Talisman
Automates month-end close by connecting to the general ledger, categorizing transactions, suggesting rules, and facilitating team collaboration.
This platform automates the most time-consuming parts of month-end close by connecting to a company's general ledger, categorizing transactions, and suggesting rules, aiming to close books up to 3x faster without compromising accuracy or control. It sells to accounting firms and finance teams, particularly those serving multiple clients, and is positioned as a solution that augments existing ledger software with AI-driven suggestions and team collaboration features. The delivery model is a SaaS platform with enterprise pricing and hands-on support.
Key features
- Connect to QBO or Xero in under 5 minutes
- Categorize 90% of transactions without edits
- Automate edge cases with increased rules capabilities
- Review AI suggestions with data-backed reasoning
- Collaborate on transaction categorization versions
- Built-in time tracking for project management
- Weekly collaboration calls with support team
- Workflow mapping to eliminate bottlenecks
- Personalized onboarding and rapid-response help
- ROI calculator for potential savings
- No social media activity within the last 30 days
GTM channels
- Blog
ICP
- Finance accounting teams
- Mid market companies
- Enterprises