Tally Street

    Customer analytics from your own sales transactions. Automated analyses and reports to help you keep and grow customers while lowering risk.
    Overview

    Uncover the customer insights hiding in your accounting data and get a 360 degree view of the customer lifecycle across accounting, sales and marketing. Know your most valuable customers, who presents the most risk, which products drive repeat business, how to prioritize AR collections, and more.

    Built for B2B companies, Tally Street analyzes sales invoices and payments in Xero to discover customer segments, lifetime value, churn risk, payment risk and more. Results are automatically sent to you, downloaded from your dashboard, or synced to Google Sheets, ActiveCampaign, HubSpot and Salesforce.

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    Tally Street video cover slide   Brian Suthoff
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    Tally Street + Xero

    It takes seconds to connect Tally Street to Xero. There’s nothing to configure and there’s no change to how you use Xero. Tally Street is “read-only" and analyzes customer sales transactions and products.

    Your first results are available in minutes and available in the Tally Street dashboard, via email, live Google Sheets, and will sync results with your CRM, including ActiveCampaign, HubSpot and Salesforce.

    Reviews & ratings

    5.0
    1 Reviews
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    SF
    Skip Falatko
    Posted

    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.
    Additional info

    Shared data

    Xero
    Tally Street
    Contacts
    Credit Notes
    Invoices
    Items
    Payments
    Tracking Categories

    App details

    Added in 2021
    Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.