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.

HubSpot dashboard with customer data from Tally Street RevOps

Direct plans and pricing

A. Choose your plan



Always free



Up to 250 customers



Up to 500 customers



Up to 2000 customers

Customer & sales metrics
Customer & revenue retention
Customer segments
AR collections KPIs & risks
Prebuilt PDF reports
Individual customer detail
Product sales analysis (beta)
QuickBooks Online
QuickBooks Desktop & Enterprise
Sage Intacct

B. Options for syncing to other platforms

Google Sheetsn/aIncludedIncludedIncluded
HubSpot RevOps Pron/a$20/mo$40/mo$60/mo

We count the total number of customers who made a purchase over the most recent 36 months.

Tally Street is designed for businesses who are selling to other businesses (B2B), who are trying to increase repeat sales, boost customer profitability, and who have a large and/or growing number of customers. Tally Street is not industry specific and helps distributors, manufacturers, professional service firms, and more.

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.

Forever! We think that companies of all sizes and budgets should have better access to summaries of customer sales and payment performance. We also hope that many companies will upgrade to a paid plan to receive more detailed customer insights.

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