Serve your small business clients more efficiently
Turn accounting data into client intelligence and new opportunities
Client intelligence for opportunities and growth
Find opportunities to boost efficiency, optimize pricing, and help clients
Unmatched simplicity
Connect
Tally Street easily and safely
connects to QuickBooks, Xero or
Sage Intacct in seconds.
Automate
Client records and results are generated for you. No configuration or data scientist required.
Share
Reports are auto-sent by email, synced to Google Sheets, Excel 365 and CRMs, and archived for you.
Give clients better insights
Clients need more than traditional financial statements. Instantly provide insights into customer lifetime value (LTV), sales trends, concentration risk, product pricing, and collections performance in branded reports.
Our customers
We built Tally Street for modern accounting and finance firms who are trying to more efficiently and profitably serve their small business clients.
We started using Tally Street's insights in our sales process and our average contract value ‘increase’ during renewals jumped from 1-2% to about 20% within the first few weeks!
"Tally Street gives us the analysis that we need to help clients segment the market to target better, act on customers who are sliding, and make operational decisions. Tally Street is like having a virtual analyst who gets the job done."
"My clients that use Tally Street have found great value in the customer insights to help them better understand their customers, their cash flow, and their collections"
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Selected by AICPA
The AICPA and CPA.com selected Tally Street as a solution that brings technology and value to an evolving accounting profession.
We provide partners the resources you need to deliver more decision support and value to your firm and your SMB clients. Instantly and simply.
Start turning accounting data into insights for you and for your clients
Use client and customer intelligence to grow both of your businesses