You and your clients get instant customer insights to help you scale your businesses
Tally Street was selected for the 2020 AICPA/CPA.com Startup Accelerator as a solution that brings technology and value to an evolving accounting profession.
We provide accounting and bookkeeping firms resources needed to deliver more decision support and value to your firm and your SMB clients. Instantly and simply.
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.
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.
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.
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.
