Drive Repeat Business
Acquiring new customers is important to growth, but retaining customers is critical to the survival of businesses that depend on repeat sales to the same customers. Manually compiling the sales data needed to track these metrics and discover opportunities used to take hours every month. Now it’s automatic.
Weekly and monthly reports summarize trends in new vs repeat business, customer and net revenue retention rates, lifetime value, and more. The Tally Customer Sheet includes profiles of each customer, when they were acquired, their sales histories and payment performance.
Get Paid, Lower Risk
Late payments hurt. Big late payments hurt more. Completely writing off customer debt is really painful. Speed up conversions to cash and lower risk using customer insights to more smartly prioritize accounts receivable collection efforts.
Individual customer payment histories are also used to make predictions. You receive weekly incoming cash flow forecasts that are more reliable than those using traditional methods.
Proactive Reports Save Time
Fully automated weekly and monthly reports highlight near-term actions you can take to improve sales and incoming cash. Share them with the rest of your team. Go beyond the reports with the ability to filter, pivot and share the underlying data.
Spend less time building spreadsheets and charts by letting our software do the data gathering and number crunching. Free your time to focus on creating more value.
Secure integrations with QuickBooks Online, Desktop and Enterprise automate the collection of sales invoices, receipts and payments.
Connecting Tally Street to QuickBooks Online takes just seconds and requires no additional configuration. Integrating with QuickBooks Desktop and Enterprise uses a secure service already included with your edition of QuickBooks.