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Tallie REVIEW

Expenses Management Software

No user reviews
USER SATISFACTION 89%
OUR SCORE 7.6

What is Tallie?

Tallie is an automated and strategic web-based expense report software that reshapes how enterprises and businesses tackle a very important aspect of accounting – expense management. Crafted by the brilliant and innovative minds of accountants, Tallie enables users to efficiently and smartly capture, handle, and report work-related expenses. Different professionals in an organization can leverage this technology solution to save time, increase productivity, and improve compliance.

Being a paperless export report software, Tallie eliminates the need to compile a bunch of receipts, as the software allows employees to instantly capture and deliver expense data recorded on receipts using their mobile phones. Managers and approvers can also use this software to streamline the process of overseeing and reviewing expenses, alerting them when it detects duplicate expenses when employees haven’t yet submitted their expense reports, and if expenses violate the policies they are implementing. Tallie helps finance teams produce expense reports that are accurate and error-free. It can be integrated with various accounting solutions, bill pay systems, and ERP tools, making it possible for users to simplify the way they move and synchronize data between multiple systems.

Marvellous features are incorporated into Tallie which make the lives of field personnel, salespersons, approvers, CPA managers, and business executives easier. For instance, when it comes to expense capturing, it offers a feature that enables users to automatically calculate mileage. They can also import information from credit card transactions and check credit card expenses against receipts. The expense report software is built with intelligent expense processing features that can code transactions, categorize expenses, and group expenses into reports. In terms of reviewing expenses, Tallie provides managers and approvers with the capability to keenly monitor their entire expense report approval process.

They can keep track of the submitted expense reports they need to approve as well as determine which stage of the approval process an export report is currently in. The software allows them to check documents and files associated with expenses, leave comments and notes on expense reports, and view flagged expense policy exemptions and violations directly from within their mobile devices. Furthermore, users can configure Tallie and let it adapt to their own needs and processes, enabling them to customize what specific employees and teams can see so the they can enter data quickly and accurately, set up expense approval workflows that have multiple approvers and routing levels and options and build and enforce expense policies and rules with flexibility.

Overview of Tallie Benefits

Capture And Generate Expenses Dynamically

Capturing and generating expenses using Tallie is dynamic. As an automated expense report software solution, Tallie replaces manual methods of capturing expense data and creating expenses. For example, the software enables users to take pictures of receipts through the aid of its mobile application, upload receipt photos saved in their mobile phones, or forward receipts to Tallie as HTML documents or email attachments. They can also move receipt photos to the software by simply doing a simple drag-and-drop via their web browser. Given all these options, they no longer need to compile receipts and manually collect expense data.

Another dynamic expense capturing and generation feature included in Tallie is the capability to calculate and record mileage. This feature is very useful in instances when users need to claim tax relief and reimbursement for the expenses they incurred for company, business, or work-related trips they made using their own vehicles. Tallie’s mobile app has a functionality that enables them to automatically record mileage by just touching two buttons – start and stop. Automatic mileage calculation can be triggered by entering the exact departure and destination locations into the web browser as well. In addition, the software produces a mileage map where users can view information about departure and destination. They can submit this map as part of their documentation when they are generating export reports and going through the expense review process.

A Smart And Automated Way To Manage Credit Card Transactions And Expenses

Tallie offers features that transform how users handle credit card transactions and expenses. It comes with a credit card import feature that lets them instantly pull in information from thousands of banks that are connected to the software, streamlining the importation of corporate or personal credit card information which includes merchant, credit card transaction date, and amount and eliminating the need to do time-consuming data entry tasks.

The expense report software, furthermore, leverages the power of algorithms so it can intelligently categorize credit card transactions. What’s really astonishing about this is that Tallie categorizes credit card transactions depending on the actual behavior of users. For example, the software, through the aid of its algorithms, learns the merchants users are often using and the expense categories they are creating and applying most of the time. Another credit card transaction and expense management feature is the ability to easily check expense reports against credit card statements, which simplifies reconciliation workflows.

Set And Enforce Expense Controls Through The Aid Of A Policy Rules Engine

Tallie enables users to set up and enforce expense controls to minimize risks and improve compliance. The software is built with an expense policy rules engine that makes it possible for users to create rules that specify the requirements employees need to meet and adhere into. Expense rules can be formed based on the type of project employees are involved with, the type of expense category their expenses fall under, and other factors. They can also set and impose limits and thresholds for each expense category and depending on whether an expense is billable or not. Tallie generates alerts when a particular expense violates an expense policy or rule.

Identify And Track Duplicate Expenses

The expense report software allows users to immediately spot duplicate expenses. These are expenses that have the same amount, incurred for the same transaction, and sometimes recorded on the same date. Although some duplicate expenses may be considered as legitimate or authorized expenses, users should keep track of them, as they can be the consequence of an honest mistake or a fraudulent behavior and activity. Tallie automatically identifies duplicate expenses, and they are flagged so users are alerted and can find out the real reason why such expenses were recorded.

Flexible Expense Coding And Categorization

One of the great features offered by Tallie is expense coding. But what is expense coding, anyway? This is actually a method by which codes in the form of numeric characters are assigned to individual expenses. Expense coding is being applied so that expenses are easily categorized or classified. The export report software permits users to apply an expense coding that is tailored to their own General Ledger. Moreover, expense coding using Tallie is flexible because it enables them to code and categorize expenses based on expense accounts or product and service line items, making mapping of expenses seamless and enhancing the execution of project-based accounting.

