Tallie

Mobile and online expense management for smaller businesses.

4,3 /5 (39 reviews) Write a Review!

Tallie Overview

What is Tallie?

Tallie is an online expense management tool built with smaller businesses in mind.

The people at Tallie believe small businesses deserve expense software that is ridiculously easy to use, takes limited time out of the workday to manage, eliminates accounting mistakes and can be implemented rapidly. Tallie is designed to integrate seamlessly with your core accounting system, whether it's Xero, QuickBooks Online, QuickBooks Desktop, Sage Intacct or NetSuite. In fact, Tallie uses your configurations already in place in your accounting system to pre-configure your expense environment to match. Plus, Tallie's unique partnership with Bill.com ensures your financial software systems are always working together to ensure your payments are made on time.

As part of the Emburse company, we deliver our customers the same underlying data automation that powers the world's largest businesses at a fraction of the price. From our rapid receipt scanning, automatic report generation, duplicate de-duping, on-the-go mileage tracking and more, your small business can leap forward in expense management and credit card reconciliation, saving an average of 67% of time spent on spreadsheet reports.

Tallie Overview

Pricing

Starting from
US$50,00/month

Pricing options

Free Trial
Subscription
Value for money

Tallie is available across three tiers of pricing, which vary by supported accounting integration, as follows:

BASIC ACCOUNTING
$50/month - Includes complete expense report software suite, including integrations with QuickBooks Desktop, QuickBooks Online, or Xero and 5 users. Additional active expense tracking users charged at $9/month

CASH CONTROL
$95/month - Includes complete expense report software suite, including integration with Bill.com and 9 users. Additional active expense tracking users charged at $10/month

CLOUD ERP
$200/month - Includes complete expense report software suite, including integrations with Sage Intacct or NetSuite and 18 users. Additional active expense tracking users charged at $11/month


Tallie Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

Capture expenses on the mobile application, whether from receipt scans or mileage tracking.
Submit receipts in expense reports that Tallie dynamically creates for you
Approve expense reports directly from your email with complete line item detail
Gain complete visibility over all expenses in your company and guide the submission process
Tallie video Tallie screenshot: Capture expenses on the mobile application, whether from receipt scans or mileage tracking. Tallie screenshot: Submit receipts in expense reports that Tallie dynamically creates for you Tallie screenshot: Approve expense reports directly from your email with complete line item detail Tallie screenshot: Gain complete visibility over all expenses in your company and guide the submission process

Tallie Reviews

Tallie Reviews

Overall rating
4,3
/
5
Excellent
20

Very good
14

Average
3

Poor
0

Terrible
2

Value for Money
4,3
Features
4,3
Ease of Use
4,3
Customer Support
4
87% recommended this app
Claudia R.

Useful for recordkeeping as well


Michael S.

The potential to be one of the best software solutions I've ever used or implemented

Overall, the product has improved over the past year and has the potential to be one of the best software solutions I've ever used or implemented. When everything is working, the software is awesome and really supports a fast, electronic, seamless expense reporting process for Quickbooks. For the price, there are no other solutions anywhere near this level of functionality. Just set expectations accordingly for CC sync, pay for the premium support, and you'll have a solution that you'll absolutely depend on for smooth, paperless expense reimbursements.


Judy W.

Tallie for Credit Cards

Overall this is a really good software. We use it mostly for credit card tracking. It's easy to upload receipts and assign specific codes.


Bret H.

Slow Customer Support - Won't Fix Bugs


Verified Reviewer

Good for Large Businesses

Great experience


Claudia R.

Useful for recordkeeping as well

Used Weekly for 2+ years
Reviewed on 2017/11/03
Review Source: GetApp

Pros

We've tried other expense reporting systems and what Tallie does that we've had difficulty finding elsewhere is its ability to be used to capture receipts. The app and website are both intuitive. The expense reports are easy to read. We love that it connects to Bill.com, which we use to reimburse our clients' employees! However, some clients also use it to store receipts for everything they buy with their credit cards. The receipts are automatically matched with each downloaded transaction. Their QuickBooks integration is great because unlike some other systems, they import each transaction individually with vendor, account, and class data. This makes reconciling credit cards at the end of the month quite easy.

