The QuickBooks-native financial OS
for row-crop farms.
We turn the books farmers already keep into actionable financial insight — cost of production and profitability by field, by crop, all season long.
Farms run real businesses
without real financial systems.
Agriculture is one of the least digitized industries relative to its size. QuickBooks holds the books, but not field activity. Generic agtech holds activity, but not the financials. Farmers pay for the gap in lost visibility into profitability — and accountants pay for it in hours of reconciliation every season.
QuickBooks turned into
a financial operating system.
- Connect field activity to QuickBooks
- Structure into clean entity-level reporting (Schedule F-ready)
- Drill down to cost of production by field, by crop
- Season-long visibility for farmers, accountants, lenders
Five structural advantages.
- Built on QuickBooks. No migration, no rip-and-replace. We fit the workflow farms and accountants already use.
- Accountant-amplified GTM. One converted ag CPA unlocks an entire client book — built-in distribution.
- Capital-efficient by design. Lean team, AI-leveraged operations, growth driven by adoption — not capital spend.
- Deep ag and agtech experience. Both founders have built and scaled multiple revenue organizations — including from zero.
- Built for adoption, not fundraising. Patient enough for the real timeline of agriculture.
SaaS, land-and-expand.
| Plan | Price | Use Case |
|---|---|---|
| Basic | $19/mo | Core financials · Schedule F-ready · AI assistant |
| Manage | $49/mo | + Lender-ready reports · equipment & field records |
| Plan | $89/mo | + Field & grain marketing plans · field-level P&L |
| Execute | $129/mo | + Plan vs. actual · full reporting & analytics suite |
Customers grow as reliance grows — Basic anchors, Manage and Plan drive core economics, Execute compounds. Agentic AI add-on: $200 / farm / month — future expansion lever, available on any tier.
Hybrid motion
built around accountants.
- 01 Accountant-led distribution. Trusted relationships. Multi-farm reach. Immediate value via reporting and organization.
- 02 Inbound + free trial. Low-friction entry. Discovery via content, referral, word of mouth.
- 03 Sales-assisted expansion. Once dense in a region, expand into existing accounts and adjacent firms.
Result: Lower CAC · higher conversion · real expansion economics.
Built to last,
not just to raise.
4 to 7 employees through Year 5 · $880K Y5 ARR per employee · $1.5–1.6M Y5 cost base (loaded). Growth driven by adoption, not capital spend.
Operators with direct
ag and GTM experience.
Agtech across the supply chain. Led GTM (sales, marketing, RevOps, partnerships). Built companies from pre-seed through acquisition. MBA, Michigan Ross (with distinction).
Cross-functional operator across sales, product, partnerships, and operations. Builds systems that coordinate stakeholders. Complements GTM with product and operational depth.
Aligned for
long-term performance.
- Delaware C-Corp · founder-led, tight cap table
- 3-person voting board (2 founders + 1 lead investor)
- Profit-sharing instead of stock options
- Cash tied to profitability · paid during employment
$1.5M · targeting 20–25% — likely convertible note
18–24 months to EBITDA breakeven. Built for profitability. Not dependent on future raises.
The QuickBooks-native financial OS
for row-crop farms.
TallyAg connects field activity directly to the QuickBooks farms and CPAs already use — turning bookkeeping into a financial operating system. Subscription SaaS across four tiers plus a premium agentic-AI add-on. EBITDA breakeven in Year 3, 53% margin by Year 5 on $5.4M revenue.
| Y1 | Y2 | Y3 | Y4 | Y5 | |
|---|---|---|---|---|---|
| Revenue & ARR | |||||
| Cash Revenue | $175K | $856K | $2.09M | $3.70M | $5.35M |
| End-of-Year ARR | $425K | $1.41M | $3.05M | $4.79M | $6.47M |
| Margins | |||||
| Gross Margin | 86% | 70% | 78% | 81% | 82% |
| EBITDA | ($705K) | ($560K) | $245K | $1.54M | $2.86M |
| EBITDA Margin | nm | nm | 12% | 42% | 53% |
| Balance Sheet & Team | |||||
| Ending Cash | $795K | $236K | $432K | $1.66M | $3.95M |
| Total Headcount | 4 | 6 | 6 | 7 | 7 |
| Year | Milestone |
|---|---|
| Y1 | CTO + Head of Sales hired · product live mid-year |
| Y2 | Dir. Marketing + Support added · $1.41M ending ARR |
| Y3 | EBITDA breakeven ($245K) · $3.05M ARR · first distributions |
| Y5 | $6.47M ARR · 53% EBITDA margin · self-funding |
$1.5M seed · targeting 20–25% · likely structured as a convertible note.
18–24 months runway to EBITDA breakeven.
The QuickBooks-native financial OS
for row-crop farms.
We turn the books farmers already keep into actionable financial insight — cost of production and profitability by field, by crop, all season long. Investor Deck · Confidential · April 2026.
Farmers can't run a business
they can't see.
Modern farms are real businesses — multi-million dollar, capital-intensive, with multiple enterprises across hundreds or thousands of acres. But farmers don't have a financial system that ties field activity to the numbers. The default is spreadsheets, manual workarounds, and a year-end scramble to make sense of it all.
- Field activity lives in notebooks, apps, and memory
- Financials live in QuickBooks — disconnected from the field
- No system ties what happens in the field to what shows up in the books
- No real cost of production
- No profitability by field, crop, or enterprise
- Decisions made on gut feel — and after the season is over
- Lost profitability, every season
- Hours buried in reconciliation and reporting
- Friction with accountants, lenders, partners
It's not the problem.
It's the company structure.
Everyone in ag has known about this gap for two decades. Agtech has been trying to close it the whole time. The reason it remains open isn't because the problem is unclear — it's because the companies trying to solve it were built the wrong way.
VC investment required outsized growth promises. Founders had to commit to ARR curves and timelines that agriculture could never deliver — so they built ahead of demand to chase the slide.
Result: build before the market was ready.
Ag adoption is slow, seasonal, and trust-based. Real product-market fit requires years inside the operation. VC fund clocks (5–7 years) can't accommodate that — the round forces a pivot before the product earns its place.
Result: pivot before PMF, restructure, or shut down.
15 YEARS · THE SAME PATTERN: Raise → Build ahead of demand → Miss → Pivot → Restructure → Shut down.
AI didn't just change software.
It changed who builds it.
The cost and speed of building software has collapsed. Teams of ten ship what teams of a hundred used to. Domain expertise and customer relationships now matter more than engineering scale. The advantage has fundamentally flipped.
- Cost and speed of building software dropped dramatically
- Smaller teams now ship high-quality, domain-specific products
- Domain expertise outweighs engineering headcount
- Build without massive upfront capital
- Iterate with real customers, not in stealth
- Align timelines with adoption — not a fund clock
Power has moved from capital and engineering scale — to operators with relationships and subject-matter expertise.
QuickBooks turned into
a financial operating system.
TallyAg is the first system to connect farm operations directly to the books farms and accountants already use. No migration. No replacing tools that work.
- Field activity → financial records. Inputs, operations, production captured and mapped to QuickBooks.
- Clean entity-level reporting. Financials organized the way lenders, advisors, and farmers need them.
- Automated Schedule F workflows. Tax-ready reporting without the year-end reconciliation scramble.
- Profitability by crop and field. Know what's actually making money, all season long.
- Whole-farm financial clarity. One system connecting all of it.
Every part of your farm.
Finally in one place.
Built on QuickBooks. TallyAg is organized into the modules that cover your whole operation — not just the books, not just the fields. Everything connected.
- QuickBooks-native (two-way sync)
- Ag-specific reporting · Schedule F ready
- Full farm P&L · multi-entity support
- FFSC financial ratios · CPA/consultant access
- Field records & operations tracking
- Input inventory tracking
- Field-level profitability · cost per acre/bushel
- Yield + APH history · activity planning
- All contract types (cash, HTA, basis)
- Bin inventory + harvest flow · position tracking
- Equipment registry · MACRS, Sec. 179, bonus
- True cost per hour
- Land agreements + cash rent
- 13 reports live (Schedule F, 4562)
- Banker package · six-ratio benchmarking
- AI assistant — every plan
Up and running in
under 30 minutes.
Link your QuickBooks account, set up your entity, and bring in your fields. Guided onboarding — most farms are connected in under 30 minutes.
Transactions auto-matched to ag-specific Schedule F categories. Income and expenses linked to fields, crops, and enterprises.
Log operations, grain in bins and contracts, livestock, custom work. Every income stream feeds the financial picture. Schedule F always ready.
No manual reconciliation. No lag between operations and financials. / Decisions you make all season.
Built for the
Midwest family farm.
500 to 10,000 acres. Row crops — corn, soybeans, wheat. Family-run. A trusted accountant. QuickBooks already in the mix. The platform scales with the operation, not the other way around.
- Cost per acre by field — know what every acre costs
- Grain position — contracts, bins, unpriced exposure
- Planned vs. actual by field and crop, all season
- Land agreements and cash rent analysis by field
- Schedule F ready — no year-end scramble
- AI assistant for any financial or farm question
Family-run row crop, 500–10,000 acres, Midwest
- Transactions already categorized to Schedule F lines
- Income classified — crop sales, gov payments, custom work
- Less cleanup, faster close — every year
- Secure portal access to client data anytime
- Balance sheet and P&L ready from QuickBooks
- Multi-farm distribution leverage
Ag CPAs and bookkeepers — primary GTM channel
Constraint is execution.
Not TAM.
There are 1.86 million U.S. farms. Our ICP — family row-crop operations using QuickBooks — is a 300–400K segment. We don't need to win all of agriculture. We need to execute against a focused wedge.
Hybrid motion built
around accountants.
Ag CPAs and bookkeepers serve multiple farms each. They're already trusted financial advisors. One converted accountant unlocks an entire client book — built-in distribution, lower CAC.
- Trusted relationships
- Multi-farm reach per CPA
- Immediate value via reporting
- Geographic clustering
- Low-friction entry
- Content-led discovery
- Founding-rate offer
- Word of mouth
- Once dense in a region, expand
- Adjacent firms
- Existing accounts upsell
- Tier upgrade motion
RESULT: Lower CAC. Higher conversion. Real expansion economics.
