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For consultants, agents, contractors, freelancers and gig workers

Run your one-person business from your phone

Snap receipts, log miles, send invoices and keep every customer in one place. At tax time, hand your accountant one tidy pack. No accounting words, promise.

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14 days free with every Pro feature. No credit card.

What is Tallibook?

Tallibook tracks expenses, receipts, mileage, customers and invoices for one-person US businesses, then hands you tax-ready Schedule C reports for your accountant. It replaces the shoebox of receipts, the mileage notebook, the invoice template and the spreadsheet of clients with one app that fits in your pocket.

Everything is in plain English: “Money in”, “Money out” and “Yours to keep”. Behind the scenes, every category already maps to an IRS Schedule C line.

Tallibook at a glance

What it is
Expenses, receipts, mileage, customers, invoices and tax reports in one mobile-first app
Made for
Consultants, real estate agents, contractors, freelancers and gig workers in the US
Price
From $9/month. Annual plans get 2 months free
Free trial
14 days with every Pro feature, no credit card
After the trial
Read-only, never locked. You can always see and export your data
Taxes
Categories map to IRS Schedule C lines. Cash-basis. Tax pack for your accountant
Works on
Phone, tablet and desktop browsers. Installs to your home screen

Made for people who are the whole company

Tallibook speaks your language, down to what you call your work.

Everything in one place, nothing you don't need

Capture anything in under ten seconds. Tallibook does the sorting, the math and the reminders.

  • Every plan

    Snap a receipt, we read it

    Take a photo. AI pulls out the vendor, date, amount and a likely category. You just say yes.

  • Every plan

    Mileage that counts itself

    Log a trip in seconds, round trips and repeats included. Tallibook applies the IRS rate for the date you drove.

  • Every plan

    Money in, money out

    Every expense and payment lands in a plain-English category that already maps to a Schedule C line.

  • Every plan

    Bank statement import

    Upload a statement (CSV, OFX, QFX, QBO or PDF). We suggest categories, spot transfers and match receipts.

  • Every plan

    Forward receipt emails

    Your business gets its own receipts address. Forward an order confirmation and it shows up ready to file.

  • Every plan

    Tax season in one tap

    Profit and loss, Schedule C summary, mileage log and a tax pack your accountant can open without a login.

  • Solo and up

    Customers and your work

    Keep people, notes and your jobs, projects, deals or gigs together, with profit per job.

  • Solo and up

    Invoices that get paid

    Make an invoice in under a minute, add optional sales tax, send a link and see when it was opened.

  • Solo and up

    Recurring billing

    Weekly, monthly, quarterly or yearly charges. Solo drafts them for you to check; Pro can send them automatically.

  • Solo and up

    Follow-ups you won't forget

    Reminders tied to a customer, a job or a late invoice, all in one "Needs you" list.

  • Solo and up

    Add a contact by voice

    Say "Maria Lopez, 512-555-0134, met at the open house" or snap a business card. Review, then save.

  • Pro

    Meeting notes, written for you

    Record a client conversation and get a summary, notes and action items that become follow-ups.

How does Move to Tallibook work?

Bring your customers, recurring charges and open invoices with you, without retyping. Works with QuickBooks, Wave, FreshBooks, HoneyBook, Dubsado, Square, Stripe, Jobber, HubSpot, spreadsheets and PDFs.

  1. Export from your old tool

    Pick where you're coming from. We show the exact clicks to download your customers, invoices and recurring charges.

  2. Drop the files in

    Spreadsheets, CSV exports and even PDFs. Tallibook reads the columns and figures out what's what.

  3. Check one summary

    See every customer, open balance and recurring charge in one review. Duplicates are merged for you.

  4. Bring it in (or undo)

    One tap brings it all in. Changed your mind? Undo removes the whole import.

Included on Solo and Pro. Read the guide: how to move off QuickBooks without retyping.

How much does Tallibook cost?

Three plans, from $9 a month. Every plan starts with a 14-day free trial of everything, no credit card.

Pay yearly, get 2 months free

  • Starter

    Money out, sorted for tax time.

    $9/month

    or $90/year (2 months free)

    Start free trial
  • Best for most

    Solo

    Run the whole one-person business.

    $19/month

    or $190/year (2 months free)

    Start free trial

  • Pro

    For busy pros and small teams.

    $39/month

    or $390/year (2 months free)

    Start free trial

Compare every feature by plan

Free tools, no sign-up

Quick answers to the money questions every self-employed person asks.

Questions, answered

Straight answers. If yours isn't here, the free trial is the fastest way to find out.

What is Tallibook?

Tallibook tracks expenses, receipts, mileage, customers and invoices for one-person US businesses, then hands you tax-ready Schedule C reports for your accountant. It's built for people who'd rather not learn accounting: everything is in plain English, like "Money in" and "Money out".

How much does Tallibook cost?

Starter is $9/month ($90/year), Solo is $19/month ($190/year) and Pro is $39/month ($390/year). Paying yearly gets you 2 months free. There's no launch discount and no hidden fees.

Is there a free trial?

Yes. 14-day free trial with every Pro feature. No credit card. When the trial ends, pick a plan to keep adding things. If you don't, your account turns read-only. It is never locked: you can always see and export your data.

Does Tallibook do my taxes?

No. Tallibook keeps your records tax-ready: every category maps to a Schedule C line, and you get a Schedule C summary and a tax pack to hand to your accountant or type into your tax software. It doesn't file returns.

Can I bring my data from QuickBooks or another app?

Yes, on Solo and Pro. Move to Tallibook imports customers, recurring charges and open invoices from QuickBooks, Wave, FreshBooks, HoneyBook, Dubsado, Square, Stripe, Jobber, HubSpot, plus spreadsheets and PDFs. You review one summary before anything is saved, and you can undo the whole import.

Is there a phone app?

Tallibook is a web app built for phones first. Open it in your phone's browser and add it to your home screen; it then opens like an app. It also works on any desktop browser.

Can Tallibook take card payments on invoices?

Not yet. Invoices show your own "How to pay" instructions (Zelle, Venmo, check, ACH and so on), and you mark them paid in a tap. Online card payments are planned.

Does it work outside the US?

Not today. Tallibook is built around US taxes: Schedule C, the IRS mileage rate and US sales tax.

Make tax season the easy part

Start with a receipt or a trip today. By April, your accountant gets one tidy pack.

Start free trial

14 days, every Pro feature, no card.