← For professional plannersDemo · sample data, nothing is sent
Tally, Budgeting

Agentic budgeting · Tally

Tally tracks every client budget and your planning fee in one place.

Bloom & Bough Events · 6 active clients · this screen: Maya & Jordan, Sept 11, 2027

Budget · $60,000 total

Venue$12,000 quoted · plan $12,000
Catering & bar$14,840 quoted · plan $13,000
Photo & video$6,200 quoted · plan $6,500
Florals$4,200 quoted · plan $5,400
Planner fee$4,800 quoted · plan $4,800
Rentals & decor$4,100 quoted · plan $4,600

Light bar: plan · mid: quoted · dark: committed (signed or paid)

Your planner rate with Fern & Field saves the client $1,200 on florals: worth calling out in the update.

Hi, I'm Tally. I keep your budget true to every quote and deposit.