• Tally Street

    Tally Street uncovers the customer stories and insights hiding in accounting data.

  • Tally Street uncovers the customer stories and insights hiding in accounting data. For many businesses, your accounting platform is the best and most accurate source of customer sales and payment data, all the way down to the individual products purchased and the prices paid. Tally Street uses artificial intelligence and smart software to boost the value of the data you're already managing from Sage Intacct.

    Accountants and finance teams using Sage Intacct can help businesses know more about their most valuable customers and how to manage payment risks to grow sales and improve cash flow. The results are proactively sent you and can be automatically synced with your CRM better align finance, revenue operations, sales and marketing.

    Key Benefits:
    Drive Repeat Business
    Acquiring new customers is important to growth, but retaining customers is critical to the survival of most businesses. Manually compiling customer and net revenue retention rates, lifetime value, and more used to take hours every month. Now it's done automatically by analyzing the sales invoices already in Sage Intacct.

    Know Your Customers
    Great businesses segment customers into groups of those who deliver the most value, those who could add more value, and those at risk of being lost. Tally Street applies artificial intelligence and smart software to the transaction data in Sage Intacct to segment and tag each customer for you.

    Get Paid, Lower Risk
    Late payments hurt. Big late payments hurt more. Completely writing off customer debt is really painful. Speed up conversions to cash and lower risk using customer insights to more smartly prioritize accounts receivable collection efforts.

    Sync with Google Sheets, HubSpot and Salesforce
    Sage Intacct helps you manage valuable customer transactions, which Tally Street converts into insights and sends to Google Sheets HubSpot and Salesforce to drive more powerful account-based sales and marketing.

    Safe and Easy to Integrate
    Connecting with Tally Street takes just minutes (see guide) and there is no change to how you use Sage Intacct. Tally Street is “read-only," the software only retrieves customer and invoice data for analysis. 

    Selected By AICPA And CPA.com
    The Association of International Certified Professional Accountants and CPA.com selected Tally Street as a solution that brings technology and value to an evolving accounting profession.

    System Requirements:
    Sage Intacct Web Services, Modern web browser

    $45/mo for up to 500 customers; $85/mo for up to 2000 customers

    Integration Approved Countries:
    United States;

    Tally Street helps small and mid-sized businesses uncover the customer stories hiding in their accounting data, so they can make better decisions. For many small and midsize businesses, their accounting software is the best and most accurate source of customer data and potential insights. Tally Street uses artificial intelligence, statistics and smart software to discover customer insights and provide them to the business via Tally Street reports and integrations with Google Sheets, ActiveCampaign, HubSpot and Salesforce.  The result is that accounting and finance teams save hours every week, improve cash collections, and drive more successful sales and marketing efforts.

    Phone: (617) 294-9201
    Website: https://tallystreet.com
    Year Founded:
  • Listings from this provider: