Bookkeeping for PTA and charities
You joined the PTA to help organise the summer fair. Somehow, you’re now the treasurer. Tali is the dedicated bookkeeping tool built for PTA and charities. We handle the compliance, reporting, and Gift Aid claims, so you can spend less time on spreadsheets and more time supporting your cause—no accountancy qualification required.
Financial peace of mind
Managing funds for a PTA or charity shouldn't feel like a second job. Tali provides instant financial visibility and airtight accountability, ensuring you are always audit-ready.
Transparent Records: Effortlessly track donations and expenses in one secure, simple hub.
Audit-Ready Reports: Generate clear financial reports for AGMs and trustees in seconds.
Trusted Accuracy: Reconcile bank statements quickly to eliminate errors.
Maximise your funding with Gift Aid
Most PTA and charities are eligible for Gift Aid, but the paperwork often stands in the way. Tali flags Gift Aid opportunities and generates submission-ready reports for HMRC, helping you claim an extra 25% on eligible donations—effortlessly.
The 5-Minute Handover
Passing the baton at the end of the year shouldn’t be a nightmare. Forget the "shoebox of receipts" or complex Excel spreadsheets. With Tali, your financial records are structured, stored securely, and ready for your successor, making the annual handover process a simple, stress-free experience.
£49 a year. That’s it.
Simple, transparent pricing. No hidden percentage fees. No surprise upgrades. It is an affordable investment that saves you hours of work and helps your PTA or charity maximise its impact.