Five structural advantages.
- Built on QuickBooks. No migration, no rip-and-replace. We fit the workflow farms and accountants already trust.
- Accountant-amplified GTM. One converted ag CPA unlocks an entire client book — built-in distribution, lower CAC.
- Capital-efficient by design. Lean team, AI-leveraged operations. Growth driven by adoption — not by capital spend.
- Deep ag and agtech experience. Both founders have built and scaled multiple revenue organizations — including from zero.
- Built for adoption, not fundraising. Patient enough for the real timeline of agriculture. Profitability isn't a side effect — it's the design.
Four tiers, land-and-expand.
| Plan | Price | Use Case |
|---|---|---|
| Basic | $19/mo | Core financials · Schedule F-ready · AI assistant |
| Manage | $49/mo | + Lender-ready reports · equipment & field records |
| Plan | $89/mo | + Field & grain marketing plans · field-level P&L |
| Execute | $129/mo | + Plan vs. actual · full reporting & analytics suite |
Customers grow as their reliance grows — Basic anchors the relationship, Manage and Plan drive core economics, Execute compounds. Founding-rate pricing locked for life for early customers. Premium agentic-AI add-on as a future expansion lever.
FUTURE EXPANSION · AGENTIC AI ADD-ON: Hire a dedicated AI agent for your operation. $200 / farm / month. Available on any tier.
Built to last,
not just to raise.
OPERATING MODEL
Adoption-driven growth.
4 to 7 / employees through Year 5 · $880K / Y5 ARR per employee · $1.5–1.6M / Y5 cost base (loaded). Growth comes from customers, not capital.
Operators with
real ag and agtech experience.
Both founders have built and scaled multiple revenue organizations — including from zero. Deep relationships across the ag and agtech space.
Agtech experience across the agricultural supply chain. Led GTM across sales, marketing, RevOps, and partnerships. Built and scaled revenue organizations from pre-seed through growth and acquisition.
- GTM leadership across sales, marketing, RevOps, partnerships
- Direct experience with field data, workflows, and financial systems
- Built companies through pre-seed, growth, and acquisition
- MBA, University of Michigan Ross (with distinction)
Cross-functional operator across sales, product, partnerships, and operations. Builds systems requiring coordination across multiple stakeholders. Complements GTM leadership with product and operational depth.
- Sales, product, partnerships, and operations leadership
- Strong execution across customer-facing and internal functions
- Built systems requiring multi-stakeholder coordination
- Product and operational depth
Lean by design.
AI-leveraged by default.
- Small & elite. We scale by capability, not headcount. Every hire raises the bar.
- Versatile. Team members operate across functions. Narrow job descriptions are a luxury for later.
- Hire for talent, not need. We identify exceptional people and build around their strengths.
- Founders fill gaps. Leadership stays close to the ground. We don't delegate what we don't understand.
- AI-driven inbound + follow-up: Automated qualification and nurture, 24/7 — no extra sales headcount.
- In-product onboarding + support: AI-guided setup reduces time-to-value and support burden.
- Operational efficiency: Routine operations handled through intelligent automation.
Aligned for
long-term performance.
75/25 Founders / Lead investor
- Andrew Paine Co-Founder · Voting
- Chris Wilde Co-Founder · Voting
- Lead investor Voting
- Plus non-voting observer/advisory seats
- Cash tied to company performance
- Paid during active employment
- Aligns team with profitability
- Avoids dilution of early backers
A different shape
of return.
TallyAg is built to be profitable. That changes the shape of investor returns. Equity upside if we scale, plus the optionality of distributions if we don't need to raise again. Early money in doesn't get diluted by future rounds.
$1.5M at 20–25% in a / $5.4M revenue / $6.2M ARR business. Meaningful upside as the business scales. The company is built to grow without needing future raises — so early ownership compounds rather than dilutes.
$2.8M EBITDA by / Year 5 enables cash returns. TallyAg is built for profitability. As the business generates cash, distributions become possible. This isn't a standard VC swing-for-exit — early investors aren't punished by lack of a fire-sale outcome.
Raising $1.5M seed for the foundation.
$1.5M / Targeting 20–25% — likely structured as a convertible note. 18–24 months runway to EBITDA breakeven. Built for profitability — not dependent on future raises.
Operators with deep ag
and agtech experience.
Combined 35+ years across the agricultural supply chain. Andrew leads GTM — sales, marketing, RevOps, and partnerships. Chris leads product, operations, and the ag relationships that drive adoption. Both founders have built and scaled multiple revenue organizations — including from zero.
- 15+ years of go-to-market leadership across sales, marketing, RevOps, and partnerships
- Direct experience with field data, operational workflows, and financial systems in agriculture
- Built companies from pre-seed through growth, fundraising, and acquisition
- MBA, University of Michigan Ross (with distinction)
- 20+ years in agriculture with deep industry relationships and domain expertise
- Strong understanding of how technology is adopted and used in real ag operations
- Experience across product, operations, partnerships, and go-to-market execution
- Focused on building systems that integrate into real-world workflows
Andrew brings GTM and venture experience.
