Tally is Settle's AI-powered assistant that lives inside your Settle dashboard, designed to handle everyday operational tasks with simple, natural language commands.
Tally is in beta mode for select customers. Interested in trying it out? Reach out to your customer success representative.
How Tally works
Tally can handle key operational tasks instantly. First, access Tally by pressing ⌘ + K (Mac) or Ctrl + K (Windows) from anywhere in Settle.
Type what you need in natural language - no complex navigation required. Sample prompts you can input to Tally include:
Purchase Orders: "Create PO for 1,000 Multivitamin Blend from M&K" → Draft PO ready for review
Inventory Insights: "How much Multivitamin Blend do I have in stock?" → Real-time inventory levels with on-hand, reserved, and incoming quantities
Work Orders: Create manufacturing work orders with bill of materials
Vendor Information: Quickly find supplier details and contact info for any SKU
Tally may ask for clarifying questions before it produces the final product. Once Tally has created the document based on your prompt, it will then provide an overview of what it has found. Before pushing this information into a resource in your account, it will ask you to confirm before proceeding.
Once the document has been created, it will be just as if you had created it manually. It will now be ready for further processing.
For example, a PO will now be in draft mode and ready to send to the vendor or process.
How it saves you time
No more tab juggling: Instead of navigating through multiple screens, copying SKUs into spreadsheets, or chasing vendor information, Tally handles it all with one command.
Smart drafts, not automatic actions: Tally creates drafts for your review rather than taking actions automatically, so you maintain control while saving time on data entry.
Built-In intelligence: Tally pulls from your existing Settle data - vendor relationships, pricing, inventory levels - so responses are accurate and contextual.
Availability
Tally is available through beta access to select customers on Accelerate and Elevate plans as a premium feature. Early users report saving at least an hour daily on manual operational tasks.
What's coming next
This is just the beginning. Future capabilities will include bill creation, invoice search, and proactive reorder suggestions to further streamline your operations.
The goal is simple: Tally doesn't replace your team - it empowers them by handling the tedious, time-consuming tasks so they can focus on strategic growth decisions.