Talea help
Hand over the source. Keep sight of the books.
A practical guide to the first source, processing states, Requests, company facts, and workspace security.
Choose the first source
A bank or card statement usually establishes money in, money out, and the closing balance fastest. Add sales invoices, supplier invoices, business receipts, employee-paid expenses, or an export from your previous accountant when you have them.
- 1. Select the companyEvery upload belongs to one isolated workspace.
- 2. Add files or GmailUpload directly, take a photo, or authorize bounded read-only Gmail access.
- 3. Keep the receiptThe receipt confirms secure intake. Talea continues after you leave the page.
What each status proves
- Received
- The original file is safely stored in the selected company. This does not mean it has been entered in the books.
- Processing
- Talea is reading the material and connecting it to the right accounting period and economic activity.
- Needs your answer
- A fact only you can confirm is waiting in Requests. System or model failures do not become customer questions.
- Posted
- A journal has passed the accounting checks and is visible in Book with its supporting evidence.
- Closed
- The month is locked to a recorded snapshot. Later material follows a controlled correction or reopen process.
Use Requests for decisions
Requests contains facts the company must decide: who paid, whether an expense was business-related, which project it belongs to, or whether a proposed close can proceed. Open the request, inspect its evidence, and answer once. Talea saves the decision to the underlying record.
Company name, functional currency, service period, UEN, FYE, GST status, and ownership facts are requested only when the related bookkeeping or tax capability needs them.
Company access stays scoped
- Identity, membership, source files, books, and Requests are checked against the selected company.
- Gmail access is read-only and can be revoked. Unknown or unavailable material does not become a fabricated accounting result.
- Talea does not file or send a tax return without the separate review and authority required for that action.
- Talea will never ask for your password or complete financial records by email.
When something is missing or stuck
Retry only the affected upload. Duplicate files are skipped, and a failed file remains visible instead of disappearing. For a question about a specific transaction or result, open Help from that item so Talea receives the company, period, and source context.
For account access or a persistent processing problem, email support@maestro.onl. Do not attach passwords or unrelated company records.