Chris brings ag depth and trust.
One founder brings the experience of raising capital, scaling teams, and executing go-to-market from zero. The other brings the trust and domain expertise that agriculture requires before anyone opens a door. Together, they cover the full arc from product to customer to capital.
Lean core team. Sales acceleration
unlocked by attainment.
Baseline plan grows from 4 to 7 FTE through Year 5. Sales hires beyond the Head of Sales are revenue-gated — added only when ARR thresholds and CAC targets validate the next investment. No speculative headcount.
| Role | Function | Y1 | Y2 | Y3 | Y4 | Y5 |
|---|---|---|---|---|---|---|
| Co-Founder (Andrew) | Founders | Hired | ✓ | ✓ | ✓ | ✓ |
| Co-Founder (Chris) | Founders | Hired | ✓ | ✓ | ✓ | ✓ |
| CTO / Full-Stack Engineer | Engineering | Hired | ✓ | ✓ | ✓ | ✓ |
| Head of Sales | Sales | Hired | ✓ | ✓ | ✓ | ✓ |
| Director of Marketing | Marketing | — | Hired | ✓ | ✓ | ✓ |
| Customer Support | COGS | — | Hired | ✓ | ✓ | ✓ |
| G&A / Operations | G&A | — | — | — | Hired | ✓ |
| Baseline Headcount | 4 | 6 | 6 | 7 | 7 |
| Role | Revenue Trigger | Expected Impact | Loaded Cost |
|---|---|---|---|
| 2nd Sales Rep | ARR crosses $750K · CAC validated <$600 | Adds ~30–40% incremental pipeline capacity | $120K |
| 3rd Sales Rep / AE | ARR crosses $2M · outbound motion proven | Dedicated enterprise / co-op channel coverage | $130K |
| Sales Dev Rep (SDR) | Head of Sales requests inbound volume support | Feeds pipeline; reduces AE time on top-of-funnel | $80K |
| 2nd Marketing FTE | Content / SEO becomes bottleneck post-Y2 | Organic growth; reduces paid media dependency | $110K |
Each sales hire must be net-positive within 2 quarters based on pipeline data. No speculative headcount.
Comp above includes estimated benefits. S&M is excluded from the 20% benefits formula to avoid double-counting.
Customer support headcount is treated as a direct cost of revenue — not an operating expense. SaaS best practice.
Leadership stays close to the ground. We don't delegate what we don't understand. Narrow job descriptions are a luxury for later.
Five-year model.
Every number sourced.
Revenue build, cost structure, ARR waterfall, cash runway, and unit economics — Year 1 through Year 5. All figures derived from the working Excel model.
| Line Item | Y1 | Y2 | Y3 | Y4 | Y5 |
|---|---|---|---|---|---|
| Revenue | |||||
| Platform Subscription | $151K | $651K | $1.60M | $2.85M | $4.15M |
| AI Add-on | $25K | $205K | $487K | $845K | $1.20M |
| Total Revenue | $175K | $856K | $2.09M | $3.70M | $5.35M |
| Gross Profit | |||||
| Platform COGS (infra, QB API, payments, AI) | $18K | $78K | $192K | $342K | $498K |
| AI Add-on COGS (LLM compute) | $7K | $62K | $146K | $253K | $360K |
| Support Headcount COGS | — | $120K | $120K | $120K | $120K |
| Total COGS | $25K | $260K | $458K | $716K | $978K |
| Gross Profit | $150K | $597K | $1.63M | $2.98M | $4.37M |
| Gross Margin % | 85% | 70% | 78% | 81% | 82% |
| Operating Expenses | |||||
| Engineering & Product (CTO) | $124K | $165K | $165K | $165K | $165K |
| S&M — Headcount (loaded) | $130K | $240K | $324K | $324K | $324K |
| S&M — Media & Advertising | $120K | $210K | $300K | $300K | $300K |
| General & Administrative | $40K | $60K | $80K | $100K | $130K |
| Founders Compensation (flat $170K each) | $340K | $340K | $340K | $340K | $340K |
| Benefits & Payroll Taxes (20%) | $101K | $113K | $117K | $121K | $127K |
| Performance Bonus Pool | — | $28K | $59K | $91K | $127K |
| Total OpEx | $855K | $1.16M | $1.38M | $1.44M | $1.51M |
| EBITDA & Net Income | |||||
| EBITDA | ($705K) | ($560K) | $245K | $1.54M | $2.86M |
| EBITDA Margin | NM | NM | 12% | 42% | 53% |
| Distributions Paid (20% of EBITDA) | — | — | $49K | $308K | $572K |
| Net Income / Retained | ($705K) | ($560K) | $196K | $1.23M | $2.29M |
S&M headcount already loaded with benefits. Benefits & payroll taxes (20%) applied to Engineering, G&A, and Founders only. Bonus attainment: 0% Y1 → 100% Y5.
