Customer Analytics From Actual Sales Transactions
Automated customer insights generated from accounting data in QuickBooks, Xero and Sage Intacct. Drive results by sending analytics to HubSpot and Salesforce.
Customer Analytics Drive Results
Uncover the customer stories and insights trapped in your accounting platform. Instantly know your most valuable customers, what products drive repeat business, and who presents the most sales and credit risk.
Boost sales and marketing by automatically syncing customer segments, lifetime value, churn risk, payment risk and more to ActiveCampaign, HubSpot and Salesforce.
Connected to Leading Accounting and CRM Platforms
Keep and Grow Customers
Get automated reporting and tracking of changes in customer and revenue retention rates, lifetime value, concentration risk, and more.
Identify and support promising customers, reward your champions, and avoid losing good customers.
Lower Payment Risk
Outstanding balances and payment performance are analyzed for each customer.
Anticipate customer payment problems problems before they happen and make cash flow more predictable.
Save Hours Every Week
Save time and help your front and back office work better together by keeping everyone on the same page with a single source of truth.
Get started in seconds. There’s nothing to configure, no building reports in a dashboard, and no pre-configuration.
Why Businesses and their Advisors Choose Tally Street
Kirk McLaren
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.
Guy Bickel
The integration with our CRM is a game changer and allows my sales team access to accounting data details previously unavailable at the touch of a button.
Rick Arthur
“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.
Some of the Hundreds of Businesses Using Tally Street
Selected by AICPA and CPA.com
The Association of International Certified Professional Accountants and CPA.com selected Tally Street as a solution that brings technology and value to an evolving accounting profession.
We use artificial intelligence and smart software to help accountants and CFOs generate more value from the financial data you’re already managing. Help businesses and clients find opportunities and anticipate problems before they happen.
It’s easy to get started
Quickly connect to QuickBooks, Sage Intacct or Xero