RevOpsWhy 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 customers, who always pay on time. You are very tempted to postpone another client’s job to tackle it. But which job do you postpone at the last minute? Sales are up 200% from this same […]Read More
RevOpsSmall 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 business managers tend to focus on growing sales to build their businesses. But it is a surprise that many managers don’t pay more attention to collecting payments on the sales that they made. We see […]Read More
GeneralBetter Insights with Improved Segmentation
The automatic grouping of customers into segments like Champions or Give Attention helps small businesses tailor sales and marketing to fit their best customers and the ones they risked losing. We improved results by boosting the importance of sales and payment momentum.Read More
GeneralAccounting 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.Read More
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.
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.