are paid from a phone balance you top up: your plan's included messages and minutes are used first, and anything past them comes out of that balance at the rates shown in the app before you spend anything. You can see the balance, every charge and what it was for at any time. There are no surprise feature add-ons.
Autopilot watches the records already inside Tallova, identifies what needs attention and turns repeatable work into controlled, reviewable actions.
See overdue money, unbilled work, upcoming commitments, missing evidence and operational exceptions.
Bring the highest-value and most time-sensitive items to the top instead of making you hunt through reports.
Explain the next step and keep the supporting business records attached so a person can review the reason.
Automate appropriate repeatable work while important financial and business decisions remain controlled.
Start the day with a prioritized view of what changed, what needs attention and where action can improve cash flow or execution.
Surface overdue invoices, completed work that has not been billed and other places where earned revenue may be getting missed.
Keep customer commitments and approaching deadlines visible before they become missed promises.
Record important decisions, expected outcomes and review dates so the business can learn from what actually happened.
Use outstanding balances and scheduled obligations to understand what is likely to come in and go out next.
Keep recommendations, approvals, outcomes and reversals visible in one operational history.
Email works the moment you connect your own mailbox. Texting and calls are there when you want them: bring a number you already own and Tallova will set it up, or ask Tallova for a number. WhatsApp needs a WhatsApp sender approved in your own business name, so that one you bring yourself.
Send invoices from your own address, and read the replies. A customer answering an invoice lands in your inbox here and becomes a proposal to approve. Connect your mailbox and it works. Nothing else to register.
Messages and voice notes sit beside the customer, job and invoice history your team already uses. With an AI provider connected, a voice note is transcribed and read like any other message. WhatsApp runs on a sender approved in your own business name, which you connect yourself.
Send visit reminders, updates and replies by text, and read what comes back. STOP is honoured the moment it arrives, on operational messages as well as marketing.
Once a number is on your workspace, Tallova picks up, asks the caller what they need and turns what they say into a proposal for you to approve. Ask for a number in the app and Tallova sets one up for you, then tells you in the app when it is live. A missed call is texted back automatically.
Email needs only your own mail server. For texting and calls you have two choices. Bring a number you already own: give Tallova the carrier account it sits on and Tallova points it at the right places for you, the number stays yours, and you keep paying your carrier directly for it. Or ask Tallova for a number: Tallova buys it, configures it and hands it over working, and the monthly rental and the usage past your plan's allowance come out of a phone balance you top up. Numbers from Tallova are not available in every currency yet, and the app tells you plainly if yours is not one of them. In some countries, including the United States, texting requires carrier registration before messages will deliver; Tallova gives you the steps after you sign up. Nothing is sent without the connection and permissions you choose.
Everything that reaches Tallova from outside, whether a message, a call, a receipt or a customer's own software, becomes a proposal you approve, never an entry that appears on its own.
Each proposal shows the original evidence, what Tallova read from it, why, what is still missing, and the exact debits and credits it would write. Approving is what creates the record. Creating an internal job is the only thing that happens on its own, because it moves no money and contacts nobody.
Tallova re-checks that every journal balances, that receivables and payables agree with the invoices and bills behind them, that no invoice is overpaid, that costs reached the ledger and that stock never goes negative, and tells you what it found, in plain language, rather than waiting for year end.
Open any approved record and see the whole chain together: the message that caused it, who approved it and when, the record created, the journal lines, the receipt and the confirmation sent back to the customer.
Tallova works for independent professionals and growing teams that need customers, operations and accounting to stay connected.
Quotes, scheduling, jobs, time, expenses, customer history, invoices and payments in one workflow.
CRM, proposals, projects, time tracking, retainers, billing, profitability and receivables for service-led teams.
Products, purchasing, inventory, supplier costs, customer sales, expenses and margin visibility in one operating record.
Structured client review, reconciliation, journals, workpapers, requests, reporting and audit history across finance workflows.
Customer, project, invoice, payment and accounting records stay linked instead of being copied between disconnected tools.
Tallova helps prevent repeated imported or automated activity from creating duplicate business records and financial postings.
Your ledger, invoices, reports and documents are kept in your own currency from day one, including currencies with no minor unit, which most software rounds wrongly. Tallova prices its own plans in your money too.
