Understand the transaction.
Tallyd reads the transaction documents, extracts the relevant data and uses it to set the connected workflow in motion.
THE AUTONOMOUS BROKERAGE BACK OFFICE
Your brokerage.
With room
to breathe.
Tallyd connects transactions, compliance and accounting, then moves the work between them automatically. Deal data becomes ledger updates, payment preparation and reconciliation, with your team brought in when judgement is needed.
Book a DemoRoutine work handled. Your people freed up.
Paperwork in. Busywork out.
FROM CONTRACT TO COMMISSIONLedgers updated. Payments ready.
One deal.
A workflow that moves itself.
ExtractCheckAccountReconcile
CONNECTED SYSTEMS. AUTONOMOUS WORK.
The whole workflow.
Already in motion.
Transactions, compliance and accounting work from the same deal data. Tallyd carries out the routine steps across them, escalating exceptions and freeing your team from the manual handoffs.
Tallyd handles the routine.Your team handles the judgement.
THE DATA IS THE STARTING POINT.The deal arrives.
The deal arrives.
The work begins.
Tallyd automatically extracts the right transaction data from your documents and puts it to work across the deal. Dates, deposits, parties and commission terms become inputs for the next steps.
- Key dates, parties, deposits and commission terms
- Deal records populated automatically
- Shared data for compliance and accounting
Read once. Put to work across the workflow.
DEAL WORKSPACE
Auto-extracted42 Maple Avenue
Agreement of purchase & saleDeal record populated automatically
Purchase price$750,000.00
Deposit$25,000.00
Closing dateOctober 30, 2026
Data extracted. Next: automatic checks.Agreement · p. 1
AUTOMATIC CHECKS. HUMAN JUDGEMENT.Routine checks run.
Routine checks run.
Exceptions find you.
Tallyd checks deal data and documents as the transaction progresses. When something is missing, conflicting or needs approval, it brings in your team with the context to decide.
- Compliance checks run automatically
- Exceptions brought to your team’s attention
- Decisions recorded with supporting evidence
Resolve the exception. The workflow carries on.
AUTOMATED DEAL CHECKS
Human input neededAn exception, surfaced.
Parties identified
Commission details present
REQUIRES YOUR REVIEWClosing dates don’t match.
Tallyd found a difference between the agreement and amendment.
Agreement · p. 1Amendment · p. 1
Your team resolves the exception. Tallyd carries on.
THE SAME DATA MOVES THE MONEY WORK.The numbers land.
The numbers land.
The payments line up.
Tallyd calculates commissions, updates accounting ledgers and prepares payments from the transaction data. The details flow into the financial workflow without another round of data entry.
- Commission calculations and ledger updates
- Payment setup and EFT batch preparation
- Connected reporting and T4A workflows
From agreement terms to accounting actions.
AUTOMATED ACCOUNTING
42 Maple AvenueCalculated. Recorded. Prepared.
Gross commission$18,750.00$750,000 × 2.5%
Agent · 80%$15,000.00
Brokerage · 20%$3,750.00
Ledger entries updated
Payment batch prepared
Illustrative values. Tax not shown.
AUTOMATIC MATCHING. CLEAR EXCEPTIONS.Matched automatically.
Matched automatically.
Exceptions, surfaced.
Tallyd reconciles bank activity against the ledger, identifies matches and isolates differences. Routine matching is handled automatically, so your team can focus on the exceptions.
- Bank activity matched to ledger records
- Differences surfaced with transaction context
- Connected deposit, trust and payout records
The matches take care of themselves.
AUTOMATED RECONCILIATION
Auto-matchedMatched. Without the chase.
BANK TRANSACTION
Deposit received$25,000.00
Imported bank activityTRUST LEDGER
42 Maple Avenue$25,000.00
Recorded transaction depositMatched automatically. No exception found.
An illustrative autonomous workflow, using example deal data.
MORE WORK DONE. LESS WORK FOR YOUR TEAM.
Goodbye,
copy. Paste.
Repeat.
One intelligent layer across transactions, compliance and accounting. Each completed step moves the work forward, with people brought in for exceptions and approvals.
Do the connected work.
Compliance checks, ledger updates, payment setup and reconciliation move forward automatically, using the same transaction data.
Bring people in when it matters.
When an exception or approval needs human judgement, Tallyd surfaces the context. Once resolved, it moves the workflow forward.
Less re-entry. Less checking. Less chasing.
More capacity in every working day.
CONFIDENCE COMES FROM CLARITY
Autonomous work.
Accountable decisions.
Give routine work to Tallyd while keeping people in charge of exceptions, approvals and oversight. The evidence, decisions and activity trail stay connected to the deal.
Judgement, when it’s needed.
Missing information, conflicting terms or approval points bring your team into the loop, with the relevant evidence ready to review.
The right access.
Role-based permissions and brokerage-level data separation help keep sensitive work with the right people.
A trail behind every step.
See what Tallyd did, what needed intervention and how it was resolved, in the transaction’s activity history.
BUILT FROM BOTH SIDES OF THE DESK
We know
the paperwork.
And the possibility.
Tallyd started with a simple thought: a brokerage’s back office should be able to move work forward on its own.
We’ve seen how much time gets lost moving the same details between documents, checklists and accounts. We’re bringing brokerage operations and technical expertise together to connect those systems and automate the work between them, giving teams more time for decisions, relationships and growth.
Kevin Ali
Co-founder · Brokerage operationsFormer VP Operations and Broker of Record at Zolo Realty. More than 15 years in real estate, with a focus on operations and compliance.
Ryan Shrott
Co-founder · TechnologyA background in mathematics and quantitative finance, building the systems that turn transaction documents into useful, structured data.
SEE AN AUTONOMOUS BACK OFFICE IN ACTION.
Make room
for what’s next.
See how Tallyd turns transaction data into completed work, and how much more your brokerage could do with the time back.