Cons

The only thing about Tallie that could still use some work is their OCR. We've found that it's about 80% accurate in matching receipts to downloaded transactions. Every month we do have to go in for a little cleanup to remove duplicates and merge transactions. Duplicates are pretty easy to find, so it's not too troublesome.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Michael S.
Industry: Information Technology & Services
Company size: 2-10 Employees

The potential to be one of the best software solutions I've ever used or implemented

Used Weekly for 6-12 months
Reviewed on 2020/06/15
Review Source: Capterra

Overall, the product has improved over the past year and has the potential to be one of the best software solutions I've ever used or implemented. When everything is working, the software is awesome and really supports a fast, electronic, seamless expense reporting process for Quickbooks. For the price, there are no other solutions anywhere near this level of functionality. Just set expectations accordingly for CC sync, pay for the premium support, and you'll have a solution that you'll absolutely depend on for smooth, paperless expense reimbursements.

Pros

This software is very intuitive and easy to use. The best features are the integration with personal credit cards, and the direct integration with QuickBooks. When you combine Tallie, QB, and Bill.com, you can have a 100% paperless expense reimbursement process.

Cons

I gave a couple of 4/5 scores, so these are not things I don't like, just challenges. First of all, on Quality, the platform seems fairly young and there were several issues that delayed processing reports initially. They are good about addressing and fixing the issues, but that brings up my next 4/5, which is support. Regular support takes 2-4 days for a response and resolution, which seems like an eternity when trying to reimburse expenses. If you want great support, you have to pay for the premium support. It's worth it, as they reply within hours to issues. The only other issue, which is somewhat beyond their control, is the credit card sync. It often doesn't work or is very slow. In talking to support many times, they are at the mercy of 3rd party solutions, but they also only display a few "default" CC sync options, and once you get them on the phone, they can open up multiple CC Sync options for you. Some of these work better than others, but be prepared for it to stop syncing periodically. It doesn't keep you from submitting reports, but is a bit of a pain when trying to reconcile with your CC statement.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Judy W.
Industry: Computer Software
Company size: 11-50 Employees

Tallie for Credit Cards

Used Weekly for 1+ year
Reviewed on 2020/11/24
Review Source: Capterra

Overall this is a really good software. We use it mostly for credit card tracking. It's easy to upload receipts and assign specific codes.

Pros

Very easy to upload credit card statements. Great for adding and tracking credit card receipts. It's easy for employees to upload/enter expense report transactions/receipts.

Cons

Not always able to "add" a card that requires security code. Sometimes the "syncing" doesn't work making it difficult to complete certain tasks.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Bret H.
Industry: Broadcast Media
Company size: 11-50 Employees

Slow Customer Support - Won't Fix Bugs

Used Weekly for 2+ years
Reviewed on 2020/05/06
Review Source: Capterra

Pros

Tallie is excellent at handling expense and credit card reports between end users, Quickbooks, and Bill.com. It works well most of the time. It does a really good job and is easy to use.

Cons

I have become increasingly frustrated with the development team and support team at Tallie. It's absolutely horrible. There are bugs which have plagued us for years, and they won't fix them. I've pointed them out and gone through proper channels of reporting. They just don't seem to care. Some of these are minor graphical bugs that confuse my users. But it doesn't matter, they don't improve their software. As a result of other bugs they refuse to fix, I have to regularly contact them to do "back end syncs" to fix glitches. But their customer support has become absolutely horrible. So, just to get them to click the button on their end to do the "back end sync" I have to wait at least 24 hours. And if I have a support issue that requires back and forth, they take at least 24 hours for each reply - so be prepared for 3-4 days to get something simple resolved. I suspect that because they refuse to put time into development and fixes, their support staff is overburdened dealing with lingering bugs. When we onboarded them a few years ago their support was great - but at this point I can no longer recommend them.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 3.0/10

Verified Reviewer
Industry: Mental Health Care
Company size: 11-50 Employees

Good for Large Businesses

Used Daily for 2+ years
Reviewed on 2018/11/06
Review Source: Capterra

Great experience

Pros

Tallie is flexible enough to be molded to fit the needs of our non profit contract bill for services model.

Cons

The phone app sometimes doesn't transmit photos for receipts very well, and you need to get onto a desktop to verify uploads.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 6.0/10

User recommendation
8,1/10
Based on 39 user ratings
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Tallie Pricing

Tallie Pricing

Starting from
US$50,00/month
Free Trial
Subscription
Value for money

Tallie is available across three tiers of pricing, which vary by supported accounting integration, as follows:

BASIC ACCOUNTING
$50/month - Includes complete expense report software suite, including integrations with QuickBooks Desktop, QuickBooks Online, or Xero and 5 users. Additional active expense tracking users charged at $9/month

CASH CONTROL
$95/month - Includes complete expense report software suite, including integration with Bill.com and 9 users. Additional active expense tracking users charged at $10/month

CLOUD ERP
$200/month - Includes complete expense report software suite, including integrations with Sage Intacct or NetSuite and 18 users. Additional active expense tracking users charged at $11/month

