Features
Key Features That Drive Financial Success
LeafTally gives business owners easy tools for finances—payroll, invoicing, cash flow, taxes, and more—without needing accounting expertise. Real-time insights make decisions faster and more informed.
Payroll
Management
LeafTally simplifies payroll by automating the entire process. Firms can manage multiple clients’ payroll runs, ensuring timely employee payments, accurate tax deductions, and automatic payslip generation. You can set pay schedules, include bonuses or deductions, and sync payroll data with your accounting records. All records are securely stored for compliance and easy audits. LeafTally also tracks statutory contributions, helping you stay compliant with tax authorities. With real-time reports and history tracking, payroll errors are reduced, and employee satisfaction improves. Whether you're managing ten employees or hundreds, LeafTally makes payroll fast, accurate, and stress-free.
Financial
Reporting
LeafTally generates professional, customizable financial reports that help firms and clients make better decisions. You can instantly view income statements, balance sheets, cash flow statements, and more—filtered by time period, department, or project. Reports are built from live data, reducing delays and improving accuracy. With visual dashboards and drill-down options, firms can present data clearly to clients or internal teams. These reports also support compliance by providing documentation for audits or filings. LeafTally’s reporting helps users move beyond spreadsheets and into a more structured, insight-driven approach to financial management.
Cash Flow
Management
Cash flow is the lifeblood of any business. LeafTally helps you monitor real-time inflows and outflows so you can anticipate shortfalls, manage timing, and make smarter spending decisions. The system categorizes and visualizes your cash movement, showing trends and potential issues. You can set alerts for low balances or unusual activity. With better visibility, firms can help clients plan financing needs, avoid overdrafts, and improve their financial resilience. It’s a powerful way to stay ahead of financial challenges before they become problems.
Advisory
Services
LeafTally equips accounting professionals to go beyond compliance work and offer deeper advisory services. With access to real-time data, trend analysis, and custom reporting tools, firms can deliver insights that help clients make strategic decisions—whether it's about expansion, cost control, or funding. The platform enables scenario modeling, KPI tracking, and goal alignment so that accountants can confidently guide clients through challenges and opportunities. Advisory dashboards make it easy to present insights in a way clients can understand. With LeafTally, firms elevate their role from bookkeepers to strategic partners.
Budgeting &
Forecasting
LeafTally makes it easy to set and manage budgets across categories, departments, or projects. You can track actuals against planned amounts, analyze variances, and forecast future performance. With dynamic tools, forecasting isn’t static—you can adjust based on real-time data and changing business conditions. For firms, it’s a great way to support clients with forward-looking insights. For businesses, it helps avoid overspending and plan growth with confidence.
Tax Planning &
Strategy
LeafTally helps businesses and accounting firms reduce tax liabilities and make smarter financial decisions through effective planning. It provides tools to project tax obligations based on income trends, allowable deductions, and applicable tax rates. Firms can use these insights to advise clients on legal ways to minimize taxes, such as optimal expense timing, asset purchases, or strategic investments. LeafTally supports scenario planning, so you can compare tax outcomes under different approaches. The platform stays current with changing regulations and tax laws, making it easier to adjust strategies as needed. For growing businesses, LeafTally becomes a trusted tool to align financial plans with long-term tax efficiency.
Tax
Compliance
Staying compliant with tax regulations is easier with LeafTally. The system tracks tax deadlines, calculates liabilities, and keeps records of every transaction relevant to your tax filings. You can generate reports for VAT, payroll taxes, and corporate filings, all formatted for submission to relevant tax authorities. The platform also handles adjustments, refunds, and audit trails, ensuring everything is documented and traceable. Firms managing multiple clients benefit from centralized compliance tracking, with alerts to avoid missed deadlines. LeafTally removes the guesswork and stress around taxes, making compliance part of the workflow, not an afterthought.
Create and
Send Invoices
Creating and managing invoices is fast and simple with LeafTally. Users can build professional, branded invoices from templates, apply taxes or discounts, and send them directly from the platform. Automated reminders follow up on overdue payments, reducing the need for manual chasing. Each invoice is linked to customer records and payment status, so you always know who has paid and who hasn’t. You can also schedule recurring invoices for subscriptions or retainer services. It’s ideal for firms billing clients or businesses managing regular customer payments. LeafTally keeps invoicing organized, efficient, and easy to track.
Expense
Tracking
LeafTally lets users log, categorize, and attach receipts to business expenses in just a few clicks. Whether it's a coffee meeting or a large purchase, every cost is stored and matched to the appropriate ledger. Firms and clients can tag expenses by project, department, or tax category to simplify reporting and deductions. Integration with bank feeds allows automatic syncing of expenses. This not only helps in budgeting and forecasting but also keeps you prepared for audits and tax filings. No more lost receipts or missed write-offs—just organized, real-time expense tracking.
Multi-User
Access
With LeafTally’s multi-user access, collaboration is simple and secure. Admins can invite staff, clients, or external advisors and assign role-based permissions to control who sees what. For accounting firms, this means internal teams can work on files without risking data exposure, while clients can access dashboards, upload documents, or approve transactions without navigating complex systems. All actions are logged for accountability. Whether you’re working in a firm with 10 team members or supporting dozens of clients, LeafTally keeps the experience smooth and secure for everyone involved.
Bookkeeping
LeafTally’s bookkeeping tools handle the daily essentials that keep your accounts accurate and audit-ready. From bank reconciliation to journal entries and transaction tagging, everything is designed to reduce manual work. You can import bank feeds, match transactions automatically, and generate reports to verify balances. Each entry is categorized in line with your chart of accounts, making tax time and reporting easier. Firms can manage multiple client books from one dashboard, reducing errors and improving turnaround time. With LeafTally, bookkeeping becomes a seamless, low-friction part of the workflow.
Inventory Management
with Bill of Materials
LeafTally’s Inventory Management gives you full visibility of stock, production, and services in one place. With the built-in Bill of Materials (BOM), you can link raw materials to finished products, track costs accurately, and manage work in progress with ease. Real-time stock levels, batch and serial tracking, and automated reordering help reduce errors and keep operations smooth. Fully integrated with accounting, LeafTally ensures every item and process is connected, so you can plan smarter, cut waste, and scale confidently.
Simplify Your Accounting and Billing
Your all-in-one accounting solution for seamless financial tracking, reporting, payroll, and tax management—effortless & accurate.
The Ultimate Accounting And Inventory Tool.
Keep Your Finances In Check. Take Control Of Your Inventory. All From One Place.
