Sales metrics and customer insights from accounting data
Close the gap with larger businesses with access to the same data they use to accelerate growth and anticipate problems.
Track sales performance
Use your annual run rate, customer retention, net revenue retention and more to track overall sales performance.
Tally Street goes all the way down to product level with pricing analyses, product concentration, and rollups by category and type.


Find customer opportunities
Use individual customer insights to profile new sales targets, upsell current customers, and improve customer satisfaction.
The Tally Customer Sheet gives you the acquisition date, lifetime value, sales rank, 4+ years of sales history, payment performance and more for each customer.

Boost A/R collections
Speed sales-to-cash, boost accounts receivable collections, manage customer credit risk, and make cash flow more predictable.
Tally Street generates collections KPIs including collections effectiveness (CEI) and days sales outstanding (DSO), along with individual customer performance and risk.


Beat the benchmarks
Compare, rank and benchmark your business’s performance against other small businesses of a similar size and industry.
Tally Street provides broad benchmarks for sales growth, customer retention, overdue invoices, and more.

Connect your CRM
Align sales, marketing, support and accounting by automatically syncing customer analytics and insights to Google Sheets, ActiveCampaign, HubSpot and Salesforce.
Connecting Tally Street to other platforms is as simple as adding an app. More than 25 new properties and events are refreshed every day.

Direct plans and pricing
A. Choose your plan
Customer & sales metrics | ||||
Customer & revenue retention | ||||
Customer segments | ||||
AR collections KPIs & risks | ||||
Prebuilt PDF reports | ||||
Individual customer detail | ||||
Product sales analysis (beta) | ||||
QuickBooks Online | ||||
Xero | ||||
QuickBooks Desktop & Enterprise | ||||
Sage Intacct | ||||
B. Options for syncing to other platforms
Google Sheets | n/a | Included | Included | Included |
HubSpot | n/a | $10/mo | $20/mo | $30/mo |
HubSpot RevOps Pro | n/a | $20/mo | $40/mo | $60/mo |
Salesforce | n/a | $5/user/mo | $5/user/mo | $5/user/mo |
ActiveCampaign | n/a | Beta | Beta | Beta |
We count the total number of customers who made a purchase over the most recent 36 months.
It won’t! Tally Street is “read-only”. Tally Street only retrieves customer and invoice data from accounting systems for analysis. This also helps Tally Street handle very large data files without impacting accounting performance. Tally Street never adds, changes, or deletes any data in your accounting systems.
First, you have full control over Tally Street’s access to your accounting software, which is read-only (we NEVER change anything in your accounting system), and we comply with the security and privacy requirements of each accounting platform.
All data sent between your accounting software and Tally Street are sent over authenticated and encrypted connections. We also carefully manage and control all access to and between our internal services with firewalls and other barriers.
No you don’t! If you use QuickBooks Online, Sage Intacct, or Xero then you only have to connect Tally Street with your accounting software. See the connection guide for your accounting software.
If you have QuickBooks Desktop or Enterprise installed then you should already have the QuickBooks Web Connector that is provided by Intuit to enable safe communications with third-party services. Our QuickBooks Enterprise connection guide provides the details.