AI-Powered Bookkeeping and Practice Management Software

Fully automate month-end close for your firm's clients

Talisman is the first fully automated workflow tool that helps accounting and bookkeeping firms manage more clients, save time, and scale smarter. It automates repetitive tasks handled by junior staff, freeing up time for higher-value work.

Built by experts from leading companies:

Reduce time spent closing your client’s books while still ensuring accuracy

Your firm wants to increase revenue, but the team is at capacity. How can you increase revenue  without adding headcount?
You’ve tried the built-in automation tools in your ledger, but they’re too generic and don’t adapt to client’s unique needs.
With limited capacity, there’s no time to provide customer advisory services or take on new clients.

We built Talisman to help you automate month-end close, so you can provide better service & scale your firm with ease

Step 1

Categorization and reconciliation

Talisman learns your clients’ transaction patterns, categorizing expenses automatically. With a daily task list, you always know what needs your attention—so nothing falls through the cracks.

Step 2

Client context and document collection

Missing receipts? No problem. Talisman automatically requests documents from clients and makes uploads easy. AI extracts key details and writes them to the ledger according to your firm’s guidelines.

Step 3

Adjustments and error checks

Talisman continuously scans for errors—omissions, duplicate entries, and misclassifications—keeping every entry accurate. AI flags anomalies before they cause issues, so your firm can focus on decision-making instead of manual corrections.

Step 4

Report generation and review

Talisman automatically generates P&Ls and Balance Sheets with clear AI-powered explanations, giving you more time to focus on high-value advisory work. Clients get easy-to-read reports that help them understand their financials—without extra effort on your end.

Step 5

Final review and write to ledger

Talisman works like a junior accountant—preparing the books, flagging issues, and getting everything ready. You just review and approve, and Talisman writes the final entries to the ledger—no manual work needed.

Your close, fully automated

Talisman is your secret weapon to a faster, easier close.

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Support you can count on

Your success is our success. Automating with Talisman is easy, but if you need a hand, we’ve got you covered — whenever you need us.

Talisman is an award winning engineering and product team, backed by amazing investors on our mission to deliver great products and reduce the workload for firms everywhere.

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