We build apps that make Salesforce do more
Tally for QuickBooks runs your billing cycle inside Salesforce. Tally Pulse uses AI to build native Salesforce reports and dashboards from a simple request. Secure, Salesforce-native, and ready in minutes.
Sell in Salesforce. Bill in QuickBooks. Automatically.
The leading QuickBooks Online integration for Salesforce. Create invoices, estimates, purchase orders, sales receipts, refunds, and CC or ACH payments without leaving Salesforce. Everything syncs bi-directionally with QuickBooks Online in real time.
Build Salesforce reports and dashboards with AI.
Describe what you need, and Pulse builds it directly in Salesforce. Pulse connects to your org, understands the fields and report types available to you, and creates native reports and dashboards around the outcome you requested. Review everything before it's published — no Report Builder experience required.
Built directly in Salesforce
Pulse creates native Salesforce reports and dashboards inside your org. No external BI platform. No exports. No duplicated data.
AI that understands your org
Pulse works with the Salesforce metadata available to your user, including custom fields, relationships, report types, formulas, and folders.
You approve everything
See exactly what Pulse plans to create or change before it publishes anything. Nothing goes live until you approve it.
Reporting used to be a ticket. Now it's a request.
Ask for the report or dashboard you need. Pulse handles the report type, fields, filters, groupings, formulas, charts, and supporting reports required to build it.
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!”
“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!”
Put Salesforce to work.
Automate billing with Tally for QuickBooks or build reports and dashboards with AI using Tally Pulse.