| Metric | Y1 | Y2 | Y3 | Y4 | Y5 |
|---|---|---|---|---|---|
| Customer Count (End of Year) | |||||
| Total Farms | 410 | 1,304 | 2,761 | 4,277 | 5,714 |
| Net New Farms Added | 410 | 894 | 1,457 | 1,516 | 1,437 |
| AI Add-on Farms (10% adoption) | 41 | 130 | 276 | 428 | 571 |
| Farms by Tier (End of Year) | |||||
| Basic · $19/mo | 82 | 222 | 387 | 513 | 571 |
| Level 1 · $49/mo | 205 | 652 | 1,381 | 2,139 | 2,857 |
| Level 2 · $89/mo | 62 | 209 | 497 | 813 | 1,143 |
| Level 3 · $129/mo | 62 | 222 | 497 | 813 | 1,143 |
| ARR Build (End of Year) | |||||
| Blended Platform ARPU (monthly) | $61 | $64 | $66 | $68 | $70 |
| Platform ARR | $301K | $1.00M | $2.20M | $3.50M | $4.80M |
| AI Add-on ARR | $98K | $312K | $662K | $1.03M | $1.37M |
| Total ARR — End of Year | $400K | $1.31M | $2.86M | $4.53M | $6.17M |
NRR = 100%: tier upgrades and acreage expansion exactly offset 7% gross churn. Net ARR growth driven entirely by new logo adds.
| Metric | Y1 | Y2 | Y3 | Y4 | Y5 |
|---|---|---|---|---|---|
| Opening Cash | $1.50M | $795K | $236K | $432K | $1.66M |
| Investment Received | $1.50M | — | — | — | — |
| Net Cash from Operations | ($705K) | ($560K) | $196K | $1.23M | $2.29M |
| Closing Cash | $795K | $236K | $432K | $1.66M | $3.95M |
| Monthly Net Burn / (Generation) | $59K | $47K | Gen. | Gen. | Gen. |
| Implied Runway | 26 mo | 17 mo | Profitable | Profitable | Profitable |
$1.5M deployed over 18–24 months. No future raise required — cash generative from Y3. Closing cash balance grows to $3.95M by Year 5.
| Metric | Y1 | Y2 | Y3 | Y4 | Y5 |
|---|---|---|---|---|---|
| Pricing & Retention | |||||
| Blended Platform ARPU (annual) | $732 | $767 | $797 | $818 | $840 |
| Gross Revenue Churn | 7% | 7% | 7% | 7% | 7% |
| Net Revenue Retention (NRR) | 100% | 100% | 100% | 100% | 100% |
| LTV, CAC & Payback | |||||
| Customer Acquisition Cost (CAC) | $610 | $503 | $428 | $412 | $434 |
| Blended Platform LTV | $9,202 | $9,640 | $10,017 | $10,288 | $10,560 |
| LTV / CAC Ratio | 15.1× | 19.2× | 23.4× | 25.0× | 24.3× |
| CAC Payback Period | 11.4 mo | 9.0 mo | 7.3 mo | 6.9 mo | 7.0 mo |
| LTV by Tier | |||||
| Basic · $19/mo | $2,866 · constant across years | ||||
| Level 1 · $49/mo | $7,392 · constant across years | ||||
| Level 2 · $89/mo | $13,426 · constant across years | ||||
| Level 3 · $129/mo | $19,461 · constant across years | ||||
| Efficiency | |||||
| Total Headcount (FTE) | 4 | 6 | 6 | 7 | 7 |
| ARR per Employee | $100K | $219K | $477K | $647K | $882K |
CAC = total S&M spend (headcount + media) ÷ net new farms. LTV = annual ARPU × gross margin ÷ gross churn rate. Economic LTV higher with NRR = 100%.
- Basic: $19/mo · Core financials + AI assistant
- Level 1: $49/mo · + Lender reports + field records
- Level 2: $89/mo · + Field plans + field-level P&L
- Level 3: $129/mo · + Plan vs. actual + full analytics
- AI Add-on: $200/mo · Optional, any tier
- User Retention Rate (URR): 93% annually
- Gross churn: 7% · NRR: 100%
- Platform gross margin: 88% (infra-only)
- AI add-on gross margin: 70% (LLM compute)
- Benefits & payroll taxes: 20% of eligible comp
- Basic: 10% of farms
- Level 1: 50% of farms (core economics tier)
- Level 2: 20% of farms
- Level 3: 20% of farms
- AI add-on: 10% adoption across all tiers
- 20% of positive EBITDA distributed annually
- $0 until EBITDA turns positive (Y3)
- Y3: $49K · Y4: $308K · Y5: $572K
- Cumulative through Y5: $929K returned
- Bonus attainment: 0% Y1 → 25% Y2 → 100% Y5
Your whole farm.
One clear picture.
