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Tally · AI-powered apps for Salesforce

We build apps that make Salesforce do more

Two products, one home: Tally Pulse builds Salesforce reports, dashboards, and custom components from a conversation, and Tally for QuickBooks runs your whole billing cycle without leaving Salesforce.

See Pulse in action QuickBooks integration
21+ five-star reviews on the Salesforce AppExchange
Tally PulseNew

Salesforce work used to be a ticket. Now it's a conversation.

Describe what you need — a report, a dashboard, a custom component — in plain business language. Pulse handles the report types, fields, filters, charts, Apex, and deployment, and builds the real thing in your Salesforce org.

  • Built directly in Salesforce

    Reports, dashboards, Lightning components, and automations — all native to your org. No external BI platform, no exports, no duplicated data.

  • AI that understands your org

    Pulse works with the fields, relationships, report types, and custom code available to your Salesforce user.

  • You approve everything

    Pulse shows exactly what it will create or change before it touches your org. Nothing goes live without your OK.

Try Tally Pulse See how it works
Tally Pulse
Add a card to our account pages that shows each account’s health score.
Checked your org first — 2 existing Lightning components, no name collisions. The score can roll up from usage, open cases, and renewal date. One decision changes the whole feel:

Which look should the account health card use?

Slate ExecutiveRecommendedGraphite and indigo, cool and precise — numbers that read like leadership already signed off.
Midnight NeonAfter-dark cockpit — deep navy with electric cyan glow, for dashboards that should feel alive.
EvergreenCalm deep greens on soft mint — healthy, assured, easy to live next to every day.
Salesforce NativeLooks like Salesforce built it — the real brand blues and cloud backgrounds, so it disappears into any Lightning page.

Hover a look to preview it — the whole page repaints, just like in the app.

Slate Executive
Here’s exactly what ships — nothing lands in your org until you approve it.

Account Health

Acme Corp
82/ 100
Product usage76%
Open cases3 open
Renewal riskLow

Ready to build

Account Health Score

Scores every account from product usage, open cases, and renewal date — and puts the number right on the account page.

Lightning componentaccountHealthCardApex classAccountHealthControllerApex classAccountHealthControllerTest

Everything that will be deployed

lwc/accountHealthCard/accountHealthCard.js
lwc/accountHealthCard/accountHealthCard.html
lwc/accountHealthCard/accountHealthCard.css
classes/AccountHealthController.cls
classes/AccountHealthControllerTest.cls
Build this

Salesforce already compiled this exact build. One tap deploys it to your org — this confirmation uses no extra message credit.

Compiled clean, 3 Apex tests passed, and it’s in your org. Drag it onto any account page in Lightning App Builder.

Account Health

Acme Corp
82/ 100
Product usage76%
Open cases3 open
Renewal riskLow

Account Health Score

In your Salesforce org
Lightning componentaccountHealthCardApex classAccountHealthControllerApex classAccountHealthControllerTest
See it in Salesforce Setup ↗

Place it from Lightning App Builder — it's under Custom components.

Every mode uses one customer message

Nothing lands in your org until you approve it.

Real Pulse conversations with sample data — pick a tab, and hover a theme in Components to repaint this page.

Tally for QuickBooksQuickBooks Online

Sell in Salesforce. Bill in QuickBooks. Automatically.

The leading QuickBooks Online integration for Salesforce. Your sales team never leaves Salesforce, your books stay right in QuickBooks, and nothing gets typed twice.

  • Invoices & recurring invoices
  • Estimates
  • Purchase orders
  • Sales receipts & refunds
  • CC & ACH payments
  • Bi-directional real-time sync
Explore Tally for QuickBooks View pricing
Tally invoicing inside Salesforce

2-way

Real-time QuickBooks ↔ Salesforce sync

Zero

Double data entry

CC + ACH

Payments inside Salesforce

Same UI

As QuickBooks Online

Native to Salesforce

Our products work directly with Salesforce and the systems your team already uses. No exports, duplicate workflows, or copy-and-paste processes.

Secure by design

OAuth, Salesforce permissions, and review-before-publish controls keep you in control. Pulse only accesses what the connected Salesforce user is permitted to access.

Real humans, real support

Free installation, hands-on onboarding, and support from a team that understands Salesforce.

“The Tally team did a great job staying on top of our project and clearly communicated updates and expectations along the way. Great experience. Would recommend!”
John Winther
Founder & CEO, BestNotes
“We worked closely with the development team, who went above and beyond to make sure we launched on time and correctly. They were instrumental in training, communicating, and anything else we asked. Totally awesome to work with!”
Victoria Monteclavo
Project Manager, Scientis Cosmetics

Put Salesforce to work.

Automate billing with Tally for QuickBooks or build reports, dashboards, and components with AI using Tally Pulse.

Book a demoContact us