Articles

Accounting Systems are Treasure Troves of Customer Insights

Due to the rising importance of analytics and data science to boost customer intelligence and grow customer value, much derided accounting data are turning out to be some of the most valuable assets owned by small businesses. Now SMBs are combining cloud accounting systems with new tools that don’t require teams of data scientists.

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Customer Insights Now Pulled from Xero

Businesses using Xero can connect to Tally Street in just two clicks! With the Tally Street app now published in the Xero App Marketplace, it’s easier than ever for Xero users to dig actionable customer insights out of their Xero accounting data.

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Smart Customer Segmentation for Growth

Acquiring new customers is important to success, but retaining customers is critical to profitability and long-term growth. An earlier article explained how to track retention by calculating and tracking customer and revenue retention metrics. That used to require lots of spreadsheet work, now connecting Tally Street to your cloud-based accounting software makes it easy and […]

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Manage Customer Risk Now and After Covid-19

Covid-19 Lockdown Impact On Small Businesses Incoming cash falls 50% at small business-to-business companies. Most of the small business alarms during the coronavirus lockdowns have been ringing for consumer businesses, with good reason since restaurants and retailers across the country are shuttered. Now we’re beginning to see the ramifications in the business-to-business vendors that support […]

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How-to Guides

Connecting to QuickBooks Online

Connecting Tally Street to QuickBooks Online takes about 15 seconds. You must be an administrator or accountant.

Connecting to Sage Intacct

Safely and securely connect Tally Street to Sage Intacct’s Web Services in just a couple of minutes. No data to configure or export.

Connecting to Xero

Connecting Tally Street to Xero takes about 15 seconds, there’s nothing to configure or export. You must be an administrator or accountant for the Xero account.

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 then store your data in a multi-tenant infrastructure that separates each company’s data from other companies’ data, and we also store it as encrypted data. We also carefully manage and control all access to and between our internal services with firewalls and other barriers.

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.

Tally Street only reads from your accounting system, not accounting data is ever changed or modified.

When you connect Tally Street to your accounting software, you are granting access to accounting data that includes customers, sales invoices, sales receipts, credit memos, and other transaction data. Tally Street does not require access to bill, budget, inventory, salaries, or other employee data.

You should review our Privacy Policy and Service Agreement. You also should review Intuit’s Data Sharing Policy.

Tally Street analyzes customer and sales data to produce customer insights, help you make better decisions, and anticipate problems before they happen.  The data, insights and recommendations are sent directly to you via email, through CRM integrations and other connected platforms, and through the Tally Street dashboard.

It’s easy to get started