Talli

Internal PSA (Professional Services Automation) tool for Dynamiq Solutions — tracks clients, projects, time, invoices, and expenses in one place.

No more spreadsheets.

Core concepts

• Clients — the businesses we work with
• Projects — scoped engagements under a client, with their own billing terms
• Rates — live on projects, with full history (so rate changes are never lost)
• Time entries — logged against projects whether they're billed hourly or not
• Invoices — auto-generated based on each project's billing schedule

Billing models

Each project defines how it bills:

• Hourly — invoice every N days/weeks/months, based on logged time
• Fixed rate — invoice on milestones or a configured schedule

Features

Shipping:

• Client management
• Project management with rate history
• Time tracking (manual entry for now)

Coming soon:

• Auto-generated invoices per project billing rules
• PDF invoice generation
• Email invoices directly from the app
• Payment tracking and overdue alerts
• Expense tracking (quick-add on the fly, assignable to clients/projects)
• Revenue, expense, and income dashboard
• Chrome extension for time tracking + quick expense entry
• Raycast extension for quick time logging, expense entry, and client lookup

Stack

• Java 21
• Spring Boot
• Thymeleaf + Tailwind + HTMX + Alpine.js
• PostgreSQL
• Flyway migrations

Setup

Requires JDK 21+, Maven, and PostgreSQL.

# Create the database
createdb talli

# Run the app (dev mode with hot reload)
mvn spring-boot:run

App runs at http://localhost:8080.