One catalogue, two shapes
One-off products and recurring managed services live in the same catalogue, each with its own price, cost, tax rate and billing interval.
Tallyloop runs the billing for product resale and managed services in one place - catalogue, customers, recurring assignments, invoices and aging - then tells you where the money is actually leaking.
No card required. A new workspace comes seeded with example customers, services and invoices, so every screen works immediately.
Built for the shape of real work: hardware you resell once, services you run every month, and the follow-up that turns invoices into cash.
One-off products and recurring managed services live in the same catalogue, each with its own price, cost, tax rate and billing interval.
Full billing and shipping addresses, VAT identifiers, payment terms and per-customer currency. Invoices freeze a snapshot, so editing a record never rewrites history.
Pick a period, preview exactly what will be billed for every customer, and generate the drafts in one action. Running the same period twice changes nothing.
Outstanding and overdue balances bucketed at 30, 60 and 60-plus days, per customer and in total, without running a single report.
Claude reads your actual margins, aging and subscription mix and returns specific moves on pricing, upsell, churn risk and collections - each linked to the customers it refers to.
A typeset invoice document with a real print stylesheet. Print to PDF and send it - no template wrangling, no layout surprises.
Most of it is already filled in when you sign up.
Your address, VAT id, currency, default tax rate and payment terms. It all flows onto every invoice.
Add the products you resell and the managed services you run, with cost prices so margin analysis works.
Attach recurring services to customers with quantities and any negotiated rate.
Run the period, send the drafts, record payments, and let the insights page tell you what to chase.
Create a workspace, look around a seeded book of business, then replace it with your own.
Create your workspace