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Talisman

Talisman empowers businesses to master their finances, from spending to earning, becoming their core financial tool.
Dallas

About Talisman

Understanding your company’s relationship with money should be easy.

To grow better, you need to run better.

Talisman is the first finance platform built for modern teams. From marketing to engineering, every employee has skin in the game on Talisman.

Companies can fully control operational expenses, automate approvals, and collaborate faster on budgets, forecasts, and actuals.

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Problem statement

💼 Finance tools aren’t built for SMB operators
-Current tools focus on taxes and are built for data-literate finance professionals, not SMB operators.
-Existing tools like QuickBooks and Excel don’t explain data for operational understanding, focusing instead on auditing, tax preparation, and tax filing.

📊 Data doesn’t make sense
-It’s hard for non-accountants to understand what vendors they spend money on and why.
With only 24% of decision-makers confident in their data skills, most can’t understand financial spreadsheets or dense PDFs.

💰 Team budgets are siloed
-Teams manage their budgets separately, making it hard to collaborate on projects, keep track of budgets, and get a clear view of overall company spending.

⏳ Slow and manual process
-It takes weeks of manual data entry to track, update, and analyze company spend to close the month, distracting from strategic work.

🚫 Hard to stop cost creep
-As companies grow, so do their costs, making it hard to catch spend fluctuations, unauthorized transactions, overcharges, free trials, and renewals before it’s too late.

🔍 Lack of specific context
-QuickBooks and other tools show all financial data to everyone, regardless of their role, team, or responsibilities.
-Leaders, departments, and ICs can’t get finance insights filtered by category, role, team, or shared initiative.

Traction information

🚀 Launched on product hunt on February 29th,
🏢 205 organizations signed up
🎯 90K Transactions analyzed
🏆 #1 SaaS product of the week
🥈#2 Product of the day
🎖️ Awwwards Honorable mention
🏅 CSSDA UX Design award

📈 Raising a pre-seed round of $500K($100K committed); Investors are Active Capital, exited founders and angels from companies like Plaid

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Funding

Currently raising capital

$500,000
committed
$850,000
round goal
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