Tallie is available across three tiers of pricing, which vary by supported accounting integration, as follows:

BASIC ACCOUNTING
$50/month - Includes complete expense report software suite, including integrations with QuickBooks Desktop, QuickBooks Online, or Xero and 5 users. Additional active expense tracking users charged at $9/month

CASH CONTROL
$95/month - Includes complete expense report software suite, including integration with Bill.com and 9 users. Additional active expense tracking users charged at $10/month

CLOUD ERP
$200/month - Includes complete expense report software suite, including integrations with Sage Intacct or NetSuite and 18 users. Additional active expense tracking users charged at $11/month

Value for Money
4,3/5
Based on 39 user ratings
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Tallie Features

Tallie Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4,3/5
Based on 39 user ratings
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Categories

Additional information for Tallie

Additional information for Tallie

Key features of Tallie

  • Auto-calculate mileage
  • Auto-convert foreign currency
  • Auto-identify duplicates & policy violation
  • Auto-match credit card expenses & receipts
  • Automatic approval routing
  • Automatic expense generation
  • Batch print reports to PDF
  • Bi-directional integration with QuickBooks
  • Credit card data import
  • Credit card transactions to General Ledger mapping
  • Custom CSV expense exporting
  • Drag-and-drop interface
  • Expense reports & analytics
  • Integration with Bill.com & SmartVault
  • Multi-destination export
  • One-click expense report creation
  • Payroll provider integration
  • Receipt photo capture
  • Reconciliation statement matching
  • Sort data into catgeories

Benefits

  • Take the pain out of expenses: Tallie scans and imports receipts from multiple sources, auto-categorizes them, checks for duplicates & policy compliance, & adds them to a report for submission. If you're not using Tallie all the time, we've done our job right.

  • Gain visibility over corporate spend: Company administrators and full visibility into the state of all expenses and reports in this system and can act on behalf of users, if necessary. Make sure all your expenses are on time and accounted for.

  • Keep your system of record: Tallie directly integrates with the accounting systems most commonly used by smaller businesses: Xero, QuickBooks Online, QuickBooks Desktop/Enterprise, Sage Intacct and NetSuite. Tallie delivers all data into these systems for proper records-keeping and audit preparedness.

  • Tallie FAQs

    Tallie FAQs

    Below are some frequently asked questions for Tallie.

    Q. What type of pricing plans does Tallie offer?

    Tallie offers the following pricing plans:

    Starting from: US$50,00/month

    Pricing model: Subscription

    Free Trial: Available

    Tallie is available across three tiers of pricing, which vary by supported accounting integration, as follows: BASIC ACCOUNTING $50/month - Includes complete expense report software suite, including integrations with QuickBooks Desktop, QuickBooks Online, or Xero and 5 users. Additional active expense tracking users charged at $9/month CASH CONTROL $95/month - Includes complete expense report software suite, including integration with Bill.com and 9 users. Additional active expense tracking users charged at $10/month CLOUD ERP $200/month - Includes complete expense report software suite, including integrations with Sage Intacct or NetSuite and 18 users. Additional active expense tracking users charged at $11/month

    Q. What are the main features of Tallie?

    Tallie offers the following features:

    • Auto-calculate mileage
    • Auto-convert foreign currency
    • Auto-identify duplicates & policy violation
    • Auto-match credit card expenses & receipts
    • Automatic approval routing
    • Automatic expense generation
    • Batch print reports to PDF
    • Bi-directional integration with QuickBooks
    • Credit card data import
    • Credit card transactions to General Ledger mapping
    • Custom CSV expense exporting
    • Drag-and-drop interface
    • Expense reports & analytics
    • Integration with Bill.com & SmartVault
    • Multi-destination export
    • One-click expense report creation
    • Payroll provider integration
    • Receipt photo capture
    • Reconciliation statement matching
    • Sort data into catgeories

    Q. Who are the typical users of Tallie?

    Tallie has the following typical customers:

    Small Business, Non Profit, Mid Size Business

    Q. What languages does Tallie support?

    Tallie supports the following languages:

    English

    Q. What type of pricing plans does Tallie offer?

    Tallie has the following pricing plans:

    Subscription

    Q. Does Tallie support mobile devices?

    Tallie supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Tallie integrate with?

    Tallie integrates with the following applications:

    Bill.com, Bill.com, QuickBooks Online, QuickBooks Online Advanced, Rippling, Sage Intacct, Sage Intacct, SmartVault, Xero, Xero

    Q. What level of support does Tallie offer?

    Tallie offers the following support options:

    FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials