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Short clips, about a minute each. Captions are on.
Getting started · 0:55 Create your account, tell Tallibook about your business, and find your way around in under a minute.
Read: Getting started with TallibookSnap a receipt · 0:25 Take a photo of a paper receipt and Tallibook reads the store, date and amount for you.
Read: Snap a receiptLog a trip · 0:32 Record a drive for work and see your mileage deduction add up.
Read: Log a tripRecord money in · 0:33 Log a payment you received, like a check or a transfer, so your income is always up to date.
Read: Record money in (commissions, payouts, cash)Add a customer · 0:31 Save a new customer with just a name, plus a phone number and email if you have them.
Read: Add a customerAdd a contact by voice · 0:35 Just say who you met and Tallibook fills in the new contact for you to check and save.
Read: Add a contact by voice, business card or pasteSend an invoice · 0:35 Make an invoice for a customer, send it by email, and see when it's opened and paid.
Read: Make and send an invoiceSet up recurring billing · 0:29 Bill a customer the same amount every month (or week, quarter or year) without lifting a finger.
Read: Set up recurring billingImport a bank statement · 0:42 Bring in a statement from your bank, then sort each line as business or personal with one tap.
Read: Import a bank or card statementForward email receipts · 0:34 Forward receipts from your inbox to your private Tallibook address and they file themselves.
Read: Forward email receipts to TallibookMove to Tallibook · 0:29 Bring your customers and monthly charges over from another app or a spreadsheet, without retyping.
Read: Move to Tallibook from another appRecord a meeting · 0:43 Record a conversation with a customer and get notes, decisions and follow-ups written for you.
Read: Record a meeting and get AI notesGet your tax season pack · 0:35 Download everything your accountant needs in one zip, or send them a secure link.
Read: Get your tax season pack
Still stuck?
Email us at hello@tallibook.com and tell us what you were trying to do.