AI Reporting, Forecasting and Custom Reports
Turn the numbers in QuickBooks or Zoho Books into charts, forecasts and reports people actually read. We connect AI reporting tools to your accounting data and build the reports you need. You or your accountant review them and decide what to do next.
Tell us how we can help
Submit the form below and we will reach out to you.
What we build
Data visualization
Clear charts and dashboards for sales, expenses, cash and profit.
Forecasting
Cash flow and revenue forecasts built from your own history.
Custom reports
Reports your accounting software cannot produce on its own.
Plain English questions
Ask things like "what did we spend on contractors last quarter?" and get an answer from your ledger.
Scheduled reports
Delivered by email every week or month.
White label branding
Reports can carry your firm's name and logo.
Live connection
Dashboards update on their own from your accounting software.
Clean handoff
Notes and training so your team can carry on without gaps.
Who this is for
We work with two kinds of clients:
- Bookkeepers and accounting firms: Give your clients better reports without building them yourself. We set them up under your name, and you deliver them.
- Business owners: See how the business is doing at a glance, and bring better numbers to your bookkeeper or accountant.
How it works
1. Discovery call
We find out what questions you want your numbers to answer.
2. Fixed quote
You get a written scope, timeline and price.
3. Connect and clean
We connect the AI tools to your accounting data and fix anything that would make reports wrong.
4. Build
We create the dashboards, forecasts and custom reports.
5. Handoff
We show you how to use them and how to make small changes.
Questions people ask
They are built from your own history and are a good starting point. You or your accountant should always review them. They are not a guarantee.
We only use tools with proper security and we limit who can see your data. We will tell you exactly which tools we use before we start.
It updates on its own from your accounting software. If you need changes later, we can help.
Usually, yes. That is one of the main reasons people come to us.
Yes. We can put your firm’s name and logo on them.
Why choose True Tally Services?
- 25+ years of data integration: Old, custom and unsupported systems are routine for us.
- Built for bookkeepers: Many firms use us white label.
- Fixed pricing: You get a written scope and price before we start.
- Numbers that match: Every project ends with a tie out report and a clean handoff.
Ready to see your numbers clearly?
Tell us what software you use and what you want to know. We will reply within one business day. Book a call.