Quiet ops.
Only the exceptions a founder must approve.
Tallymark is the AI ops for founders — a quiet bookkeeping layer beneath QuickBooks, Gmail, Slack, Notion and Linear. It drafts a weekly brief, surfaces the exceptions a founder must sign off on, and routes everything else away so you get paid faster.
Have a question first? See /faq →
- 1–5
- exceptions/day, on average
- 79
- dollars per month, free first
- 5
- tools already connected
- Review
Cash
Stripe payout landed 5 days late — review AR aging.
- Review
Vendor
Notion AI raised seat charges in clause 6.2. Reply or escalate?
- Review
Deadline
Linear · migration milestone 2d past at-risk. Re-baseline?
Outcomes
Three things Tallymark surfaces that a founder has to sign off on.
Not a digest — a named, observable exception each time, in one of three bins: cash, vendor, deadline. What a buyer would scan in five seconds, with the two next moves already attached.
A vendor replies outside last week’s contract clause — surface, draft a reply, ask to escalate or send.
A milestone slips past its 7-day at-risk mark — surface once, with the three blocking tickets, asking for a re-baseline.
A cash position shifts two weeks earlier than forecast — surface, name the cause, ask for sign-off in 20 seconds.
Four pillars
Four things Tallymark does, every week, in the background.
Each pillar is a single outcome a founder cares about, written the way a buyer describes it. Read them in order; the page is laid out that way for a reason.
Overdue invoice chasing
Tallymark drafts and sends the follow-up on every unpaid invoice so you get paid faster.
Cash-risk flagging
Watch QuickBooks daily. Surface the cash crunch the moment it appears, not at month-end.
Weekly ops brief
One weekly summary. Every exception. Nothing else.
Quiet layer · noise reduction
Slack threads, FYI CCs, vendor auto-replies — all filtered. You see only the exceptions a founder must approve.
What you actually see
Three kinds of exception. Each one is something you can sign off in 20 seconds.
The point of Tallymark is not “brief the founder more”. It is the opposite: a sharper signal under the noise. We only route cash, vendor, or deadline exceptions — the three cognitive bins where a human founder has to make a decision.
Q2 runway shifted two weeks earlier than forecast.
Stripe payouts landed a week late; QuickBooks caught AR going past 90 days for a $14k account. Both surfaced for sign-off. You approve a new collection email and Tallymark drafts it.
What you skip
The unread list stays unread.
Pilotier, Agentra, Marblism and Copilot all market themselves as “the founder's AI ops layer”. The metric they cite is volume — weekly reports, daily digests, briefings. Tallymark's metric is the opposite: how many pieces of noise don't reach you because a human doesn't need to.
Quiet matters more than loud. Below is what a typical week sounds like with Tallymark routing the exception load, instead of a chatty weekly report.
Field notes on what we're learning routing this signal live on /blog →
Another "weekly all-hands" recap.
Nothing in it needed you specifically.
12 Slack threads about a savings tier.
A teammate is on it. No money, no vendor, no deadline.
Three Linear sprint updates in a row.
Fluctuating motion in the noise band.
A Q&A churn report you already saw.
Same shape as last week; the exception is "no exception".
Integrations
Five tools. Probably the ones you already pay for.
Tallymark connects read-only on the tools small businesses already run on, and waits for an exception before it ever writes anything. The integration set stays small on purpose.
QuickBooks
Books
Gmail
Inbox
Slack
Comms
Notion
Docs
Linear
Engineering
One you add later
Forward to setup
Pricing
$79 per month.
After a free tier.
We sit at the low end of the AI-SMB stack by design. Agentra is the public reference at $249/mo, anchoring above us; horizontal copilots are bundled with suites, not standalone. The free tier is the same product, capped at a few connected tools.
- Connect your tools; no sales call, no setup fee.
- Read-only on day one; writes only when you approve.
- Cancel anytime — week-to-week is the deal we sell ourselves.
Or check /faq before you sign up.
- Price$79 / mo, free tier first$249 / moBundled with M365
- Inbound volumeExceptions only — 1–5/dayDaily digestEverything it sees
- Setup motionConnect tools and goSales callTenant setup
- What it routesCash · Vendor · DeadlineA broad AI ops briefEverything
See the head-to-head: /compare/tallymark-vs-pilotier · /compare/tallymark-vs-agentra · /compare/tallymark-vs-copilot →
Common questions
A few things founders ask first.
If yours isn't here, send a note via the contact form.
What counts as an exception?
A change in cash position, an in-flight vendor or contract change, or a deadline that has slipped past your own threshold. Everything else gets summarised, filed, or skipped.
Why only the books, inbox and project tools?
Early-stage SMB operations sit on top of those three surfaces. Watching more usually means watching less carefully, and signal drops.
Is this a replacement for my bookkeeper or VA?
No. Tallymark drafts and routes things for them and for you; you stay the one who signs off. It is a layer that lives between your tools and your inbox.
How is this different from Microsoft Copilot or Agentra?
Copilot surfaces everything in your tenant. Agentra gives you a daily briefing. Tallymark is built around what it does not bother you with — the wedge is routing, not volume.
Read every Q&A on /faq →
Connect five tools. Receive, on average, three exceptions a week.
Free tier first — see what Tallymark routes, what it skips, and whether the signal matches how you actually run the business. Upgrade when you trust it; or don't and walk away clean.
Or write directly via the contact form.