TallyAg is raising $1.5M seed to commercialize the first farm financial management platform built natively on QuickBooks. Revenue is subscription-based across four tiers plus a premium AI add-on. The model reaches EBITDA breakeven in Year 3 and delivers a 53% EBITDA margin by Year 5 on $5.4M revenue.
| Y1 | Y2 | Y3 | Y4 | Y5 | |
|---|---|---|---|---|---|
| Revenue & ARR | |||||
| Cash Revenue | $175K | $856K | $2.09M | $3.70M | $5.35M |
| End-of-Year ARR | $400K | $1.31M | $2.86M | $4.53M | $6.17M |
| Margins | |||||
| Gross Margin % | 86% | 70% | 78% | 81% | 82% |
| EBITDA | ($705K) | ($560K) | +$245K | +$1.54M | +$2.86M |
| EBITDA Margin % | NM | NM | 12% | 42% | 53% |
| Balance Sheet & Team | |||||
| Ending Cash | $795K | $236K | $432K | $1.66M | $3.95M |
| Total Headcount | 4 | 6 | 6 | 7 | 7 |
- Y1: CTO + Head of Sales hired · product live mid-year
- Y2: Dir. of Marketing + Support added · $1.31M ARR
- Y3: EBITDA positive — $245K · $2.86M ARR
- Y5: $6.17M ARR · 53% EBITDA margin · self-funding
- Team: CTO, Head of Sales — core Y1 hires
- Product: platform build-out & QB integration
- Marketing: paid media + brand launch ($10K/mo Y1)
- Runway: 24+ months to EBITDA breakeven
Built around accountants.
Built to compound.
Ag CPAs each serve dozens of farms. They're already trusted financial advisors. We turn that relationship into a flywheel — a grower signs up, refers their CPA, and the CPA brings more growers. Each cycle compounds: lower CAC, higher trust, geographic density.
- Multi-farm reach per CPA
- Already trusted advisors
- Geographic clustering
- Lower CAC, faster conversion
- 14-day free trial
- Founding-rate pricing
- Content + SEO
- Customer referrals
- Tier upgrade motion
- Adjacent CPA outreach
- AI Agent add-on (future)
- Multi-entity expansion
Result: Lower CAC · Higher conversion · Real expansion economics
Built for the Midwest family farm.
- Family-run row-crop farms · 500–10,000 acres
- Midwest / Corn Belt · corn, soybeans, wheat
- Already on QuickBooks · multi-entity, rented ground
- Trusted ag CPA already in the relationship
- Built on QuickBooks. Zero migration friction for farms or CPAs.
- CPAs are already trusted. We borrow trust, not build it from scratch.
- AI assistant is the wedge. Product-led entry on every plan.
- Density compounds. One firm of CPAs unlocks 20+ farms in one zip code.
Four tiers · one platform.
TallyAg connects field activity directly to the QuickBooks farms and CPAs already use. No migration. No rip-and-replace. Founding-rate pricing locked for life.
| EntryBasic$19/mo | CoreManage$49/mo | Operator · Most PopularPlan$89/mo | PremiumExecute$129/mo | |
|---|---|---|---|---|
| Core Financials | ||||
| Balance sheet, income statement & cash flow | ✓ | ✓ | ✓ | ✓ |
| Schedule F-ready reporting | ✓ | ✓ | ✓ | ✓ |
| Standard financial reports | ✓ | ✓ | ✓ | ✓ |
| In-product AI assistant | ✓ | ✓ | ✓ | ✓ |
| Lender & Market | ||||
| Market value balance sheet | — | ✓ | ✓ | ✓ |
| Lender-ready reports | — | ✓ | ✓ | ✓ |
| Equipment records | — | ✓ | ✓ | ✓ |
| Field records | — | ✓ | ✓ | ✓ |
| Field-Level Planning | ||||
| Field & grain marketing plans | — | — | ✓ | ✓ |
| Field-level P&L | — | — | ✓ | ✓ |
| Field-level reports & analysis | — | — | ✓ | ✓ |
| Advanced Analytics | ||||
| Planned vs. actual tracking | — | — | — | ✓ |
| Complete reporting & analytics suite | — | — | — | ✓ |
All plans include unlimited users, two-way QuickBooks sync, AI assistant, and founding-rate pricing locked for life. Monthly or annual billing.
Hire a dedicated AI agent for your operation.
An autonomous agent that analyzes your data and surfaces insights across your fields and finances. Usage-based pricing — available on any tier.
$200 / farm / month
Built to last.
Engineered to scale.
TallyAg is a purpose-built financial operating system — not a general SaaS tool adapted for agriculture. The architecture was designed from day one for multi-entity farm operations, QuickBooks-native integration, and the regulatory structure of U.S. farm accounting.
Lean by design.
No unnecessary complexity.
The stack was chosen to maximize capability per engineer — not to match what larger teams use. Every layer was picked for reliability, cost, and the ability for a 2–3 person team to ship and maintain production-grade software.
- Fast deploys, zero build overhead
- ES module imports — browser-native, zero compile overhead
- Shared component library in js/components.js
- DM Sans + Lora + DM Mono — Google Fonts, loaded async
- PostHog for product analytics
- PostgreSQL 15 — ACID-compliant, battle-tested relational DB
- Row Level Security (RLS) enforced at the database layer
- Supabase Auth — JWT-based sessions, email/password + magic link
- Supabase Storage for file attachments and org assets
- Real-time subscriptions for live UI updates
- Supabase Edge Functions — Deno runtime, TypeScript
- Deployed globally at the edge — sub-100ms cold starts
- Shared module library (_shared/) for account matching, type inference
- Service-role key never exposed to client — server-side only
- Isolated per-function deployment — no shared runtime state
- Vercel — static hosting, global CDN, GitHub push-to-deploy
- Zero build step — instant deploys, no CI/CD pipeline required
- Stripe — subscription billing, 4 tiers + AI add-on, webhook-synced
- Stripe Customer Portal — self-serve plan changes and billing
- 14-day free trial via Stripe trial subscriptions
Multi-tenant by design.
