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3 Ways Customer Intelligence Strengthens Customer Relationships

In the current environment, your customers might just go dark or churn altogether as they deal with their own business-critical …

Why SMBs Need Customer Intelligence In Their Toolboxes

One of your biggest clients just called you with a massive, urgent order. They are one of your best repeat …

Small Businesses Collect More Than Half of Their Money Late

Analysis Of Quickbooks And Xero Data Highlight The Problem And Opportunity For Accountants And RevOps It’s no surprise that small …

How-To Guides

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

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 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.

How do you keep my data secure?

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.

How will this impact my accounting data?

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.

What type of accounting access is required?

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.

What will I get from Tally Street?

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