AI candidate matching, pipelines, a client portal they'll actually use, offers and fee agreements signed online, and invoicing — one platform for perm, retained and contract desks at boutique recruiting agencies.
Free during beta · No card required
Built by a recruiting operations professional, for recruiting professionals.
Open Roles
14
In Pipeline
67
Interviews
8
Rev MTD
$42K
Applied
Screening
Interview
Offer
Twelve steps, in the order a working day actually happens. They’re grouped the way the app is: Core, Outreach and Scheduling are separate tabs in your workspace, the portal and the network are separate logins, and the back office sits in Settings, Documents and Finance. Click through, or use ← →.
Drop in a CV, up to 50 at a time, or save a LinkedIn profile with the Chrome extension, and Tallie parses it into structured fields — role, company, location, skills and work history. List and table views, boolean search, talent lists and duplicate detection sit on top of one pool.
Right-sized for you
Whether you're a solo recruiter, a boutique agency, or a fast-growing firm — perm, retained or contract — Tallie runs the whole desk without the enterprise price tag or complexity.
Retainers billed in stages you set, such as signing, shortlist and placement, with the client following every search in their own portal.
High volume, fast-moving. Manage dozens of open roles without losing track.
Tech, finance, legal, creative — deep CRM for candidate relationships that span years.
Track assignments and approved hours, and bill them as invoices on each assignment's weekly or monthly cadence.
For boutique agencies and specialist recruiting firms — contingency, retained and contract. Start free
Sound familiar?
Your ATS, CRM, and finance live in three different apps
You're copying data between systems you pay for separately. Something is always out of date.
Clients have no visibility until you email them
Candidate details formatted into a Word doc. Emailed as a PDF. Feedback arrives days later over email, if at all.
You're running on memory and calendar reminders
Follow-ups fall through cracks. Deals go cold. Not because you're disorganised — because your tools are.
Tallie replaces all of it. One login. One source of truth.
Simple by design
Add your logo and brand colour, connect Gmail or Outlook and your calendar, and invite your team. Bring your data over from Bullhorn, Vincere, JobAdder, Loxo, Greenhouse or a spreadsheet. A hands-on Get started checklist on Home shows you each step in the app itself.
Add a client and send their fee agreement for e-signature. Open roles with your own pipeline stages, add or import candidates, and run AI Instant Match to see who fits.
Send clients their portal link. They sign in from an emailed link, review the candidates you submit, score the interviews they run, and read your weekly update on each role, without a single email chain. You decide what each contact can see.
Everything you need
One search across your database and the Tallie Network. AI scores every candidate against the role, you filter by skills, location, and availability, and you save searches that alert you when new people match.
Custom stages per job, drag-and-drop boards, bulk stage moves, and AI match scores on every card. Walk every open role from one Pipelines view, with candidates flagged once they sit in a stage too long.
Clients sign in from an emailed link, with no password to remember. They approve, pass or hold on each shortlist, score interviews from a guest link, and read shared reports, your weekly role updates and their invoices. You choose what each contact sees.
Candidates build profiles, browse open roles, and get matched to jobs they actually qualify for. You source from a pool of people who already opted in.
Full CRM with AI résumé parsing, custom fields, skills tagging, boolean search, source tracking, notes, a timeline of activity, and bulk import.
Multi-step email campaigns with AI-drafted steps, open and click rates for every step, and an unsubscribe link on every email. A reply pauses that person's run automatically.
Book from the pipeline card or send a self-schedule link, with a Zoom, Google Meet, or Teams link on the invite. Google and Outlook calendars sync, and every interviewer scores against the same criteria, so feedback is comparable.
Draft the offer letter, get the client's sign-off, send it for e-signature, and keep the acceptance on record, amendments included. Fee agreements are signed the same way, with an audit certificate.
Save a candidate from LinkedIn without leaving the page. It dedupes against your database, logs the source, and lands in the same pipeline as everything else.
Placements take their terms from the signed offer and fee agreement. Invoices go out as PDFs, with tax, credit notes and each invoice in its own currency. Retainers bill in stages, contract hours bill from approved timesheets, and 7/30/60/90-day check-ins track every guarantee.
