Talisman

Automating the
exceptions to the rule
Dallas

About Talisman

Talisman is a platform made up of multiple purpose-built tools, each automating a specific part of the accounting workflow. Individually, these tools map to familiar tasks accountants already perform. Together, they create compounding efficiency across the entire close because the close is a sequence of interconnected steps—not isolated actions.

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Problem statement

- Accounting firms are limited on growth: overworked teams and talent shortages keep firms from scaling effectively.
- Generic automation falls short: plug‑ins don’t adapt to client nuance; 30‑40% of work stays manual.
- The “gray zone” is where time disappears: uncategorized transactions, missing docs, suspense items, client follow‑ups.
- Evidence gap: scattered documents and workpapers create audit risk.

Result: slow closes, burnt‑out teams, and stalled advisory revenue.

Traction information

Revenue: $100K+ ARR live, plus $460K in signed LOIs now onboarding
Pipeline: $7M+ ARR in active conversations
Customer ROI: Month-end close reduced from ~3 hours to ~1 hour on average. Firms are already changing staffing models because of this
Team: Former Director of AI at PwC, with operators from ADP, LinkedIn, and McKesson
Awards: #1 SaaS Product of the Week (Product Hunt), This Week in Fintech Startup of the Year 2024

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Funding

Currently raising capital

Total raised to date: $1,000,000
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