Rally Accounting

Expense accounting,
with AI help throughout.

Bring documents and payments together with AutoMatch. Rally’s WhatsApp agent and platform agent help complete, organise and prepare business expenses for your accounting workflow.

Accounting exports
AutoMatch AI
Your team in control

Rally Accounting

  1. Expense work starts in chat.

    The WhatsApp agent helps collect the documents and context that accounting needs.

  2. The platform agent helps you progress.

    Organise expenses, work through outstanding items and prepare the accounting handover in the same place.

  3. Accounting stays connected.

    Prepare reviewed expense data for the connectors or export formats available for your accounting system.

Your team in control

Chat

Complete expenses on the go

Send documents and answer follow-ups through the WhatsApp agent.

AI

Keep the work moving

The platform agent helps organise expenses and surface the items that need attention.

Ready

Prepare for accounting

Bring transaction details and supporting documents together for review and export.

[01]

AutoMatch

From receipt to ready for accounting.

AutoMatch connects the paperwork. Your AI agents keep the rest moving.

Receipts meet payments

AutoMatch brings receipts and card payments together. One expense, all the evidence.

Details, already organised

Amounts, currencies and tax details extracted into a clear expense record.

Spot what’s missing

Find gaps and mismatches while the original receipt is right beside you.

Ready for your books

Send reviewed expenses to your supported accounting connector or export.

An agent on your side

Work through outstanding items and prepare the next step with your platform agent.

[02]

Capabilities

A clearer record of what your business spends.

Keep documents, currencies, categories and accounting details connected as expenses move through review.

Accounting details in one record

Keep transaction amounts, tax details, categories and supporting documents together.

Fuel and everyday business spending

Organise fuel, charging, travel and other business expenses in the same workspace.

Records across borders

Keep the country, currency and document details visible for your accounting review.

A view of what needs attention

See spending, outstanding documents and expense work in one place.

Review with the evidence

Use the original document to check extracted values and resolve mismatches.

A shared team workflow

Keep employees, owners and finance working from the same expense records.

[03]

Practical guides

Build the expense workflow around your business.

Explore how agents, business banking and cross-border records fit together.

[04]

Integrations

Connect to the accounting system you already use.

Use accounting connectors or file-based exports to move your reviewed data into the system you use. Available formats and connectors depend on your accounting setup.

DATEV Rechnungswesen
Germany
DATEV Unternehmen online
Germany
QuickBooks
Global
Xero
Global
MS Business Central
Global
Sage Active
GermanyFranceSpain
Exact Online
NetherlandsBelgiumGermanyUnited KingdomFrance
Lexware Office
Germany
sevdesk
GermanyAustria
bexio
Switzerland
Twinfield
NetherlandsUnited Kingdom
Xentral
Germany
FreshBooks
Global
Fortnox
Sweden
Pennylane
France
odoo
Global
Abacus
Switzerland
Moneybird
Netherlands
Visma e-conomic
Denmark
FreeAgent
United Kingdom
Holded by Visma
Spain
Sage Accounting
United Kingdom
Visma eAccounting
NorwayNetherlands
Weclapp
Germany
Buchhaltungsbutler
Germany
Visma Spiris
Sweden
SnelStart
Netherlands

[05]

Built For

Useful from your first business expense.

Business owners

Keep business spending organised without building a finance department first.

Bookkeepers and finance teams

Work from connected documents and payments, with exceptions available for review.

Employees and people on the road

Send documents and complete expense details through the WhatsApp agent.

Businesses across countries

Keep local expense detail together with the wider view of your teams and entities.

[06]

Why Rally Accounting

Less work between spending and bookkeeping.

Rally helps people complete expenses and gives the business a shared place to organise, review and hand over the records.

01

Expense work starts in chat.

The WhatsApp agent helps collect the documents and context that accounting needs.

02

AutoMatch connects the evidence.

Link supporting documents with payments to make the expense easier to understand and review.

03

Your team can review the record.

Keep the document alongside its extracted details so people can check and correct the output.

04

Accounting stays connected.

Prepare reviewed expense data for the connectors or export formats available for your accounting system.

05

The platform agent helps you progress.

Organise expenses, work through outstanding items and prepare the accounting handover in the same place.

[07]

FAQ

Common Questions

AutoMatch helps connect expense documents and card payments. It extracts and organises information for the wider expense workflow, supported by the WhatsApp agent and the platform agent.
No. Matching is one part of the workflow. Rally’s agents help people complete expense details, organise documents and transactions, work through items that need review and prepare accounting output.
Rally supports accounting connectors and file-based exports. These are different ways to move data into your accounting system; the available connector and format depend on your setup.
Review extracted details alongside the original document and payment. Your team can correct information and resolve items that need a decision before the accounting handover.
The WhatsApp agent helps people submit and complete expenses in chat. The platform agent helps the business organise and review those expenses and prepare their accounting output.
Yes. Self-employed businesses, small teams and larger finance teams can use the same document and expense workflow. The setup can grow with your people, cards and entities.
Yes. Keep expenses and their supporting documents together across countries, with currency and tax details available for your accounting review. Your accountant determines the treatment appropriate to your business.
Rally works alongside your business banking and prepares expense data for accounting. Prepaid spending uses the funded Rally balance. Connectors, imports and exports depend on the systems and methods supported in your setup.