Collections agent
Keep good payments moving.
Track what is outstanding, prepare a relevant follow-up and check the balance again before any reminder.
Permission and approval before sendingNewCollections agent — design preview with synthetic data
AI agents for everyday financial work
Your platform.
Their finance team.
Embed receivables, payables and expenses agents in the product your businesses already use. They prepare the work. People approve it.
An early design preview with synthetic data. Payments, sending and agent actions are not live.
Sample data · Design preview
Bramble & Co.
Invoice INV-1042 · 21 days overdue
Collections agent · proposalSample
£700.00 outstanding
£1,200.00 − £500.00 = £700.00
Human review before sendingAwaiting your review
Agent workflows in developmentExplore the agent design
Three steps.
A person decides.
Tallylane sits inside your platform. Agents read the records, prepare the next step and wait for the people who own the decision.
Connect
Embed the workspace in your platform through the API, under your brand.
Set policy
Choose roles, reviewers and what each agent is allowed to prepare.
Review and act
Every proposal arrives with its evidence. A person approves the action.
One financial thread
Invoices, payments, documents.
Bring the next step into focus.
Your businesses shouldn’t have to piece the work together. Start with a question. See the evidence behind the answer.
Ask Tallylane · Sample data
What should I follow up today?
Reading sample invoices, payments and history…
Two balances need a closer look.
INV-1042 · Bramble & Co.Part paid · gentle reminder
£700.00Review neededINV-1038 · Alder WorksOverdue · check the history
£450.00Review neededNothing is sent until you approve each draft.Explore the review preview
A team behind the everyday.
Less work to manage.
More help to move it forward.
Specialist agents are the heart of Tallylane: understanding the task, preparing the next step and carrying out permitted work within the policies each business sets.
Designed around evidence, permissions and reviewDesign preview
Document agent
Keep the evidence close.
Classify documents, identify missing items and prepare a request with the business context attached.
Human review before any external contactReconciliation agent
Connect the payment to the record.
Suggest matches using payment and invoice evidence. Keep ambiguous matches visible for a person to resolve.
No silent posting of uncertain matchesFinance orchestrator
Bring the right help together.
Read the financial picture and coordinate specialist recommendations so the business sees one coherent next step.
Every tool respects business permissions and policyPayables agent · Expansion
Give every bill a clear path.
Read supporting evidence, flag details that need checking and route a proposed action to the right reviewer.
Independent approval for financial commitmentsUnderstand the taskPrepare the next stepCheck policy & approvalAct & record the outcome
Less scattered. More settled.
Make financial work
feel like it belongs.
From the first invoice to the final record, each step should make the next one easier.
From sent to settled.
A clear path from invoice to payment. Bring outstanding balances, thoughtful reminders and payment matching into one flow.
First workspace preview
- 1Create an invoice
- 2Review a reminder
- 3Confirm the payment
- 4Match the records
Built to fit, not interrupt.
Their business.
Your experience.
One financial thread.
Your customers already trust your platform. Tallylane is designed to bring financial workflows into that relationship — with your brand, their business context and clear permissions.
Explore the approach01
Your platform
Your brand. Your customer relationship.
02
Their business workspace
The right people, in the right business.
03
Financial work, connected
Invoices · Payments · Records
The product architecture we are building towards.
1
Connected financial thread
0
Silent decisions on uncertain matches
100%
Sample data in these previews
You
A person in every loop
Clarity is a feature.
Helpful by design.
Careful with the details.
AI should make financial work easier to understand. Important decisions need context, evidence and a person in control.
A balance with a reason.
Keep invoice totals, allocated payments and outstanding balances distinct. Every figure should lead back to its source.
A suggestion before an action.
Show the proposed next step, why it matters and who needs to review it. Give people the information to decide.
The right view for each role.
Business owners, bookkeepers and partner teams need different access. Business boundaries belong in every workflow.
Bring the pieces together.
A workspace that respects
the tools around it.
Stripe
Payment integration
Test setupXero
Accounting integration
In preparationPostgreSQL
Financial data foundation
Connected foundationIntegration development is in progress. Provider workflows are not available to customers yet.
A few useful answers.
Good questions.
Clear answers.
Who is Tallylane for?
Tallylane is being built for small businesses and the platforms that serve them. Embedded distribution is the starting point; a standalone workspace can use the same financial core.
What can I try today?
You can explore the workspace design preview with synthetic invoices, payment balances and reminder review. It does not connect your business data, send messages or move money.
Will AI make decisions on my behalf?
The design starts with suggestions and human review. Future actions will require explicit permissions, policy checks and an auditable approval flow.
Are Stripe and Xero available yet?
We are preparing the test integrations. Seeing a provider name here does not mean a live customer integration is available. Payment ownership and the Xero commercial model remain open product decisions.
The work behind the business.