Slide Start with Customer Insights
Auto-Generated from
Accounting Data

Slide Start with Customer Insights
Auto-Generated from
Accounting Data
Free

$0

Up to 250 Customers

Customer segmentation
Customer and revenue retention
Customer LTV & sales performance
Collections risks and KPIs

QuickBooks Online
Xero

Lite

$25/mo

Up to 250 Customers

Free Plan +

Individual customer details

Sync w/

Google Sheets
ActiveCampaign
HubSpot
Salesforce

Plus

$45/mo

Up to 500 Customers

Lite Plan +

QuickBooks Desktop & Enterprise
Sage Intacct

Max

$85/mo

Up to 2000 Customers

Plus Plan +

Product sales analysis

A. Choose your plan

Free

$0

Lite

$25/mo

Up to 250 Customers
Plus

$45/mo

Up to 500 Customers
Max

$85/mo

Up to 2000 Customers
Customer segmentation
Customer and revenue retention
Customer LTV & sales performance
Collections risks and KPIs
Prebuilt reports
Individual customer detail
Product sales analysis (beta)
QuickBooks Online
Xero
QuickBooks Desktop & Enterprise
Sage Intacct

B. Options for Syncing to Other Platforms

Google Sheetsn/aIncludedIncludedIncluded
HubSpotn/a$10/mo$20/mo$30/mo
HubSpot RevOps Pron/a$20/mo$40/mo$60/mo
Salesforcen/a$5/user/mo$5/user/mo$5/user/mo
ActiveCampaignn/aBetaBetaBeta

c. That’s it! But if you have any FAQs….

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.

Wholesale Pricing for Partners

Give clients peace of mind with more
visibility into their business.

Grow your advisory services and value while
scaling and lowering overhead expenses.