Financial modelling and statement production software for the work behind the numbers. Built for finance teams, accounting firms and the businesses they support.
Bring trial-balance mapping, statement presentation and disclosure drafting into one preparation workflow. Designed around NZ IFRS and PBE reporting requirements.
Mapped accounts + Disclosure notes
Financial statement assembly
Organise clients, entities and reporting engagements
Map trial-balance accounts to financial statement lines
Tailor accounting policies and disclosure notes
Assemble the report in a document-style workspace
For accounting firms, finance teams and financial reporting practitioners.
Product availability and commercial terms are discussed directly. Statement preparation tools support professional work; they do not certify compliance or replace accounting judgement.
OUR APPROACH
The numbers need structure. The decisions need context.
Financial calculations form the foundation. AI assistance is the next layer we’re exploring: helping people interpret the output and handle repetitive work, with professional review built into the process.
AI PRODUCT FEATURES · PLANNED
ƒ
Explicit financial models
Work from data, mappings and assumptions that your team can inspect. Keep the calculations separate from generated explanations.
≋
Useful AI assistance
Planned features include performance summaries, suggestions for account mapping and assistance drafting reporting commentary.
✓
People make the judgement
Review suggestions against the underlying data. Accounting judgements, sensitive decisions and final approval stay with your team.
FOUNDER-LED. FINANCE-FOCUSED.
Built from the work. For the people doing it.
Tallyplane is a software venture founded by Jason Kwon to turn hands-on finance experience into repeatable tools for more businesses.
The venture grew out of identifying a practical opportunity: make financial modelling and reporting software accessible to small and medium businesses, and to the professionals who support them. Across the two products, pilots are now deployed on three customers’ infrastructure.
Jason also runs Kwonsulting Limited ↗, his established consulting practice. Tallyplane is the new software initiative, previously introduced as Kwont Analysis.
Both applications are in pilot phase, with installations on customer-managed infrastructure. Broader commercial availability is targeted for January–April 2027. Contact Jason to discuss your requirements, see what is implemented and explore access. Onboarding, pricing and support will be confirmed directly.
Who are the tools for?+
Finance teams in small and medium businesses, accounting and professional service firms, and independent consultants. The modelling product is also intended to support private equity, investment banking and other investment professionals working on budgets and scenarios.
Is the preview a live product or AI analysis?+
The workspace above is an interactive website illustration with sample figures. Revenue changes by scenario; cash and margins are illustrative assumptions. The commentary is scripted. It is not a screenshot of either application and makes no calls to an AI service.
Do the reporting tools replace professional review?+
No. Your finance team or adviser remains responsible for accounting judgements, applicable reporting requirements, disclosure completeness and final review. Software assists preparation; it does not provide a compliance certification.
Can we discuss licensing or a distribution partnership?+
Yes. Alongside direct software access, we’re interested in discussing licensing and distribution with firms, banks and other organisations that serve business customers. These are potential routes to market, not announced partnerships.
Can I upload financial information here?+
This public website does not accept financial uploads. Start with a description of your requirements. Data access, handling and service terms will be discussed before any product onboarding.
LET’S START WITH YOUR WORKFLOW
What would a better finance toolkit look like?
Tell Jason what you model, what you report and where the manual work gets in the way.
Growth looks healthy. Keep an eye on working capital as revenue builds in the second half.