Tally for Slack
Your accountant, in your team's Slack.
Each Tally client gets a dedicated Slack channel where the agent posts answers, asks clarifying questions, and surfaces approvals. Channel-to-client mapping is enforced server-side — Tally cannot leak data across client boundaries.
What Tally does with Slack
Tally connects to Slack to automate the data flow into your accounting stack — with explicit safety rules at every step.
@-mention activation
Mention @Tally in your dedicated channel to ask a question or kick off a workflow. Tally responds with answers, asks clarifying questions, or starts a multi-step task.
Approval workflow surface
When Tally needs human approval (e.g., before sending a draft to email, before marking bills ready-to-sync), the approval request appears in your Slack channel.
Status updates
Long-running tasks (settlement reconciliation, payroll JE creation) post status updates back to Slack so you know where things stand without leaving the conversation.
Thread context
Tally maintains conversation context within a Slack thread. Follow-up questions don't require re-explaining what you're working on.
Per-client channel isolation
Each client gets a dedicated channel. Tally's channel-to-client mapping is enforced server-side — a question asked in client A's channel can never accidentally pull data from client B.
Activity transparency
When Tally takes an action on your behalf (drafts a bill, posts a JE), it summarizes the action in the channel so the team has full visibility.
How it works
Setup is straightforward and auditable. No copy-pasted CSVs, no shared logins.
Ballast creates your channel
A dedicated Slack channel is created for your engagement (e.g. #ballast-acme-corp). The Tally bot is invited to the channel.
Channel-to-client mapping registered
Tally's config maps the Slack channel ID to your Tally client_id. Every message in the channel is processed in the context of your data only.
Mention @Tally to start
Type @Tally followed by your question or task. The agent reads your message, plans steps, calls tools, and posts the result back.
Approve or redirect as needed
When approvals are needed, Tally posts an approval card with the proposed action. Your team approves or redirects in-thread.
Availability
This integration is provided to Ballast Consulting Group's accounting clients at no additional charge as part of their engagement. There is no per-seat fee, per-API-call fee, or per-integration fee billed to the client. The cost is included in your accounting fee.
Tally isn't sold separately. Access requires an active engagement with Ballast Consulting Group as your finance and accounting department. If you're interested in becoming a Ballast client, please reach out.
Security & compliance
Every Tally integration follows the same safety pattern. Here is how the Slack integration specifically is locked down.
Per-client channel mapping
Each Slack channel maps to exactly one Tally client. The mapping is enforced server-side on every message. A message in channel X is only ever processed against client X's data.
Bot user in dedicated channels
Tally's bot user is invited only to channels where it should be active. It cannot read messages in channels it isn't a member of.
Encrypted Slack tokens
The bot token (and per-client signing-secret as needed) is encrypted using AES-256-GCM. Tokens are scoped to the minimum permissions Tally needs.
Audit log of every interaction
Every Slack message that triggers a Tally action is logged with timestamp, user, channel, and the resulting tool calls. Full audit trail for client review.
No cross-channel posts
Tally cannot post to channels it isn't a member of. There's no path through the agent to leak data into a public Slack channel.
Approval-card hardening
Approval cards are signed and verified server-side on every interaction. Replay attacks and forged approvals are rejected.
Frequently asked questions
Can someone from another company see what Tally posts in my Slack?
No. Tally posts only to channels in your workspace where the Tally bot is a member. Cross-workspace posting is impossible.
Can my team accidentally pull another client's data via Slack?
No. Each Slack channel maps to exactly one Tally client. Asking a question in channel A always operates on client A's data.
Does Tally listen to all Slack messages?
Tally only processes messages where it's @-mentioned. It doesn't read or store messages where it isn't tagged.
Can Tally send DMs?
By default Tally responds in the channel where it was tagged. Direct messaging is supported but rarely used — most accounting work benefits from team visibility.
What if my team uses Microsoft Teams instead of Slack?
Slack is the primary supported communication channel today. Teams support is on the roadmap but not yet active. Contact Ballast for current status.
Talk to Ballast about your books
Tally's Slack integration comes at no additional charge when Ballast runs finance and accounting for you. If you need a team that actually understands the systems your business runs on, get in touch.