Pricing that scales with you
A powerful integration that grows with your business. Pick the plan that fits your finance workflows — then get started with a quick walkthrough from our team.
Tally Basic
A comprehensive suite designed to streamline your invoicing process.
+ one-time $1,000 installation
- Create, edit, and resend invoices in Salesforce
- Track invoice status — Overdue, Due, Paid
- Sync products & services both ways
- Sync accounts & QuickBooks customers
- Pre-populate line items from Opportunity products
- Download invoice PDFs
- Access historical invoices
- Access to Tally's Unified User Interface
Tally Growth
An enhanced package that lets you select the supplementary features you need.
- Everything in Tally Basic
- Create estimates in Salesforce
- Create purchase orders in Salesforce
- Automation ready
- Custom fields
- Salesforce CPQ ready
- Avalara integration ready
- Custom tax rates
- QuickBooks class tracking
- Sync vendors
Tally Scale
Unleash limitless potential with Tally's complete feature set.
- Everything in Tally Growth
- Unified payment processing
- Recurring invoicing
- Create refunds
- Create bills
- Track time
- Sync payment methods
- Sync chart of accounts
Add-ons & services
Get connected fast with white-glove setup and migration — or a custom build for your exact needs.
Data Migration
Import QuickBooks customers as Salesforce accounts and contacts, with accurate mapping for invoicing.
- Import QuickBooks customers as Salesforce contacts
- Import QuickBooks customers as Salesforce accounts
- Map Salesforce accounts & contacts to QuickBooks customers for invoicing
Installation
Tally installs and configures the product in your Salesforce org. Applies to Tally Basic subscribers.
- Install in your desired Salesforce org
- Add the Tally Invoicing Component to your object (Opportunity, Account, etc.)
- Customize invoice settings — terms, messages on invoices & statements
- Import QuickBooks customers and map them to your Salesforce accounts
- Import products & services
Custom Build
Feature not in our list? Tally provides custom builds to tailor the software to your business.
- Tailored to your exact workflow
- Scoped and quoted to your needs
- Built by the Tally team
Same QuickBooks UI
Your team works in the interface they already know — no retraining.
No double entry
QuickBooks and Salesforce stay in sync automatically, in real time.
Installation included on Growth & Scale
Tally Basic includes a one-time $1,000 setup; Growth and Scale install free.
What subscribers say about Tally
“Tally has been a game-changer for our revenue operations. We went live in under a week and it's been rock-solid from day one. No more double entry — the sync is bi-directional, so it's a single source of truth for billing status inside Salesforce. Support has been exceptional.”
“There's not much more you can say besides WOW. It does everything extremely well, quickly and intuitively. It by and large feels like it's just part of Salesforce because it just works. We evaluated bigger-name solutions but found Tally more robust — and the support is by far the best out there.”
“We've used Tally for 2 years to connect Salesforce with QuickBooks and it's been a game changer. We generate invoices, estimates, purchase orders, and more — all without leaving Salesforce. Saved us time and reduced manual-entry errors. Their support team is responsive and helpful.”
Not sure which plan fits?
Get started with a quick walkthrough — we'll help you pick the right plan for your finance workflows.