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.
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.
Connect Tally Street to Xero in two steps: (1) click the Xero Sign in button at the top of this page, and (2) click to Allow Access.
That’s it. You’ll be taken to the Tally Street dashboard where you can adjust your account details or just wait for the first reports to land in your inbox.