Customer KPIs and Insights from Accounting
Small and midsize businesses can now use data in QuickBooks, Sage Intacct or Xero to give the entire team information they need to accelerate growth and anticipate problems.
Enrich your CRM Data
Tally Street uncovers the customer stories and insights trapped in QuickBooks, Sage Intacct and Xero then pushes them to ActiveCampaign, HubSpot and Salesforce.
Create a 360 degree view of the customer lifecycle and save time by helping your front and back office work better together.
Know Your Customers
The Pareto Principle, aka the 80/20 rule, says that 80% of a company’s business comes from 20% of its customers.
Great businesses take it a step further and segment customers into actionable groups. Our smart software does the hard work of analyzing and tagging each customer for you.
Drive Repeat Business
Acquiring new customers is important to growth, but keeping and growing customers is critical to profitability.
Churn risk, lifetime value, and sales trends are automatically generated from actual sales invoices and customer payments — sent to you and to your CRM.
Get Paid Faster
Late payments hurt. Completely writing off customer debt is really painful. 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. Speed up sales-to-cash, manage customer credit risk, and make cash flow more predictable.
Easy Integration with Accounting
Automated weekly and monthly reports highlight near-term actions you can take to improve sales and incoming cash.
Connecting Tally Street to your accounting software takes just seconds, is read-only, and has no impact on performance. Your first reports arrive in minutes.