Frequently asked

Answers we’d give you on a call,
written down once.

Whether you’re new to multi-rail treasury reconciliation or screening OpenTally as a vendor — how the agent works, what we integrate with today, our security and audit posture, pricing approach, and how we compare to legacy TMS, payments-first, and crypto-only tools.

26 questions · 6 categories · updated regularly

01What OpenTally is

What OpenTally is

4 questions

02How it works

How it works

5 questions

03Integrations & data

Integrations & data

5 questions

04Security & compliance

Security & compliance

5 questions

05Pricing & getting started

Pricing & getting started

4 questions

06Comparison & differentiation

Comparison & differentiation

3 questions

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Answers we’d give you on a call, written down once.

What OpenTally is

What does OpenTally actually do?

What is "multi-rail treasury" and why does it need its own tool?

Who is OpenTally built for?

Is OpenTally live? Who's using it today?

How it works

How does the AI agent actually match transactions?

What does "auto-resolve" mean — does the agent move money?

Where does the agent surface breaks?

What's a sub-reconciliation?

How does the audit trail work?

Integrations & data

What do you currently integrate with?

Can I bring my own data without an API integration?

Where is my data stored?

Do you write data back to my bank, exchange, or custodian?

How does Slack integration work and what does it see?

Security & compliance

What's your SOC 2 status?

How is sensitive data protected?

Who can do what — how do permissions work?

What does the audit log capture and how is it queried?

Can you isolate a tenant or kill a connection if something goes wrong?

Pricing & getting started

How is OpenTally priced?

What does a pilot look like?

How long does implementation take?

How do I try it?

Comparison & differentiation

How is OpenTally different from a legacy TMS like Kyriba or FIS, or a payments-first vendor like Modern Treasury?

How is OpenTally different from a crypto-only reconciliation tool?

What about independent validation — aren't you just wrapping vendor APIs?

Still have questions?

Answers we’d give you on a call,
written down once.