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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 + 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.

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Additional info

Shared data

Xero
Tally Street
Contacts
Credit Notes
Invoices
Items
Payments
Tracking Categories

App details

Added in 2021

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