Isolated at every layer.
Farm financial data is sensitive. Security is not a feature added on top — it is embedded in the data model itself. Every read and write is filtered by organization, enforced independently at both the database and application layer.
PostgreSQL RLS policies enforce org isolation at the database layer — independent of application code. A misconfigured query cannot return another org's data. RLS checks org_memberships with status='active' on every row access.
QuickBooks OAuth access and refresh tokens are stored AES-GCM encrypted at rest. Decryption only happens inside Deno edge functions using a server-side secret — never in the browser, never in client JS.
Four org roles — owner, admin, member, viewer — plus per-module permission overrides (quickbooks, reports, inventory, grain). External advisors (CPAs) get scoped read access to their client's data only.
Every table (50+) carries an org_id partition key. All client queries filter by it. Edge functions receive org_id from the verified JWT and never trust the request body for identity.
Stripe webhooks are verified via signing secret before any processing. The QBO webhook endpoint validates the Intuit signature header. Neither accepts unauthenticated payloads.
Auth uses getUser() (server-validated) — not getSession() (localStorage only). Stale tokens are cleared on login. Password reset uses token_hash to prevent email scanner consumption of one-time OTPs.
Structured around
how farms actually operate.
The data model mirrors the real hierarchy of a farm operation — not a generic business SaaS. Every table was designed to support multi-entity farms, crop-year accounting, and field-level financial resolution from day one.
A single org can hold multiple legal entities (LLC, S-Corp, sole proprietor), each with its own QuickBooks company file. Fields, operations, and financials are scoped per entity — reports consolidate or filter by entity as needed.
Every financial and operational record is scoped to a crop_year. This maps directly to the IRS Schedule F annual reporting structure and allows year-over-year comparison without table partitioning.
Costs and income can be attributed to individual fields via field_operations and equipment_cost_allocations. This enables true cost-per-acre and field-level P&L — the core financial insight most farms don't have.
Income and expense accounts are mapped to IRS Schedule F lines via qbo_account_mappings. High-volume P&L accounts use balance snapshots (written at sync time) to avoid re-summing millions of transaction rows on every report load.
Not a sync. A financial operating layer.
The QuickBooks integration is the deepest and most complex part of the platform. It is not a one-way data pull — it is a bi-directional operating layer that structures QuickBooks data into ag-specific financial categories, writes back grain invoices and inventory deductions, and maintains a live Schedule F-ready view without requiring the farmer to touch QuickBooks directly.
Intuit OAuth 2.0 flow via qbo-auth-url and qbo-callback edge functions. Tokens AES-GCM encrypted, auto-refreshed 5 minutes before expiry. One QBO company file per legal entity.
An 8-signal pipeline in account-matching.ts maps QBO chart of accounts to TallyAg Schedule F categories. Signals: account type → subtype → name patterns → account number → category defaults → user confirmation.
Pulls transactions, accounts, contacts, and inventory from QBO. Pushes grain sale invoices, inventory deductions, and contact updates back. Conflict resolution uses updated_at timestamps with a 5-second buffer.
| Edge Function | Direction | Purpose |
|---|---|---|
| qbo-sync | Pull | Full sync — transactions, accounts, contacts, P&L report, balance snapshots |
| qbo-accounts | Pull | Chart of accounts, vendor/customer lists, inventory items |
| qbo-onboarding-import | Pull | Initial account mapping during setup wizard |
| qbo-import-contacts | Pull | Import QBO vendors and customers as TallyAg contacts |
| qbo-import-inventory | Pull | Import QBO inventory items into TallyAg input products |
| qbo-push-grain-invoice | Push | Create grain sale invoices in QuickBooks from TallyAg contracts |
| qbo-push-inventory-deduction | Push | Write inventory adjustments to QBO when inputs are consumed |
| qbo-push-contact | Push | Create/update QBO vendors and customers from TallyAg contacts |
| qbo-push-coa | Push | Create ag-specific accounts in QBO chart of accounts |
| qbo-create-item | Push | Create TallyAg-native products as QBO inventory items |
| qbo-webhook | Pull | Real-time Intuit webhook — queues sync on QBO data change |
The classifier is the moat. Not the sync.
Any tool can pull QuickBooks transactions. What TallyAg does that no general SaaS does is understand what those transactions mean in agriculture — mapping "Pioneer Seed Invoice" to Schedule F Line 7 (Seed), "FSA Payment" to Line 6a (Government Payments), "Cash Rent" to Line 24b automatically. The 8-signal account classifier plus the name-pattern library covering hundreds of ag-specific vendors and account types is the core proprietary layer.
QuickBooks is the foundation.
The platform expands from there.
