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Rightworks Connect IQ

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5.0 out of 5 stars
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SF
Skip Falatko
Posted 4 Aug 2021
5 out of 5 stars

Great insights

We sell accounting training to companies and CPA firms. Tally Street easily connected to Xero (and Salesforce) to give us automated insights into our customers that we otherwise would have to manually compile. We can easily see who our best customers are, how quickly they pay, and who hasn’t done business with us recently and needs attention. It's a huge time saver for us. Highly recommended.
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