Private preview No public signup.

For people who do the work — and run the business

Less paperwork. More clarity on your money.

Create professional invoices, keep receipts and bills organized, track what has been paid, and see what still needs attention.

For independent consultants, subcontractors and small field-service businesses.

Less time on paperwork. More time for what matters to you.

Create a sample invoice See how it works

Sample preview — no account needed.
Fictional data only. Nothing is issued or sent.

Inside Tally Ridge

The Tally Ridge Home screen in the private preview: the product navigation, the home card with Scan receipt and Create invoice actions, and summary cards for money owed to you, bills you owe, payments recorded this month and needs attention, all showing fictional test data.
Actual Tally Ridge private-preview screen · Fictional test data.

You do the work. You run the business. Tally Ridge handles more of what follows.

Invoices, receipts, bills, payments and the things that still need attention — easier to keep together, so paperwork takes less of your time.

  • Construction subcontractors

    Jobs, materials, receipts and client invoices — easier to keep together.

  • Oil & gas contractors

    Field work, expenses and outstanding invoices — easier to keep in view.

  • Field service trades

    HVAC · Plumbing · Electrical · Mobile service

    Service calls, materials, receipts and customer billing — without rebuilding paperwork later.

  • Landscaping & property services

    Seasonal jobs, expenses and unpaid invoices — easier to follow.

  • Independent consultants & owner-operators

    Reuse client and rate details and see what still needs attention.

From work completed to money understood.

More than invoicing. Know where the money stands.

Tally Ridge is built to connect the paperwork around your work — invoices, payments, receipts and bills — so you can see what happened, what is still outstanding and what needs attention.

  1. Work done

    Finish the work you need to bill for.

    Your work

  2. Create invoice

    Prepare a professional invoice with less repeated entry.

    Available

  3. Track payment

    See what has been paid and what is still outstanding.

    Available

  4. Keep receipts & bills together

    Keep expense evidence and incoming bills organized around the same work.

    Available

  5. Match money activity

    Match bank and card activity to invoices, bills and receipts.

    Coming next Planned — not yet available

    Bank & Cards reconciliation

  6. Get records ready

    Bring confirmed invoices, payments, bills and expense records together for bookkeeping and accounting review.

    Coming next Planned — not yet available

    Cleaner bookkeeping handoff

Private testing Supported source documents and receipt capture are being tested to reduce repeated entry in selected workflows.

The workday shouldn’t follow you home as paperwork.

See who owes you. See what needs attention. Know what to do next.

  1. Before

    Opening old invoices, emails and payment records just to see who still owes you.

    With Tally Ridge

    See what has been paid and what is still outstanding in one place.

    What you gain

    Time + clarity

    Know where your money stands faster.

  2. Before

    Sorting receipts and expense details after the job is already over.

    With Tally Ridge

    Keep receipt evidence with the expense it belongs to.

    What you gain

    Less cleanup

    Spend less time rebuilding what happened.

  3. Before

    Your bookkeeper has to chase missing receipts, payment details or backup information.

    With Tally Ridge

    Give your bookkeeper cleaner, more complete records.

    What you gain

    Less back-and-forth

    Fewer missing pieces to sort out later.

  4. Before

    Entering the same client, rate and invoice details again and again.

    With Tally Ridge

    Reuse the details you already know.

    What you gain

    Less repeated work

    Spend less time on repetitive paperwork.

Open Tally Ridge. See who owes you. See what needs attention. Know what to do next.

Less paperwork at every level.

Choose how much of it you want Tally Ridge to take off your plate.

The core Tally Ridge tools stay with you at every level. The difference is how much paperwork Tally Ridge can process for you each month.

  1. Tally Ridge Foothill

    Keep the essentials under control.

    For lighter paperwork and simpler months.

