Talis Intelligence is an operating intelligence platform for businesses of 30 to 200 people. Four everyday apps record how the work runs, so you can understand, improve and automate it.
Interviews record what people remember. Instruments record what happened.
Most small and medium businesses have never written down how they really work. It lives in meetings, task lists, purchase requests and the heads of the people doing it. Talis starts from the evidence of the work, not recollections of it.
The interview method
Interview employeesAsk people to describe the process.
Document processesWrite down what they said.
Build process mapsDraw it, often already out of date.
Attempt automationAn engineer translates the map into software.
The Talis approach
People do their workIn apps that make the work easier.
Talis captures eventsDecisions, tasks, orders and stock, as they happen.
AI reconstructs workflowsWhat Talis is building: the workflow drawn from the records. direction
Automate and improveStarting with steps a manager has approved.
Process mining, workflow tools and AI automation already exist. Where Talis differs is the starting point: apps a small business finds useful on day one, which gather the evidence while the team just works. It is not fully passive. Your people use the apps and agree to what is captured.
Four instruments your team already has a reason to use.
Echodecisions
GreenCardwork
Pennypurchasing
Ledgerresources
One evidence layerWho did what, when, whyWhat it depended on, who approved it, how it turned out
UnderstandWhat actually happens?
ImproveWhat should change?
AutomateWhat can AI carry out?
Sample tracesDirection, not a finished product
Echo
What the business decides
Echo captures meetings: the decisions, the commitments, the follow-ups and the reasons people give for why something happened. It is where the informal logic of a business shows up, the part that never reaches a procedure manual.
decision recorded · owner named · follow-up due ThuSample reading
GreenCard
What the business does
GreenCard captures tasks, owners, deadlines and actual completion, plus approvals and sign-offs. It shows the handoffs and the gap between the plan and what got done.
task done · 2 days after deadline · signed off by opsSample reading
Penny
How the business purchases
Penny captures purchase requests, approvals, orders, suppliers and receiving. It shows the approval paths you actually have, and where work stops to wait for materials.
request raised · in approval · ordered · receivedSample reading
Ledger
How the business moves resources
Ledger captures inventory movements, bills of materials, work orders, assembly and quality records: the physical side of the work.
Each of the four is useful on its own from the first day, before any intelligence layer is switched on. Talis also runs other modules on the same shared context, such as Basecamp, Harold, Merlin and Orbit.
12 units issued to work order · 3 left in stockSample reading
One evidence layer
What Talis is building toward
Together, the four apps can give a continuously updated, evidence-based picture of how the business operates: who did what, when, why, what it depended on, who approved it and how it turned out. That connected layer is the direction Talis is building and validating. The apps that feed it are in use today.
Understand, improve, automate
In that order, with a person approving
The approach: first see what actually happens, through process discovery, bottlenecks, recurring patterns and exceptions. Then rank what should change. Managers approve recommended actions first. Only steps that have proven reliable and low-risk are automated later.
Nobody on your staff needs to learn Claude Code.
Most small and medium businesses are not going to hire someone to build agent integrations, maintain workflows and deploy AI safely. Even an owner who sees the potential may not know where to begin.
What doing it yourself would take
Someone who can use Claude Code
Agent integrations, built and kept working
Workflows maintained as the business changes
AI deployed safely, with access controls
What Talis brings, together
The everyday apps your team works in
The capture of the work as it happens
The intelligence that reads it
The infrastructure to deploy approved automations
You run your business through useful apps and approve the changes Talis recommends. No coding.
Ninety days from the first app to the first automations.
A deployment is a fixed, measurable engagement rather than an open-ended AI project.
Day 1102030405060708090 and on
Days 1 to 30
Deploy and baseline
Put the selected apps to work and set a baseline of how things run now.
Days 31 to 60
Reconstruct and check
Reconstruct the workflows, check the findings with the people who do the work, and find the bottlenecks.
Days 61 to 90
Automate and measure
Switch on two or three approved automations and measure what they change.
Then monthly
Keep reading
Monitor, improve and expand.
Truthful, and not intrusive.
An instrument is only worth reading if people trust it. These are design principles, and the reason employees adopt the apps.
Truthful
Every conclusion traces back to the evidence behind it, with timestamps, where it came from and how certain it is. What was observed is kept apart from what was inferred, and employees have a way to correct it.
Not intrusive
No covert monitoring. No requirement to document every action. Recording consent is transparent, access is by role, and the point is improving the process, not watching individuals.
What it cannot see
Work done outside the Talis apps is invisible to it, and meeting transcripts can be wrong. Talis says so rather than filling the gap with a guess.
Evidence slipSample
observedPurchase request approved
Penny · Fri 15:40 · approver: ops lead
observedAssembly task marked late
GreenCard · Fri 16:05 · owner: production
inferredThe approval wait caused the late task
from 2 records · confidence: medium
Anyone who did the work can challenge an inference.
For consulting partners.
A repeatable way to deliver AI transformation to small and medium businesses, without rebuilding the technical platform for every client or opening each engagement with months of process documentation.
You bring
Business expertise, change management and the client relationship.
Talis brings
The operational apps, the intelligence infrastructure and the automation platform.
Deploy Talis, observe the actual workflows, validate the opportunities with the client's team, then introduce automation you can measure.