Founders Manuel Pina and António Marcelo (former Uber and Sword Health) have launched Tally, a firm designed to guide SMEs through the "tax labyrinth." Unlike traditional software, Tally positions itself as a full-service, next-generation accounting firm in Lisbon that combines AI efficiency with human expertise.
How the AI Agent Works
At the heart of the service is a Tally AI accounting agent Portugal, which operates on two fronts to simplify business management:
- For Clients: Available 24/7 via WhatsApp to collect invoices and answer routine tax questions.
- For Accountants: Handles bank reconciliation and data entry, allowing humans to focus on complex advisory.
- The Guardrail: If a question is too technical, the AI automatically routes the client to a certified professional.
Disrupting a Manual Market
Portugal has over 7,000 accounting firms, but many still rely on outdated, manual processes. According to technology news updates, Tally aims to close this gap by offering high-end automation at SME-friendly prices (€60–€220 per month).
This move is a major signal for technology companies in the fintech space, as Tally is not just a tool—it is a direct competitor to traditional firms. By automating low-value tasks, they provide real-time insights into VAT and cash balances that were before only available to large corporations.
Launch and Expansion
The Tally accounting launch 2026 comes at a peak time, with over 250,000 new companies created in Portugal last year. While currently focusing on the local market with 10 employees, the founders have already identified Spain and the UK as priority targets for expansion.
As reported in recent IT industry news, the scalability of this "AI-agent" model allows Tally to adapt quickly to different tax systems, making it a strong contender for international growth.
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