The Advisor Hub gives you one dashboard across all your farm clients — health scores, flagged exceptions, grain position, and your task queue, all built on the QuickBooks data they already keep.
Free to join · No credit card · Limited early access spots
Accountants, bookkeepers, grain marketers, agronomists, lenders — if you advise a farm, the hub surfaces exactly what your role needs from the same connected data. Here's how it looks for two of the most common:
A purpose-built advisor layout — distinct from the grower dashboard — that puts cash, grain, tasks, exceptions, and tax planning side by side for every client.
See what's coming in and going out before it happens.
Per-crop tabs for bins, contracts, and exposure.
Full task management, scoped to each client.
Eight automated exception checks on every load.
Planning and benchmarks in one tabbed panel.
Every client gets a computed 0–100 health score from four signals — so you triage your book by attention needed, not alphabetical order.
A persistent banner on every client shows the score alongside cash balance, open tasks, uncategorized count, and flag chips.
One dropdown holds every client you advise. Search, pick a farm, and you're instantly working inside their full account — then back out to the next one just as fast. Clients stay grouped by health, so whoever needs you most is always at the top.
However the relationship starts, you land in the same place — one hub, every client, no migration. Setup takes minutes; the data already lives in QuickBooks.
Create an advisor account and invite the operations you work with. They connect QuickBooks, and each one drops into your hub.
An operation already on TallyAg adds you as their advisor. You accept, and their farm joins your book instantly.
Sign up with your firm's business information — no credit card and no billing setup. There's nothing to approve, so you're in within minutes.
Invite the operations you work with, or accept an invite from a grower already on TallyAg. Their QuickBooks-connected data flows straight into the hub.
Switch between client farms, triage by health score, clear flagged items, and step into any account when you need the detail.
Yes — entirely. It's a separate experience with its own layout, color system, and data model. You can still drop into any client's grower dashboard from the farm switcher when you need the underlying detail.
It works in both directions. You can create an advisor account and invite your clients, or a grower already on TallyAg can add you to theirs. Either way you log in once and see every connected client in one hub.
That's the whole point — there's no cap. The farm switcher lists every client you've been invited to, grouped by health status with acreage and score, and the selected farm stays synced across refreshes.
No. The Notes tab stores private, advisor-only notes per farm. They're kept separate from grower-facing data and are never shown to your client.
No. Advisor signup doesn't run through billing — there's no credit card and no Stripe setup. You provide your firm's business information instead, and there's no approval step, so you're working in the hub the same day.
Stop chasing scattered books and last-minute grain decisions. See your whole book of farm clients the way it should be seen — clearly, and all at once.
Free to join · No credit card · Limited early access spots