Rally Accounting

Expense accounting,
with AI help throughout.

Upload a receipt and get a journal entry automatically. Rally’s WhatsApp agent and platform agent extract fields, match payments, correct errors and prepare clean, export-ready data across countries, entities and VAT regimes.

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CSV, Excel and DATEV 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. Downloadable files for the close.

    CSV, Excel, JSON and DATEV templates, driven by validated, structured data.

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.

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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.

Export-ready journal data

Receipts and card payments land in one pipeline as structured, validated records. Download the files your finance team needs.

An AI agent on your side

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

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Capabilities

A clearer record of what your business spends.

Rally produces structured, validated data for accounting exports: journal lines, VAT breakdowns, cost center allocations, all reconciled.

Accounting details in one record

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

Fuel and everyday business spending

Organise fuel, 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.

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Practical guides

Build the expense workflow around your business.

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

How AI agents help with expensing
Expenses alongside your business bank
Manage expenses across borders

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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.

Finance operations

Download CSV, Excel, JSON or DATEV-format files with receipts attached. Webhooks and workflows are available for internal tools.

[05]

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

Downloadable files for the close.

CSV, Excel, JSON and DATEV templates, driven by validated, structured data.

05

The platform agent helps you progress.

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

[06]

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.
Receipts are uploaded via web, WhatsApp or public link. Rally runs AI extraction, matches each receipt to the right payment, structures the data into export-ready fields (VAT, totals, cost centers), and validates everything before you download the files.
Rally prepares CSV, Excel, JSON and DATEV-format exports from matched, VAT-ready records. The available formats depend on your setup. Finance reviews the output in Rally, then downloads the files needed for the close.
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.
Rally processes a representative set of your receipts, tunes settings and configures your accounting mappings. Most teams are live in days, not weeks.
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.