Every invoice you send is also published as signed, machine-readable terms. Your customer's accounts-payable software can check the real balance, prove the terms came from you unaltered, and reply: pay now, pay in instalments, ask for a later date, query a line. Their software can ask. Only you can agree.
Important changes and approvals remain traceable so owners and finance teams can understand what changed and who changed it.
Bring existing business records into Tallova and export organization data when you need it.
Organize U.S. tax workpapers and supporting evidence. Electronic filing is not currently offered.
Run the full management experience securely from any modern browser.
A dedicated desktop experience is in development. Tallova is available now through the secure cloud workspace.
Open tallova.app in your phone’s browser and add it to your home screen. It gets its own icon and opens full screen, on Android and on iPhone, with no app store in the way. A native app is in development.
Employees clock in and out from Tallova using their signed-in account and browser location permission. Managers set each worksite and its allowed proximity radius, then review any exception before using attendance in a later payroll export.
Set each worksite and adjust its permitted arrival radius whenever operations require it.
Clock events record time, GPS accuracy, IP and device evidence. Out-of-range attempts are flagged for review instead of silently passing.
Attendance is reviewed first and never creates a payroll payment or invoiceable revenue automatically.
Work attendance is included in the Business plan and above. Employees must grant browser location permission to clock; managers control worksites and review exceptions.
Tallova quotes you in your own money and keeps your books in it: 152 currencies across 255 countries and territories, natively, rather than a conversion laid over a dollar ledger.
Where Tallova has set a price for your country, the pricing page shows it in your own money, chosen from your country automatically. That figure is what you pay. Everywhere else you see the plan’s own currency. Nothing is converted at checkout, and no exchange rate moves between the page and the payment. Once you subscribe, the price you agreed is the price you keep.
Your ledger, invoices, reports and PDFs are in your currency from the day you sign up, set automatically from your country. Your currency is your currency, not dollars with a rate applied, and not a display setting sitting on top of a dollar ledger.
A ¥1,000 invoice is a thousand yen, not ten. Tallova knows which currencies have no minor unit (yen, Ugandan and Rwandan shillings and francs, CFA) and rounds and stores them correctly, so a zero-decimal amount is never quietly given two. Software that assumes two decimal places quietly corrupts these amounts.
One business, one ledger. Tallova will decline an invoice in a currency other than your own rather than silently convert it at a rate nobody chose, and that refusal is part of why the books balance. Your country is worked out from a database on Tallova’s own server, so your IP address is never handed to an outside lookup service just to decide whether to print “$” or “₵”.
Current prices, billing intervals, trial periods and included plan capabilities are loaded from Tallova’s live subscription catalogue.
Retrieving current Tallova pricing.
For many businesses, Tallova can consolidate core CRM, invoicing, expenses, accounting, projects, time, jobs, inventory, scheduling, approvals and business reporting into one connected operating system.
It watches business records for important changes, prioritizes attention items, recommends next steps and automates appropriate repeatable work while keeping consequential decisions controlled and reviewable.
Yes. Tallova is designed for independent professionals, sole proprietors and side businesses as well as growing companies with teams.
Yes. Tallova includes import and export workflows so you can bring in existing records and keep control of your organization’s data.
Yes. Accounting and advisor workflows include reconciliation, journals, close review, workpapers, requests, reporting and structured collaboration.
No. Email is the channel that needs nothing but your own mail server, and invoices, quotes, reminders and replies all work through it. Text messages, WhatsApp and calls are optional. You can connect a carrier account in your own name, so the number stays yours and you pay the carrier directly, or you can ask Tallova inside the app to set up AI texting or the AI receptionist for you: a Tallova administrator provisions the number and switches it on within 24 hours, and you are notified when it is live. Where carrier registration is required, as for SMS in the United States, Tallova gives you the steps.
Both are yours. Tallova shows its plans in your country’s currency and charges exactly the figure displayed. Nothing is converted at checkout, and your price is fixed once you subscribe. Separately, your own books are kept in your country’s currency from the day you register, so invoices, reports and PDFs all come out in it. Tallova supports 152 currencies across 255 countries and territories, so wherever the business is, its books open in the money it actually trades in. It keeps one ledger per business, so it will decline a document in a different currency rather than convert it at a rate you did not choose.
Not currently. Tallova can support U.S. tax preparation workpapers and evidence organization, but it does not transmit returns.
Start with the records you already have and build a cleaner operating rhythm around customers, work, cash flow and decisions.