Plans and pricing
Compare client capacity, team access and storage as your practice grows. Questions first? Book a 30-minute demo.
Try it free for 30 days. No card required. Your trial starts on the plan for the clients you look after: Starter for up to 25 clients, Practice for up to 100 and Firm for more. Choose a plan in Billing; otherwise your practice moves to Free.
For a practice starting out, with its team and clients working together.
Up to 5 staff · up to 5 clients · 2 GB storage · 100 pages read each month
R 0
No monthly fee
For a practitioner with a handful of clients, sending approved documents to their accounting system.
R 249/month
Billed monthly.
Everything in Free, plus:
For a small practice ready to send approved documents to its accounting system.
R 490/month
Billed monthly.
Everything in Solo, plus:
For a growing team, with payments matched to their slips.
R 1,290/month
Billed monthly.
Everything in Starter, plus:
For an established firm that needs more capacity and priority support.
R 2,990/month
Billed monthly.
Everything in Practice, plus:
For a practice with more than 300 clients: everything in Firm, priced for your size.
R 4,990/month
About this, billed monthly.
10,000 pages read each month · 417 GB storage
For your own business
Collect your own receipts, invoices and statements, check every figure against the original, and approve purchases before they reach your accounting system.
One business, 2 users, 5 GB storage and 150 pages read each month.
R 149/month
Billed monthly.
Try Own business for 30 days. A subscription is required after the trial to keep using your workspace.
FAQ
Every plan includes pages each month, with assisted reading and coding. Each page of a document or bank statement counts once, when Tallied Books first reads it and fills in what it found. Reading it again doesn’t count, and neither does a duplicate or a file that can’t be read.
Past your plan’s pages, and for extra storage on paid plans, prepaid credit pays at your plan’s rates. Credit never expires. Your pages and rates are shown in Billing.
Nothing you already have is taken away. Past your plan’s pages, new documents are kept and wait until you add prepaid credit or the next month starts, then they’re processed in the order they arrived. To add a client or a member of staff past your plan’s limit, change plan or deactivate one first. When storage is full, new uploads wait until you add storage or change plan; existing documents stay available.
In advance, monthly or yearly, by card through Paystack. Every plan renews on the 1st of the month; one started on another day pays for the days until then on its first invoice. Prices are in rand.
Yes, at any time, from Billing. A paid plan runs to the end of the period you have paid for, and a practice can move to Free. The terms of service have the details.
Practices move to Free unless you choose a paid plan. Own-business workspaces need a subscription to keep processing after the trial; without one, they become read-only. No card is needed to start either trial.
From a phone or a computer: they take a photo or choose files and send them, through an upload link that needs no password, or signed in to the Tallied Books app for iPhone, Android or the web. Everything clients see carries your practice’s name and colours.
Supported PDF layouts cover FNB, Nedbank, Investec, Capitec, Discovery, Standard Bank and Absa. You can also upload CSV, OFX and MT940 files. Statements are checked before confirmation; an unfamiliar layout or a failed check needs a person’s attention.
Xero supports draft bills and bank payments, with the original attached. Confirm compatibility with your Sage product before choosing a plan; bank-payment export is currently available for Xero only. Bank statements are downloaded, never posted to either system.
Yes. Email support@talliedbooks.co.za with your question, whether it is about your accounting system, your bank’s statements or moving your clients across.