Generate more value from accounting data

You and your clients get instant customer insights to help you scale your businesses

Tally Street selected for AICPA Startup Accelerator

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.

Manage scope of services

Proactively offer services and manage scope creep using combined metrics of firm sales invoices, client transaction volume, client KPIs, and hours worked. The more clients you connect the more valuable the results are.

Our apps connect to QuickBooks, Xero or Sage Intacct in seconds. Results can also be synced to HubSpot and Salesforce. No data scientists or IT resources needed.

Chart of impact of scope creep on realization rates
Collection Effectiveness Index (CEI)

Upgrade CAS

Clients need more than traditional financial statements. Instantly provide the same insights into customer lifetime value (LTV), sales trends, concentration risk, product pricing, and collections performance.

Reinforce your client accounting and advisory services with branded reports. You choose what to have automatically sent, from weekly to monthly to ad hoc reports.

Save time and scale

Our virtual analyst does the work for you. Simply connect Tally Street to your clients’ accounting platforms, and smart software starts analyzing and learning and sending you results.

Adding clients takes just seconds. There are no accounts to map or data to export. The first results will be emailed to you minutes after connecting.

Tally St by Rootworks dashboard
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!

Sync with your tech stack

Save time and scale your practice by sharing client analytics and metrics to maintain a single, unified client record. Create smarter sales and marketing campaigns. Build reports in your CRM, Power BI, Tableau, and more.

Align accounting, sales and marketing with results available via pre-built reports, Microsoft Excel and connections to Google Sheets, ActiveCampaign, HubSpot and Salesforce.

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