The all-in-one recruiting platform
built for boutique agencies

AI-powered candidate matching, pipeline management, a client portal they'll actually use, outreach sequences, and finance tracking — all in one platform built for boutique recruiting agencies.

Free during beta · No card required

Built by a recruiting operations professional, for recruiting professionals.

app.tallieos.com/dashboard

Open Roles

14

In Pipeline

67

Interviews

8

Rev MTD

$42K

Applied

Screening

Interview

Offer

How Tallie works

One system for the whole desk — from first résumé to final invoice.

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 ← →.

CORE
OUTREACH
SCHEDULING
SEPARATE LOGINS
SETTINGS · AUDIT · INSIGHTS
STEP 1 OF 12

A résumé goes in. A usable record comes out.

Drop a CV, forward an application or paste a profile and Tallie parses it into structured fields — role, company, location, salary, skills — flagging anything uncertain for a one-click confirm. List and table views, boolean search, talent lists and duplicate detection sit on top of one pool.

◆AI Instant Match ranks the whole pool against any open job in seconds.
WHAT CHANGESOne pool, no re-typing
app.tallieos.com/candidates
T
Candidates
Candidates
✦ AI Instant Match
Thomas Adeyemi
94
Thomas Adeyemi
94% match
PE Finance
WORK HISTORY
Résumé

Right-sized for you

Built for boutique agencies and specialist firms

Whether you're a solo recruiter, a boutique agency, or a fast-growing firm — Tallie gives you enterprise-grade infrastructure without the enterprise price tag or complexity.

Executive search

High-touch, relationship-driven placements with full client visibility.

Contingency recruiting

High volume, fast-moving. Manage dozens of open roles without losing track.

Specialist & niche

Tech, finance, legal, creative — deep CRM for candidate relationships that span years.

Multi-discipline

Multiple practice areas, one workspace. No siloed tools per team.

For boutique agencies and specialist recruiting firms. Start free

Sound familiar?

Your hiring process isn't broken.
Your toolstack is.

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 Something is always out of date.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

Up and running in an afternoon

01

Set up your workspace

Invite your team, connect your email and calendar, configure your brand colour, and import existing candidates in minutes.

02

Add clients, jobs, and candidates

Create client records, open requisitions with custom pipeline stages, and add or import candidates. Then apply them to jobs and start moving.

03

Share the portal with your clients

Invite clients to their branded portal — they review submitted candidates, give structured feedback, and track hiring progress without a single email.

Everything you need

Built for how recruiters actually work

Sourcing & AI Match

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.

Pipeline Management

Customizable stages per job, Kanban boards with drag-and-drop, bulk stage actions, and AI match scores on every card.

Client Portal

Self-service portal where clients review candidates, approve or pass, and track pipeline progress — decisions sync back in real time, no login required.

Tallie Network

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.

Candidate Database

Full CRM with custom fields, skills tagging, source tracking, notes, timeline activity, and bulk CSV import.

Outreach Sequences

Multi-step email campaigns with AI-drafted messages and CAN-SPAM compliant unsubscribe — built for prospecting candidates and keeping clients warm.

Interviews & Scorecards

Schedule from the pipeline card with a Zoom, Meet, or Teams link on the invite. Google Calendar syncs two-way, and every interview is scored against the same criteria so feedback is comparable across recruiters.

Documents & E-signature

Fee agreements, offers, and contracts stored per client and candidate — share a link, protect it with a password, and collect a signature without leaving Tallie.

Chrome Extension

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.

Finance & Guarantees

Fee agreements, placement records, commission schedules, invoice generation, and automated guarantee check-ins at 30/60/90 days with refund calculations.

Reports & Analytics

Pipeline metrics, source performance, placement history, and activity reporting — all filterable by recruiter, job, client, or date range.

Privacy & Compliance

GDPR-aligned by design — consent tracking, data export and erasure tools, row-level security, two-factor authentication, and full audit logging.

Frequently Asked Questions

Who is Tallie for?

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.

What does it cost?

Tallie is free for the whole beta — no card, no trial countdown. While we're in beta we approve each new account by hand — usually within 1–2 business days, and often sooner. You sign up once; when you're approved you just sign in. No invite code and no sales call.

Can I import my existing data?

Yes. You can import candidates via CSV from any ATS (Bullhorn, Vincere, Recruit CRM, etc.). We support up to 2,000 candidates per import with automatic column mapping.

Do I need to install anything?

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.

Is my data secure?

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 can be required across your workspace. 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.

Can I control what each team member sees?

Yes — granular Permission Groups let you bundle permissions into named groups (e.g. 'Finance Team', 'Sourcers') and assign teammates. You can hide sensitive data from junior recruiters: fee amounts, candidate salaries, contact info (poaching prevention), client billing terms, and recruiter commission splits. Settings sub-areas (templates, integrations, data pipeline, audit log, etc.) can each be delegated independently without giving full admin access. Admins always bypass.

Can clients see my candidate database?

No. Clients only see candidates you've explicitly submitted to them through the portal. Your full database is private to your team.

How does sourcing and AI matching work?

Sourcing is a full-screen AI Sourcing panel: open it from Candidates → Talent Lists, or from a job's AI Match 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 — calibrated on 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

Join the 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

Looking for your next role?

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.