Each future integration eliminates a manual data entry point — pulling field boundaries, machine data, market prices, and weather directly into the financial picture. The data model was designed to receive this data from day one: field IDs, crop years, and equipment records are already in place to anchor external data streams.
- Field boundary import (GeoJSON polygons → TallyAg fields)
- As-applied maps → field operation records
- Machine hours → equipment cost allocation
- Harvest yield data → yield history + bin reconciliation
- Field boundaries and soil zone imports
- As-planted and as-applied record sync
- Yield monitor data → harvest records
- VRA prescriptions → planned input costs
- Real-time cash prices by elevator / location
- CME futures — corn, soybeans, wheat, CBOT
- Basis tracking by delivery month
- Price alerts on unpriced bushel exposure
- Hyperlocal weather — field-level forecasts
- Growing degree day accumulation tracking
- Market commentary and price forecasts
- Crop insurance weather trigger monitoring
- CLU field boundary import by farm number
- ARC-CO / PLC payment history and projections
- CCC loan balance tracking
- FSA-578 report cross-reference for acreage
- Agvance: retailer invoices → input purchases
- Granular: operational data bridging
- Scale ticket APIs: bin receipts → harvest records
- Co-op portals: elevator price sheets + settlement data
Each integration is a new data moat.
Every connected data source makes TallyAg harder to leave. A farmer who has connected their John Deere Operations Center, their elevator's grain contracts, and their QuickBooks company — and who can see all three in one financial picture — has no practical reason to switch to a tool that starts from zero.
This is the land-and-deepen motion: the same customer stays on a higher tier, adds integrations, and becomes progressively more embedded. NRR 100% is the floor — not the ceiling — as integrations compound the switching cost.
TallyAg Brand Brief
Working document — v1 — April 2026. One unified voice across deck, website, sales, and product. Use this as the canonical reference for all external materials.
The QuickBooks-native financial OS
for row-crop farms.
TallyAg connects field activity directly to financial outcomes — so farmers and their accountants can see cost of production, profitability by field and by crop, and Schedule F-ready reporting all season long, without leaving the system they already use.
Family-run row-crop farms (500–10,000 acres) in the Midwest / Corn Belt who already use QuickBooks. We talk to operators, not "users."
Ag CPAs and bookkeepers who serve family farms. They are our distribution channel and power users — speak to their workflow (Schedule F, reconciliation, advisory work).
Your whole farm. One clear picture.
One-liner: TallyAg is the QuickBooks-native financial operating system for row-crop farms.
Elevator (~30 sec): TallyAg turns QuickBooks into a financial operating system for row-crop farms. We connect field activity directly to your books — so farmers and their accountants can finally see cost of production and profitability by field, by crop, all season long. No migration, no ripping out what works. Built on the system you already use.
Plain-spoken. Operator-grade. Anti-hype.
Specific. Real numbers, real ag terms (Schedule F, cost of production, row crop). Confident without exaggeration. Respectful of the reader.
| Don't | Do |
|---|---|
| Most farms are still guessing. | Most farms don't have visibility this clear yet. |
| Fully integrated with QuickBooks. | Built for QuickBooks. |
| Backed by an AI assistant ready to answer any question, any time. | Backed by an AI assistant trained on your operation's data. |
| Alignment between product and adoption. | We grow as our customers grow. |
| Operational data integrated with financial systems. | Field activity flows directly into your books. |
| Replace existing workflows / disrupt. | Fit into the workflows you already have. |
Lora Serif
Weight 700–900. All H1/H2/H3. Italic in gold for second clause emphasis.
DM Sans
300/400/500. Body copy, eyebrows, captions, navigation.
DM Mono
400/500. Data callouts, numbers, chat demos, terminal-style output.
| Use This | Not This | Why |
|---|---|---|
| Built for QuickBooks | integrates with / syncs with QuickBooks | Identity, not feature. |
| QuickBooks-native | QuickBooks-compatible | Stronger ownership of the position. |
| ag (lowercase) | AG | Industry convention. AG reads as initials. |
| row crop | row-crop | Two words, no hyphen — except as compound modifier. |
| cost of production | production costs / COGS | Standard ag-finance term. |
| Schedule F | sched F / schedule f | Formal IRS form, always capitalized. |
| TallyAg | Farm CFO / farmCFO | No space, capital F and CFO. |
| Basic / Manage / Plan / Execute | Organize / Operate / etc. | Canonical tier names — apply consistently. |
| Tier | Price | Position |
|---|---|---|
| Basic | $19/mo | Core financials · Schedule F-ready · AI assistant. The starting point. |
| Manage | $49/mo | + Lender-ready reports · equipment & field records. The CPA-friendly tier. |
| Plan | $89/mo | + Field & grain marketing plans · field-level P&L. The operator tier. |
| Execute | $129/mo | + Plan vs. actual · full reporting & analytics suite. The full picture. |
| Agentic AI add-on | $200/mo | Optional, future product. Available on any tier. Hire a dedicated AI agent. |
The raise canonical language: $1.5M seed round. Targeting 20–25% — likely structured as a convertible note. 18–24 months of runway to EBITDA breakeven (Year 3).
