Articles

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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AICPA Selects Tally Street

2020 Lineup Announced for Startup Accelerator Tied to Accounting Innovation Four Early-Stage Companies to Receive Guidance from the Association of International Certified Professional Accountants and CPA.com NEW YORK (Feb 24, 2020) – Four early-stage companies pursuing various solutions involving digital assets, climate risk, automation and artificial intelligence will form the 2020 cohort for an accounting-focused […]

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Net Revenue Retention Drives B2B Success

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. There are multiple ways to measure repeat business success, but key ones are customer retention and net revenue retention.

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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 solution. Then 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 is available for QuickBooks Online, Desktop and Enterprise and subject to the same restrictions Intuit places on all apps. You should review our Privacy Policy and Service Agreement. You also should review Intuit’s Data Sharing Policy.

When you connect Tally Street to QuickBooks, you are granting access to accounting data that includes customers, invoices, estimates, sales receipts, credit memos, and other transaction data. Tally Street does not require access to bill, budget, inventory, payroll, or time activity data. Tally Street does not create, modify or process any payments.

Tally Street analyzes invoice-related data to uncover customer stories, help you make better decisions, and anticipate problems before they happen.  The data, insights and recommendations are sent directly to you and your advisor via email and through the Tally Street dashboard.

It’s easy to get started