    • Core invoicing tools
    • Paid / outstanding visibility
    • Receipts & bills organization
    • Things needing attention
    • A lighter included document-processing allowance

  2. Tally Ridge Ridgeline

    Let Tally Ridge handle more of the monthly paperwork.

    For a regular working month with ongoing invoices, receipts and bills.

    • Same core Tally Ridge tools
    • More included document processing
    • Built for a regular invoicing, receipt and bill workload
    • More room before extra processing is needed

  3. Tally Ridge Summit

    More processing room for heavier months.

    For higher document volume and busier paperwork cycles.

    • Same core Tally Ridge tools
    • Highest included document-processing allowance
    • More capacity for heavier monthly paperwork
    • Designed for people who regularly have more documents to process

Same core tools. Different processing capacity.

Choose the level that fits how much paperwork comes through your month.

Coming-next capabilities will be added to the plan structure as they become available.

Subscription plans are being prepared. Exact document allowances and launch pricing will be published before signup opens.

How it works

Three steps. No accounting vocabulary needed.

  1. Add your work

    Add the days, hours or items you want to bill. Supported private-test source documents can reduce retyping.

  2. Check the details

    Review what will appear on the invoice and anything that needs your attention.

  3. Create your invoice

    Prepare a professional invoice, then record the payment when it is received.

Supported source documents are specific formats being tested in the private preview. Tally Ridge does not read every client document format.

See what matters without digging for it.

Real Tally Ridge private-preview screens shown with fictional test data.

Know where the money stands

Tally Ridge private-preview Home showing fictional money owed, bills, payments and a Needs Attention list with one action for each record.
See money owed, outstanding items and what needs attention in the same working view.

See what needs action

Tally Ridge private-preview Needs Attention list on a phone, showing fictional overdue and unknown-status records, each with one action button.
Move from “something needs checking” to the record or action that needs your attention.

Actual Tally Ridge private-preview screens · Fictional test data.

Create a sample invoice

Use fictional data to see how Tally Ridge turns a work summary into a professional invoice.

Sample only — nothing is issued or sent. Fictional data · No account · No connection to the private product.

Read the complete sample below. Nothing is issued or sent.

Step 1 — Work summary

One week of work for a fictional consultant, as it might arrive on an approved timesheet.

Weekly work summaryFictional · Sample data
Consultant
Mara Lindqvist — Lindqvist Site Consulting (fictional)
Client
Greyrock Fabrication Ltd. (fictional)
Period
7 – 11 September 2026
Purchase order
GRF-PO-2041
  • 4 days site supervision
  • 2 hours safety orientation for a new crew
  • 312 km mileage for site visits
View the daily work summary
DayWorkRecorded
Mon 7 SepSite supervision, full day1 day
Tue 8 SepSite supervision, full day1 day
Wed 9 SepSite supervision, full day · safety orientation for new crew1 day + 2 hrs
Thu 10 SepSite supervision, full day1 day
Fri 11 SepMileage, site visits312 km

Step 2 — Review the details

These are the lines that would appear on the invoice. In this prepared example nothing is checked against any outside system.

DescriptionQuantityRateAmount
Site supervision4 days$850.00$3,400.00
Safety orientation, new crew2 hours$110.00$220.00
Mileage, site visits312 km$0.70$218.40

Review details

  • IncludedPurchase orderGRF-PO-2041 is included in this fictional example.
  • IncludedDaily rateThe sample uses a daily rate of $850.00.
  • Worth a lookMileage312 km is included in the sample invoice. In real use, review its supporting information before issuing an invoice.

Your sample invoice is ready

This is the fictional sample result. Nothing is issued, saved or sent.

Sample only — nothing is issued or sent.

