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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.