Pipeline metrics, source performance, placement history, and activity reporting — filterable by recruiter, job, client, or date range, and shareable straight into a client's portal.
An assistant at the top of every page that knows what you're looking at. Ask about the candidate, job or client in front of you. It only answers from what you're allowed to see.
Plain-language rules acknowledge applicants, nudge stale candidates and chase missing scorecards. You choose which events reach you in the app or by email.
Install Tallie on your home screen. Candidates, jobs, clients, messages and interviews all work on a phone, and the whole app comes in light and dark themes.
GDPR-aligned by design — consent tracking, data export and erasure tools, row-level security, two-factor authentication, and full audit logging.
Tallie is built for independent recruiters, boutique agencies, and specialist search firms — whether you're a solo operator or managing a team of 50+. If you place candidates for clients, Tallie is for you.
Tallie is free for the whole beta — no card, no trial countdown. During the beta a new account may be reviewed by hand before it opens — usually within 1–2 business days, and often sooner. You sign up once; if yours is reviewed, you just sign in when it's approved. No invite code and no sales call.
Yes. Settings → Data Import moves clients, jobs, candidates, applications, notes and placements over from Bullhorn, Vincere, JobAdder, Loxo, Greenhouse, a spreadsheet, or another system. You match their columns to Tallie's, and any rows that are refused come back as a download you can fix and retry. For candidates alone, import a CSV of up to 2,000 rows or up to 50 résumés at once, each parsed by AI.
No. Tallie is a fully web-based platform — just log in from any browser. There is an optional Chrome extension on the Chrome Web Store for saving candidates straight from LinkedIn, but nothing about the platform depends on it. On a phone, you can add Tallie to your home screen and use it like an app.
Every connection runs over HTTPS and your data is encrypted at rest. Access is enforced in the database itself with row-level security, on top of role-based access and granular permission groups (down to fee visibility, candidate salary, client billing, and contact info), and sensitive actions are written to an audit log you can read yourself. Two-factor authentication is available on every account, and you can require it for your workspace's admins. We build to GDPR principles — consent tracking, plus data export and erasure tools in Settings — and your data stays yours: export or delete it at any time. Our security programme is designed to align with the SOC 2 Type II criteria, though we are not yet certified, and we'd rather tell you that than imply otherwise.
Yes — granular Permission Groups let you bundle permissions into named groups (e.g. 'Finance Team', 'Sourcers') and assign teammates. Decide whether someone sees every candidate, job and client or only their own, and hide sensitive data from junior recruiters: fee amounts, candidate salaries, contact info, client billing terms, and recruiter commission splits. Parts of Settings — templates, automations, custom fields and tags, messenger webhooks — can be handed to someone without making them an admin. Admins always bypass.
Yes. A retained fee agreement sets the stages the retainer is billed in — a third on signing, a third at shortlist and a third on placement unless you change them — and each new role for that client starts from that schedule. For contract and temp, record the assignment and approve the hours, and Tallie drafts the invoices on each assignment's weekly or monthly cadence.
No. Clients only see candidates you've explicitly submitted to them through the portal. Your full database is private to your team.
Sourcing is a full-screen AI Sourcing panel: open it from Candidates → Talent Lists, or run AI Instant Match from a job's Pipeline tab to have it scoped to that role. It's one search across your own database and the Tallie Network, with a source toggle (my database, the network, or both). Magic Search lets you describe who you're after in plain English instead of building a boolean string, and our AI scores each candidate against the role from 0–100 with specific match reasons and concern flags — and once you've made a few placements, it's tuned to what your agency's own placements actually looked like. Filter by skills, location, availability, remote preference, and experience, then add anyone straight to a job or a list. Save a search and switch on alerts to hear about new matches. With nothing typed it opens on AI-recommended candidates you already have, so there's always a starting point.
Now in beta
Free for the whole beta — whether you're a solo recruiter or a growing agency. Your feedback shapes the product.
No card required · hello@tallieos.com
For candidates
Browse open roles from recruiting agencies across the Tallie platform. Create a profile once and let the right opportunities find you — no spam, no endless re-applying.