FromLindqvist Site ConsultingMara LindqvistFictional sample business

Invoice

Sample

Invoice number
SAMPLE-0001
Invoice date
14 September 2026
Due date
14 October 2026
Purchase order
GRF-PO-2041

Bill toGreyrock Fabrication Ltd.Attention: Site OperationsFictional sample client

Amount due$4,030.32Due 14 October 2026

DescriptionQtyRateAmount
Site supervision, 7–10 September 20264 days$850.00$3,400.00
Safety orientation, new crew2 hours$110.00$220.00
Mileage, site visits312 km$0.70$218.40
Subtotal$3,838.40
GST 5%$191.92
Total due$4,030.32

Payment terms: 30 days from the invoice date. GST shown at 5% for illustration only. Thank you for your business.

What it helps with

These are capabilities of the Tally Ridge product in the private preview. This website only shows the fictional sample.

  • Invoices with less retyping

    Reuse your business, client and rate details. Add the work, check the invoice and keep its payment status visible.

  • Receipts kept with expenses

    Take a photo of a receipt and keep the evidence with the expense it belongs to.

  • Know what needs attention

    See money owed to you, bills you owe and items that still need a check.

Where things stand

Tally Ridge is in private preview. Here is what exists today, what is being tested, and what is planned.

Available in the private preview

  • Create professional invoices.
  • Record payments and see paid versus outstanding.
  • Keep receipts and bills organized.
  • See items that need attention.

Private testing not generally available

  • Reading supported timesheet/source documents to pre-fill invoice details.
  • Reading supported receipt photos to pre-fill expense details.

Planned not available yet

  • Bank & Cards statement import/reconciliation.
  • QuickBooks export/integration.
  • Broader client/agency source-format conversion.

Tally Ridge is not an accountant and does not give tax advice. It keeps your records in order so the people who help you have less to untangle.

Privacy & Security

Plain facts about this website and the sample. No more, no less.

  • No real-document upload on this website

    There is no upload button here. The sample uses fixed, made-up data that is part of the page itself.

  • No account required for the sample

    You can read the whole sample without signing in or giving an email address. This site has no sign-up form.

  • No advertising trackers or session-replay scripts in Website v1

    This website loads no third-party scripts and its own code sets no cookies.

  • The fictional sample writes nothing and sends nothing

    Stepping through the sample does not create a financial record or send an invoice to anyone.

  • No real customer financial records in the public sample

    Real customer records are not part of this website. The private preview product runs separately from it.

  • Normal hosting logs may exist

    As with any website, the hosting and network infrastructure may keep technical request and server logs.

We will publish more detail about how the full product stores and protects information when it becomes publicly available. Until then we are not making claims we cannot yet show.

Help

Short answers to the questions people ask first.

What is Tally Ridge?

Software for small field-based businesses that keeps the money and paperwork around your work in order: create professional invoices, keep receipts and bills organized, track what has been paid and see what still needs attention. It is currently in private preview.

Who is it for?

Independent consultants, subcontractors, owner-operators and small field-service businesses: people who are very good at their work and would rather not spend their evenings on paperwork.

Does the sample send an invoice?

No. The sample on this page is a fixed walkthrough with fictional data. Nothing is issued, saved or sent anywhere.

Can I upload real documents here?

No. This website has no upload button and does not accept documents. Please do not paste or share real financial information through this site.

Is the full product available yet?

Not publicly. Tally Ridge is in private preview with a small number of participants. We will update this page when that changes.

Can I sign in?

Not yet. There is no public sign-in or sign-up on this website. Private preview participants use a separate, private address that is not linked from here.

What features are planned?

Planned, and not available yet: Bank & Cards statement import and reconciliation, QuickBooks export or integration, and broader client and agency source-format conversion. Reading supported timesheets and receipt photos is in private testing. See "Where things stand" above.

What happens to information on this website?

This website has no forms, so there is nothing for you to enter. Its own code sets no cookies and loads no third-party scripts, and the sample runs in your browser with built-in fictional data. Like any website, the hosting and network infrastructure may keep technical request logs.

Support contact details will be published when Tally Ridge opens beyond the private preview. Until then there is no public help desk, and this website has no contact form.