Tally Integrations LLC Information

Tally is a suite of applications built to help businesses manage critical workflows directly from Salesforce, reducing disconnected systems, manual processes, and the need for teams to constantly move between platforms. Our applications extend Salesforce across the final stages of the customer lifecycle, helping businesses move seamlessly from agreement to signature, invoicing, and payment. Tally Sign brings electronic signature directly into Salesforce. Create and send documents for signature, track their status, and keep signed agreements connected to the Salesforce records your teams already work from, making it easier to move deals forward across the Salesforce platform. Tally QuickBooks connects Salesforce with QuickBooks Online, giving Sales and Finance teams a shared view of the customer and their transaction activity. Create invoices directly from Salesforce and automatically sync invoices, customers, products and services, payment information, and invoice status between Salesforce and QuickBooks Online. For SaaS and subscription businesses, Tally also supports recurring billing workflows, allowing teams to automate invoicing cadences and accommodate custom billing calculations while keeping Salesforce and QuickBooks aligned. From signature to invoice to payment, Tally helps businesses keep more of the customer lifecycle connected to Salesforce. To request a demo or learn more, visit gettally.io.