Tally: AI for audit
Summary
Long hours, burnout, and lack of career growth have further fueled high turnover, according to a recent NPAG study.With rising client demands and fewer accountants, firms are under pressure to improve efficiency. While many accounting firms have turned to offshore outsourcing to manage workloads and cut costs, quality issues and oversight remain a large concern.Were building AI agents that seamlessly integrate into the tools firms already useExcel, internal software, work paper and binder software, case management systems, file systems, email, and analytics platformswithout disrupting existing workflows. Tally agents operate across browser and desktop environments, dynamically pulling data from various sources, validating and extracting documents, coordinating with teammates, and preparing deliverables.For example, an auditor can ask Tally via Teams to perform a first pass review of a clients financial statement. Tally retrieves the trial balance, financials, and PBC files, validates data for completeness, ties line items to supporting work papers, checks against audit standards, flags variances, and delivers a summary with tie-outs and issues for review by an audit senior.Tally isnt just a toolits a 10x teammate, helping accounting teams be more efficient while maintaining the highest quality standards, so teammates can focus on higher-risk, more complex tasks that require their hard-earned expertise and judgment.Rami was most recently a product lead at Rippling (spend platform, growth, and AI, accounting, global payroll), plus product at Compound (investment products) and DoorDash before that. He taught himself to code at 10, built multiple mobile apps to 1m+ MAUs, and started and exited a payroll software startup before entering college (CS at the University of Calgary).Wed like to talk with more accounting firms!