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

Why partner with us?

The AICPA and 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 firms 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.

Grow Sales and Boost Cash Flow
HubSpot dashboard with customer data from Tally Street RevOps

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.

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.

Collection Effectiveness Index (CEI)

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.

Wholesale pricing


Get started and learn more by connecting your own firm. Includes a demo client and free trials.



Aggregated reports, individual client details, a demo client, and Google Sheets integration

Advisor dashboard to manage your profile & add your team

Guides and educational material to help you get started


Manage scope of services and profitability. Upgrade CAS with easy, branded client reports.



Everything in Partner

Automated client and service profitability metrics

Branded business KPI reports for your clients (5 minimum)


Power advisory services with automated customer KPIs, CRM integrations and more.


custom pricing

Everything in Quickstart

Customer-level details & sheets for additional analyses

Optional Google Workspace and CRM integrations

Advisors helping businesses grow

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