A focused initial customer
For multi-entity finance teams allocating capital across too many systems.
TallyUp fits businesses where the finance leader can quantify the time, risk, and decision lag created by rebuilding capital context.
Organizational fit
Multiple entities, business units, or operating portfolios.
Capital crosses legal, operational, and reporting boundaries that do not share one native object.
Source activity
- Entity structure
- Portfolio
- Intercompany activity
- Local ledger
- Financial question
- Can leadership see one position without erasing local context?
- Reviewable outcome
- A portfolio view whose totals remain traceable to each governed source and entity.
System fit
Planning, procurement, banking, operations, and accounting do not agree by default.
Finance owns the manual relationship between systems even when each system is internally correct.
Source activity
- Planning model
- Procurement
- Bank
- ERP
- Financial question
- Which system explains the decision-to-outcome chain?
- Reviewable outcome
- A shared capital object that lets systems contribute evidence without becoming competing authorities.
Operating fit
Capital is reviewed more often than the annual budget.
Leadership needs to intervene as commitments, timing, and outcomes change—not months after the event.
Source activity
- Monthly review
- Board pack
- Capital committee
- Reforecast
- Financial question
- What changed since the last decision, and which action is now due?
- Reviewable outcome
- A repeatable review with current evidence and explicit decision ownership.
Good first-pilot signals
The pain is already measurable.
The strongest design partners can point to a recurring capital review that consumes senior finance time and still leaves material questions unanswered.
- 01
Recurring
The review happens monthly or quarterly.
- 02
Cross-system
The answer requires several tools and manual evidence.
- 03
Material
The result affects a real capital decision.
- 04
Owned
A finance leader is accountable for the answer.
- 05
Bounded
One portfolio can reach a clear pilot finish line.
Initial operating team
Small enough to move, senior enough to decide.
The first deployment should serve the people already responsible for the capital review.
Economic buyer
CFO or finance leader
Owns the quality and speed of allocation decisions.
- Board accountability
- Capital committee
- Cross-entity view
Operating champion
FP&A or capital planning leader
Builds the position and coordinates the review today.
- Model ownership
- Variance preparation
- Scenario coordination
Assurance partner
Controller or accounting reviewer
Confirms deployment agrees with evidence and treatment.
- Close ownership
- Accounting judgment
- Evidence quality
Evaluate the fit
Bring the capital review that causes the most reconstruction.
We will define a bounded pilot around its systems, decisions, evidence, and measurable finish line.
Discuss your capital review