Turn accounting data into customer KPIs and metrics

Give your teams the sales and customer metrics they need with smart software that requires no configuration

Tally Street selected for AICPA Startup Accelerator

Trusted and proven

The AICPA and CPA.com selected Tally Street as a solution that brings technology and value to an evolving accounting profession.

We help accounting and finance provide the company & customer metrics that small to midsize businesses need, without requiring data engineering resources.

Automated Customer Metrics

Generate the lifetime value, retention, payment performance and other customer metrics that are hiding in your accounting platform. Instantly know your most valuable customers, which products drive your business, and who presents the most sales and credit risk.

Connect directly to QuickBooks, Sage Intacct and Xero to auto-compile detailed sales and payment data into reports and sheets you can use across your company.

Customer retention and net revenue retention trends

Get Paid Faster

Speed up sales-to-cash, anticipate customer payment problems before they happen and make cash flow more predictable. 

Individual customer payment histories are analyzed and used to make predictions. The results are sent to you in reports, spreadsheets, and directly to your CRM.

Save Hours Every Week

You’re managing one of your company’s most valuable data sources, use it to empower sales and marketing and keep everyone together 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.

Tally Street integrates with QuickBooks, Sage Intacct and Xero

Accounting or bookkeeping firm?

Our partner program is designed for accountants and advisers who are seeking to deliver more frequent and more engaging advisory and management reporting services.