Resources for you

Analyses, strategies, tips and guides to help you win.

Tally Street is now part of Rootworks

I’m very excited to announce that Tally Street was acquired by Right Networks and will become an important part of the Rootworks products and services!

Chart of impact of scope creep on realization rates

Is scope creep haunting your firm?

Accounting firms can tackle scope creep by measuring, tracking and anticipating performance metrics, then adjusting value pricing during renewals.

RevOps loves accounting illustration

RevOps loves Accounting

Many small businesses struggle to harness data to focus sales and marketing, but don’t know their accounting platform has the data they need to generate four key metrics.

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 and we comply with the security and privacy requirements of each accounting platform.

Second, 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, no accounting data is 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. 

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 the Tally Street dashboard, through email, synced to Google Workspace or Microsoft 365, or pushed to CRMs and other connected platforms.

It’s easy to get started