Talisman
Talisman provides AI-powered bookkeeping and practice management software specifically designed for accounting and bookkeeping firms. Their core product automates the month-end close process by integrating with QuickBooks, allowing firms to scale up to 5 times without hiring additional staff. The software handles transaction categorization, document collection and extraction, error checking, and report generation. Talisman aims to reduce the time firms spend on closing client books, improve accuracy, and enable them to offer more advisory services. They offer tiered pricing based on the number of tracked subscriptions, with a free plan for up to 30 subscriptions. The company is securely hosted on Microsoft Azure and partners with Plaid for data security, emphasizing transparency and user control over data.
Talisman
Talisman provides AI-powered bookkeeping and practice management software specifically designed for accounting and bookkeeping firms. Their core product automates the month-end close process by integrating with QuickBooks, allowing firms to scale up to 5 times without hiring additional staff. The software handles transaction categorization, document collection and extraction, error checking, and report generation. Talisman aims to reduce the time firms spend on closing client books, improve accuracy, and enable them to offer more advisory services. They offer tiered pricing based on the number of tracked subscriptions, with a free plan for up to 30 subscriptions. The company is securely hosted on Microsoft Azure and partners with Plaid for data security, emphasizing transparency and user control over data.
TL;DR
Product: AI-powered bookkeeping and month-end close automation for accounting and bookkeeping firms
Target customers: Accounting & bookkeeping firms, fractional-CFO teams, finance teams
Hosting & integrations: Hosted on Microsoft Azure; bank connectivity via Plaid
Team size (reported): 5 employees
Funding: Pre-Seed round (Nov 30, 2021)
Company Overview
Problem Domain
Bookkeeping and month-end close automation for accounting and finance teams
Industry
SaaS / Accounting software
Tech Stack
Funding Track Record
400000.00
Investors reported in profiles include Techstars, Preface Ventures, and Active Capital.
Investor Signal
“Techstars, Preface Ventures, Active Capital”