Our Story

We believe financial independence
shouldn't require a financial advisor.

Tally is built by a small team of passionate builders on a mission to put professional-grade financial planning into the hands of everyone.

The problem we couldn't ignore

Most people have no clear answer to the most important financial question of their lives: when can I stop working?

They cobble together spreadsheets, guess at tax rates, and hope a basic retirement calculator is close enough. Meanwhile, the tools that actually work — the ones that model taxes, debt payoff, investment growth, and real-world complexity — are locked behind thousands of dollars in advisor fees or software licenses designed for professionals.

We thought that was unacceptable. So we built something better.

Built for you, not your advisor

Every screen, every feature, and every decision in Tally is designed for real people managing their own money. No jargon walls. No certifications required. If you can use a banking app, you can use Tally.

Power without complexity

Tally connects your accounts, categorizes your spending with AI, builds budgets, and runs a lifetime forecast with full tax modeling. The same caliber of analysis that costs thousands from an advisor — available to everyone.

Your data, your future

Model any life change before you make it. New job, early retirement, buying a home, paying off debt — see exactly how each decision reshapes your financial trajectory. Plan with confidence, not guesswork.

Financial independence is not a luxury — it's a right. And the path to get there should be clear to everyone, not just those who can afford to hire someone to draw the map.

Who we are

We're a small, focused team of builders — engineers, designers, and financial thinkers who got tired of watching people fly blind with their money. We've spent our careers building technology that solves real problems, and we believe the biggest unsolved problem in consumer finance is this: most people have no idea if they're on track.

Tally is our answer. Not a toy calculator. Not a budgeting app you'll abandon in three months. A complete financial planning platform that grows with you, learns from your data, and gives you a real picture of your future.

We're building it with obsessive attention to detail, because your financial life deserves nothing less.

Our commitment

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Relentlessly useful. Every feature earns its place by helping you make better decisions.

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Honest by default. We show you what the numbers say, not what you want to hear.

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Secure without compromise. Bank-grade encryption, hardened infrastructure, and zero access to your credentials.

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Built in the open. We listen, we iterate, and we ship. Your feedback shapes what Tally becomes.

Ready to see your financial future with clarity?

Get started with Tally

Tally is a forecasting and planning tool — not financial advice. We don't manage money, recommend investments, or provide tax guidance. Always consult qualified professionals for financial, tax, or legal decisions.

Tally is a GoodWell Venture Partners company.