- 931 Ridgewood Rd, Millburn NJ 07041, USA
- contact@verticalserve.com
Fytally is finance tallying & account management for growing companies. Send client invoices, capture vendor bills, import bank & card statements, and get tax-year-ready reports — across every company you run. AI does the data entry; you stay in control.
Create, send, and track client invoices — generated from timesheets, a client's monthly Excel, or a few clicks — aligned to each client's billing period.
Turn approved timesheets into invoices automatically — hours × rate, per consultant, per period, itemized by day.
Drop a client's monthly billing file and Fytally builds the invoice line items for you — no re-keying.
Monthly, semi-monthly, or bi-weekly — each client billed on their own schedule and period.
Professional, templated PDFs with your address, terms, and remit-to instructions — ready to send.
Every finalized invoice is snapshotted — a permanent, immutable record of exactly what you sent.
Catch reused invoice numbers before they cost you a missed payment — flagged and easy to correct.
Upload contractor and vendor invoices — AI reads the fields, you approve. Attach receipts, track 1099s, and keep a clean audit trail.
Upload a PDF and Fytally pulls the vendor, number, dates, line items, and totals — automatically.
Attach expense receipts to each bill — stored in the cloud, viewable and downloadable in one click.
Flag 1099 contractors and keep tax IDs on file, ready for year-end reporting.
Track each bill from draft to open to paid, with a clean, auditable status trail.
One organized place for every vendor and contractor you work with.
Forward bills to a shared inbox and pull them straight into Fytally — no manual upload.
Import bank and credit-card statements, auto-classify every transaction, reconcile against the statement, and export a tax-year proforma in the format your accountant already uses.
Income, expenses, and net across every company — without spreadsheets. Know exactly where the money went.
Explore FytallyAI categorization, statement reconciliation, and clean records — ready for review, with drill-down on every number.
See how it worksA proforma export in the format you already use, with detail sheets per category — reconciled and ready to file.
View reportsMulti-company from day one — switch between businesses, keep books cleanly separated, and share nothing you shouldn't.
Run every business from one login — each with its own clients, vendors, books, and reports.
Vision-based extraction reads statements, invoices, and receipts — even check images — so you don't re-type.
Company-scoped, GUID-addressed records — no guessable IDs, no cross-company leakage.
Every document, invoice, and PDF stored safely in the cloud — organized per company.
Transactions matched to statement totals, with clear flags when something doesn't add up.
Owner, admin, member, and accountant roles — the right people see the right numbers.