TactlyEverything Tactly does
Split into what's actually AI-generated, what's smart-but-deterministic logic over your own data, and the plain tracking tools underneath — so you know exactly what's calling a model and what isn't.
Runs on AI
AI-generated, fresh every time
These call a real language model on demand — nothing here is pre-written or templated.
Tone Dial + dual drafts
Pick friendly, firm, or final — Tactly suggests one based on how overdue the invoice is. Generate writes two full variants plus a one-line rationale for the tone, fresh every time — personalized using that client's own history and your own writing-voice setting, not a generic template.
Quick Add (photo & voice)
Snap a photo of a paper invoice or describe one out loud. A vision/language model reads out the client, amount, and due date for you to confirm before it's saved.
Reply analysis
Paste a client's reply and get its tone read plus a suggested next tone to use — apply it to the invoice with one click.
Batch drafting (agentic)
One click runs the drafting flow autonomously across every overdue invoice in sequence, not just one — it makes the tone decision and the draft call per invoice on its own, without you opening each one by hand.
Standing escalation agent (agentic)
Runs automatically every time you open the dashboard — no click needed. It finds invoices that have quietly escalated past what their last reminder covered (or were never reminded at all despite being overdue) and drafts the next one on its own, tagged "Auto-drafted" and waiting for your review. The most autonomous thing here: it decides what needs attention and acts, between your sessions, not just when asked.
Weekly housekeeping agent (agentic)
A second standing agent, but built to observe rather than act: once a week it reviews your whole book of business on its own and surfaces invoices that have been through the full reminder ladder and are still unpaid (worth a real decision, not another auto-draft) plus likely duplicate entries — a judgment call it flags for you rather than making itself.
Adaptive relationship memory (agentic)
Every time you analyze a client's reply, Tactly remembers the sentiment — and folds that history into every future draft for that client, so a relationship that's shown itself to be defensive, stalling, or genuinely on-track gets treated accordingly, automatically, without you re-explaining it each time.
Site-wide chat assistant
A conversational assistant on every page that knows Tactly's real features and routes anything it can't answer to the Contact page rather than guessing.
Zero AI cost
Smart, but deterministic
These feel intelligent but are pure calculation over your own invoice data — no model call, no marginal cost, instant.
Today's briefing
Surfaces up to three invoices that most need attention today, with a plain-language reason for each — pure logic over your own data, no AI call, so it's instant and free.
Cash-flow forecast
Projects roughly when your outstanding invoices will actually get paid, based on each client's own historical lateness — not a guess, a calculation.
Per-client risk score
Every client gets a reliability read (Reliable / Some delay / Slow) computed from their real payment history, visible before you even start drafting.
Smart follow-up dates
Suggests when to check back in on an invoice based on how long that specific client has taken to pay after a reminder in the past.
Monthly recap & on-track summary
How much you've actually recovered this month, and how many of your unpaid invoices are still in good shape versus genuinely at risk — a real-time snapshot, recalculated live, not a static badge.
Clean streak
How many of your most recently paid invoices in a row never needed a final notice — rewards catching things early, computed instantly from reminders and payment dates already on file.
The foundation
Core tracking
The plain, unglamorous parts that make the rest possible.
Aging dashboard
Every invoice bucketed by how overdue it is, with outstanding/at-risk/recovered totals at a glance.
Reminder history
Every draft ever generated for an invoice, timestamped, with a mark-sent toggle — nothing is ever sent automatically.
CSV export & backup
Export your invoice list, or back up and restore everything as a JSON file.
Optional Google sign-in
Fully optional — Tactly works entirely locally by default. Sign in to sync invoices and settings to your account across devices.
Writing-voice setting
Describe how you actually write once in Settings, and every draft — manual, batch, or auto-escalated — follows it instead of a generic default tone.