How a hospitality company turns Slack requests into approved Tally entries

Keep the conversation connected to the accounting

The hospitality company connected Slack to Totum to automate its accounting workflows. The key change was the handoff: a request in Slack could move into accounting work without the team having to recreate the task from scratch.

The company’s workflow is simple to describe. Totum prepares the work, the team approves it, and the entry goes into Tally.

From a Slack message to a write flow

Totum’s Slack integration identifies accounting requests and attachments in connected channels and brings them into a review workflow. That gives the accounting task a source the team can refer back to.

For this company, the workflow continues into Tally after approval. The reviewer makes the decision, and the connected write flow carries the approved entry into the accounting system.

Approval becomes the handoff

The team’s role is to check the proposed accounting work. Once it approves, the entry can proceed through the Tally connection.

That removes a familiar extra step: approving a request and then asking someone to type it into the books. The review is tied to the action that needs to happen.

The team should still check that posting succeeded. An approval starts the next step; the confirmed Tally result tells you the work has landed.

What this means for a hospitality team

Accounting requests can stay close to the conversations that created them. Finance gets work to review, and the approved entry reaches the system where the books are maintained.

The outcome is a shorter path from a conversation to the books: Slack, review, approval, Tally. For a team already working in Slack, that makes accounting part of the daily workflow.

Follow the write-flow guide to understand the posting steps, and add the right users before assigning the team’s work.