Small business command center
Inventory, customers, invoices and projects. One clear command center.
Stop juggling five tools. Tallyhelm brings stock, clients, billing and tasks together, with AI that handles the follow-ups for you.
Takes you to sign-up.
Cash owed to you
$10,430.25
Low stock
- Copper elbow 3/4"6 left
- Shop towels, case3 left
Due today
- Call Harbor Street about INV-1048
- Approve reorder from Tidewell
The screens
Money owed and stock on hand, side by side.
Invoices that chase themselves
Every invoice shows one status: draft, sent, overdue or paid. Overdue ones surface on your Today screen, and the AI drafts the follow-up so you only have to approve it.
Create my account-
INV-1048
Harbor Street Hardware
$4,820.00Overdue -
INV-1049
Pinecrest Plumbing Co.
$1,265.50Sent -
INV-1050
Alder & Finch Interiors
$3,180.00Paid
Inventory that tells you when to reorder
Set a reorder point per item. When stock drops under it, the row is flagged and shows up beside the cash you are owed, so buying decisions and billing sit in one view.
- Copper elbow 3/4" 6 20 Reorder
- PVC cement, 8 oz 48 24
- Shop towels, case 3 10 Reorder
Illustrations use sample figures.
Simpler than an ERP. Sturdier than a spreadsheet.
Where stock lives
A spreadsheet someone updates on Fridays
One inventory table with reorder flags
Who owes you money
Digging through the accounting app
Cash owed on your Today screen
Customer history
A CRM you stopped opening
Customers linked to their invoices and projects
Follow-ups
Sticky notes and memory
AI drafts them, you approve
Cost and setup
Five subscriptions, five logins
One account, priced for owners, not IT departments
Tallyhelm is the command center for small businesses that have outgrown spreadsheets but do not want an ERP.
Inventory, customers, invoices, projects and tasks in one place, with AI handling the follow-ups.
Questions owners ask first
Who is Tallyhelm for?
Small business owners and operators in retail, trades and services who currently split work across accounting software, a CRM, a task tool and spreadsheets.
Is this an ERP?
No. It covers inventory, customers, invoices, projects and tasks in one clear view, without the module sprawl and consulting projects an ERP brings.
What does the AI actually do?
It handles follow-ups: drafting reminders for overdue invoices and flagging items to reorder. You review before anything goes out.
Can I look around before I commit?
Yes. Create an account and open the app screens, which come with sample data you can clear.
Run your whole business from one desk.
Takes you to sign-up.