Customer metrics with Xero
Businesses using Xero can connect to Tally Street in just two clicks! With the Tally Street app now published in the Xero App Marketplace, it’s easier than ever for Xero users to dig actionable customer insights out of their Xero accounting data. Our customer and revenue retention trends will empower businesses to keep and grow their customer base with customer knowledge, easy integrations, and proactive reports.
Know your customers
Xero users can quickly discover the customer insights in their Xero accounting data and complete a 360 degree view of the customer lifecycle. The Tally Street app works with Xero by analyzing sales invoices and customer payments to automatically generate insights such as lifetime value (LTV), customer segments, churn risk, and payment risk reports..
Tally Street will allow Xero users to immediately know their most valuable customers and why. Over 30 performance metrics for each customer identify churn risks, payment risks, and more. Summaries of which products each customer buys over time drive better forecasting, upsells and cross sells.
Easy integration and proactive reports
Save time and keep everyone on the same page with a single source of truth distributed to accounting, sales, marketing, and support in the best format for each team. Results are proactively sent to you by email, synced to HubSpot or synced to Salesforce, connected to a “live” Google Sheet, and downloaded as PDFs and spreadsheets from your dashboard.
Connecting Tally Street to Xero takes just seconds, is read-only, and has no impact on the way you already use Xero.
About Xero
Xero is world-leading online accounting software built for small business.
- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
- Reconcile in seconds. Xero imports and categorizes your latest bank transactions. Just click ok to reconcile.
