For CFO Track listeners

Automate the admin.
Keep the judgement.

Tallystone is the AI company secretary for governance, approvals and the company record — built so CFOs spend less time on admin and more time on the numbers that matter.

Exclusive to CFO Track listeners

30 days free. Full access. No restrictions.

Try the complete Tallystone workspace — governance workflows, cap table, approvals and data rooms — on us. Cancel any time in app settings.

The ultimate authority of truth

Lower your risk.
Trust us to get it done.

Human authority

Define who can approve each action and retain explicit control over changes to the company record. Tallystone's AI cannot "freewrite" records.

Secure documents

Core files are stored on your cloud drive, not our servers. Your records are secure, private and in your possession. You decide who has the key.

Source-grounded AI

Analysis is grounded in your governing documents, agreements, approvals and verified cap table — the kind of evidence trail a CFO can stand behind.

Google Workspace reviews

Fantastic tool for capital raises. Secure, unlimited storage with no hidden fees perfect for Series A and beyond.

Aisha LordyJanuary 24, 2026

AI Data Room connected seamlessly with my Google Drive and instantly organized all my investor documents into a secure, professional-grade data room. It saved me countless hours of manual setup a true game-changer for anyone preparing for a capital raise.

Benjamin AdamsFebruary 21, 2026

I was looking for a virtual data room to quickly sell a significant asset out of my super. the traditional players were simply priced beyond what made sense for this task. The AI data room was done in about 8 minutes. Seriously. It pulled in my sale docs. Tagged them and put them in a logical data room layout. I cloned the room for each buyer so I can have one for each of them. I have the potental buyers and their advisors in now and they think its the easiest deal room they have used. A really surprising product so well done.

Brin Stone (Brinstones Super)December 2, 2025

This was an awesome product. Very well thought out.

Guy BolandJanuary 16, 2026

Absolutely indispensable for our team! AI Data Room makes organizing, securing, and searching through sensitive documents a breeze right inside Google Workspace. The AI summaries save us hours each week.

Henry LeeonJanuary 26, 2026

We use the full app for cap table and corporate workflows. It has been a serious help for our company to get ready for our Series A raise. Customer service has been excellent as well.

HF SparesDecember 15, 2025

I love how intuitive AI Data Room is. The AI-driven search function is a huge time-saver, allowing us to find any file or data set instantly. The interface is clean and easy to navigate, which is perfect for teams looking to streamline their workflow. Highly recommend this app for data-heavy tasks!

Philip AlfredApril 23, 2026

The AI in this app is next-level. It helps categorize and tag our data intelligently, and its machine learning algorithms make managing large amounts of information so much easier. We’ve saved tons of time that we previously spent manually organizing files. Highly recommended for anyone working in data management!

Robert BeckettApril 23, 2026

The AI features are fantastic! It automatically structures my files and highlights key documents, making our fundraising prep fast and professional.

SamwellFebruary 14, 2026

AI Data Room has completely transformed the way we handle and organize data. The AI-powered features make it super easy to categorize, search, and manage our files. It saves us so much time and keeps everything organized efficiently. A must-have tool for any team dealing with large volumes of data!

Sophia BennettApril 23, 2026

Exclusive to CFO Track listeners

Your next 30 days,
on us.

Full access, no restrictions. See what Tallystone can carefully take off your plate while keeping every important decision under your control.