Automated 990 & Audit Prep
Tallyview connects to your accounting system, classifies transactions into 990 categories, catches errors early, and keeps an independent compliance record that funders and auditors can check.
At a glance
Connects to QuickBooks, Xero, Sage Intacct, and 20+ others. No data migration.
Sorts your transactions into 990 categories as they come in.
Each classification gets recorded on the Tallyview Accountability Chain. You can point auditors and funders to it.
You get a Tallyview Verified credential you can include in grant applications.
One integration. Your compliance stays current. Funders and auditors see verified summaries.
The Platform
Tallyview connects to your accounting system and turns financial activity into classified, verified data. We process it, then record commitments on the Tallyview Accountability Chain so funders and auditors can verify the results.
QuickBooks, Xero, Sage Intacct, NetSuite, and 20+ others
Transaction classification, error detection, cross-org benchmarking
Tamper-proof audit trail, compliance rules, entity relationships
Your dashboard: compliance scores, 990 progress, audit readiness. Funders and regulators see verified summaries.
The Credential
A credential that shows your organization's financials are verified on an ongoing basis. You can reference it in grant applications. Board members can use it for D&O coverage. Donors can look it up before they give. Auditors use it to narrow audit scope.
The credential sits on a shared, tamper-proof record anyone can check.
Tallyview Verified
Ongoing attestation
Who We Serve
Tallyview gives foundations, regulators, and auditors verified financial summaries from the organizations they oversee.
How It Works
Link your accounting system. Takes a few minutes. Nothing to migrate.
Transactions get sorted into 990 categories and compared to similar orgs.
Classifications and compliance states get written to the Tallyview Accountability Chain. That record is independent and permanent.
Funders, board members, and auditors can check your verified record directly.
Connect your accounting system in minutes and keep your books audit-ready all year.