Boost Your Accounting, Bookkeeping and CFO Advisory Services
You help some of the six million SMBs and 24 million sole proprietors that power half of the US economy and employ half of all working Americans.
They’re competing with larger enterprises that have teams of people and expensive software to mine their customer and sales histories to grow revenues and avoid risks.
Now you can discover and use similar insights to contribute to your clients’ successes. We built Tally Zip to be your "virtual business analyst". Tally Zip regularly crunches years of sales and payment data to summarize business performance, track customer behaviors, optimize collections and funding, and more.
Tally Zip uses artificial intelligence and statistics to be your virtual business analyst.
Tally Zip is designed for SMBs and their accounting and CFO advisors. Tally Zip uses data SMBs already have, requires no additional configuration or staff, and cost less than an hour of your time.
Learn from Customer Performance
Go beyond simple revenue reports. Track sales to new and repeat customers, product sales, customer acquisition and lifetime value, & more. Results are put into context with comparisons to prior periods.
Manage Risks and Boost Collections
Extending credit to healthy customers is a valuable sales tool. Not getting paid really hurts. Predicting invoice payments and collections performance can boost sales and improve cash flow.
Quick Onboarding, No Dashboard
There’s nothing to configure, no building reports in a dashboard, and no questions to ask. Simply connect Tally Zip to QuickBooks Online or Desktop and the results will be emailed to you.
Get Started in 15 Seconds
Request an invitation and you're just two clicks away from connecting Tally Zip to QuickBooks Online.