Tally Street Customer Insights
Turn accounting data into customer KPIs and metrics
Built by - Tally Street
Installs - 20+ installs
Rating 5
(1)
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Tally Street Customer Insights Subscription - Lite, Plus, or Max plans
Overview
1/4
Enrich HubSpot with Customer Insights
For B2B companies who want to grow more smartly, Tally Street boosts sales and marketing by generating customer insights and sending them to HubSpot. Customer segmentation, lifetime value, sales history, churn risk, payment performance and more insights come from automated analysis of actual sales and payment transactions in QuickBooks Online, QuickBooks Desktop/Enterprise, Sage Intacct and Xero.
Keep Everyone on the Same Page
Align finance, sales and marketing by automatically sending actual customer sales and payment insights to HubSpot. Tally Street analyzes your most accurate sales and payment records – whether they’re created in HubSpot or your accounting system –- and distributes the results via reports, spreadsheets and HubSpot.
20 New Account-Level Fields
New account-level fields are automatically created and available for smarter lists, triggering workflows, surveying customers and more. New fields include acquisition date, LTV, sales rank, 3-year sales history, months since most recent sale, payment history, outstanding and overdue balances, and more.
Zero-config Integration with QuickBooks, Xero and Sage Intacct
Accounting administrators can connect Tally Street to QuickBooks, Xero or Sage Intacct in as little as 30 seconds. The integration is read-only, nothing is ever changed in the accounting system. Analyses and reports are available minutes later and sent to HubSpot.
Features
Instant customer analytics
Customer lifetime value (LTV), sales trends, churn risk, payment performance and more are sent to HubSpot and immediately available for use in dashboards, lists, and workflows.
Unmatched simplicity
Zero-config integration with QuickBooks Online, Quickbooks Desktop and Enterprise, Sage Intacct or Xero enable analyses of all sales transactions, whether created in HubSpot or the accounting system.
Use Case: Build Smarter Active Lists
Use invoices and purchase behaviors recorded in accounting systems to build smarter lists -- eg, to nurture new and promising customers or target churn risks before it happens.
Use Case: Trigger New Workflows
Build smarter workflows that are triggered by the "ground truth" of real invoices and payments recorded in accounting systems.
App Functionality
Shared Data
Billing Contacts | ||
New company properties |
Reviews
- Feb 21, 2022
Automated Insights
Tally Street is doing exactly what we wanted to and more. It's taking the data directly from Xero and importing it into our customer information on HubSpot so that we can search and filter based on Xero information. It provides us with LTV, yearly spend, YTD spend, customer terms, customer retention suggestions and more. Great customer service as well, they went above and beyond to help us get it setup.
We're using Tally Street to provide us with automatic customer insights delivered directly into HubSpot
Easy to use, simple to setup and 100% accurate information taken from Xero and imported into HubSpot.
No real disadvantages - if you're looking for a way to get Xero insights directly into HubSpot this is the tool you want.
Mayes, T.
Consumer Products - 6 to 10 employees
Lite
$10
/monthFor up to 250 Customers
Weekly and monthly reports
Google Sheets integration
Customer and revenue retention
Customer segmentation
Customer LTV
First sale and acquisition date
Most recent sale
Annual sales histories
Accounts receivable & collections details
Outstanding balance
Average days to pay
Over 15 more company properties
Connection to QuickBooks Online or Xero
Lite
$10
/monthFor up to 250 Customers
Weekly and monthly reports
Google Sheets integration
Customer and revenue retention
Customer segmentation
Customer LTV
First sale and acquisition date
Most recent sale
Annual sales histories
Accounts receivable & collections details
Outstanding balance
Average days to pay
Over 15 more company properties
Connection to QuickBooks Online or Xero
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 08/09/2025
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