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

Tally Street selected for AICPA Startup Accelerator

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, …

Net Revenue Retention's Impact on Revenue Growth

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.

Is your A/R giving you any credit?

Traditional banks tend to limit loan amounts to a percentage of the business’s net worth or a percentage of high-quality assets. For many businesses, accounts receivable is one of their most significant assets — and helping your lender appreciate the quality of that A/R can help you borrow the maximum amount at optimal rates.

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.

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.

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, 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.

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