Multi-Layered Expense Approval Process

Tallie allows the creation and configuration of expense approval workflows that are flexible enough to adapt to users’ unique needs and requirements. They can set up an expense approval process that involves multiple reviewers and approvers, controls, and routing options; forming multi-layered approval chains. For example, expenses can be routed to specific approvers depending on their amounts, such as if they go beyond a certain spend threshold or limit. If users want to route expenses according to the projects they belong to, that is made possible, too. In the event that expense reports need to be reviewed by separate approvers, employees don’t have to manually separate their expense reports based on the approvers. This is because Tallie automatically divides their reports into smaller parts wherein each part is routed to the designated approver as needed.

Integrates And Synchronizes With Other Systems

Tallie can be integrated with various accounting programs, bill pay systems, and ERP tools such as Intacct, QuickBooks Online, QuickBooks Desktop, Xero, Bill.com, SAP, Oracle, and Microsoft Dynamics. Tallie’s integration feature provides an activity-based synchronization capability. This means when users modify or update a data that resides in a system which is integrated with Tallie, the change or update they made will reflect on Tallie where the same data is found. This activity-based synchronization capability is bi-directional, which simply means it works both ways. So, when a change is made to the data stored in Tallie, the other system will be updated accordingly.

Overview of Tallie Features

  • Designed with Mobile Users in Mind
  • Delivers Optimized Browser-Based Experiences
  • Capture and Generate Expenses Dynamically
  • Create Expenses from Captured Receipt Photos or Emailed Receipts
  • Track and Calculate Mileage
  • Manage Credit Card Transactions and Expenses
  • Credit Card Import Feature
  • Smartly Categorize Credit Card Transactions based on Behavior
  • Reconcile Expenses Reports against Credit Card Statements
  • Set And Enforce Internal Controls
  • Expense Policy Rules Engine
  • Detect Expense Duplicates
  • Source Documentation
  • Flexible Expense Coding and Categorization
  • Create and Configure Multi-Layered Approval Workflows
  • Integration and Bidirectional Activity-Based Data Synchronization

Tallie Position In Our Categories

Tallie is also listed in the following subcategories:

Category:Position:Category:Position:
Expenses Management Software#61
Category:Position:
Expenses Management Software#61

Every company has its own characteristics, and might call for a particular type of Expenses Management Software solution that will be fit for their business size, type of clients and employees and even individual industry they support. It's not wise to count on locating a perfect software that will work for each business regardless of their background is. It may be a good idea to read a few Tallie reviews first and even then you should keep in mind what the software is intended to do for your company and your staff. Do you need a simple and intuitive service with just basic functions? Will you really make use of the complex tools needed by pros and big enterprises? Are there any particular features that are especially useful for the industry you operate in? If you ask yourself these questions it is going to be much easier to locate a reliable solution that will match your budget.

How Much Does Tallie Cost?

Tallie Pricing Plans:
Free trial
Business Plan
$9/active user/month
Enterprise Plan
Contact vendor

Tallie delivers two paid plans, a business pricing plan and an enterprise pricing plan. The business pricing plan provides you with the opportunity to set up an account for each employee, contractor, or individual who is incurring expenses on behalf of your company and creating expenses.

Business Plan – $9/active user/month

  • Access and use all features and functionalities of the plan during the 14-day trial period
  • Learn how to use Tallie’s features and functionalities
  • Access all the resources you need such as  training webinars, instructional materials, and more
  • Pricing based on active users starts after you meet the monthly $50 minimum
  • Set up unlimited users, create unlimited expense reports, and scan unlimited receipts
  • Approval chain configurations which are flexible
  • Unlimited personal and corporate credit card direct data feeds
  • Enjoy Tallie’s mobile apps
  • Integrate directly with QuickBooks Online, QuickBooks Desktop, Xero, Intacct, SmartVault, and Bill.com
  • Set up and enforce policies, internal controls, and more

Enterprise Plan – custom pricing

  • On top of the Business Plan features, you get the following:
  • Dedicated support and strategic services
  • Custom training sessions for submitters, approvers, and administrators
  • File syn configurations that are unique to your own ERP structure
  • Travel and practice management integrations
  • Fixed fee pricing based on yearly contract and one-time implementation fee

User Satisfaction

We realize that when you make a decision to buy Expenses Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Tallie reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Tallie. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

65

NEGATIVE SOCIAL MENTIONS

5

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Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Monthly payment
  • Annual Subscription
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

What are Tallie pricing details?

Tallie Pricing Plans:
Free trial
Business Plan
$9/active user/month
Enterprise Plan
Contact vendor

Tallie delivers two paid plans, a business pricing plan and an enterprise pricing plan. The business pricing plan provides you with the opportunity to set up an account for each employee, contractor, or individual who is incurring expenses on behalf of your company and creating expenses.

Business Plan – $9/active user/month

  • Access and use all features and functionalities of the plan during the 14-day trial period
  • Learn how to use Tallie’s features and functionalities
  • Access all the resources you need such as  training webinars, instructional materials, and more
  • Pricing based on active users starts after you meet the monthly $50 minimum
  • Set up unlimited users, create unlimited expense reports, and scan unlimited receipts
  • Approval chain configurations which are flexible
  • Unlimited personal and corporate credit card direct data feeds
  • Enjoy Tallie’s mobile apps
  • Integrate directly with QuickBooks Online, QuickBooks Desktop, Xero, Intacct, SmartVault, and Bill.com
  • Set up and enforce policies, internal controls, and more

Enterprise Plan – custom pricing

  • On top of the Business Plan features, you get the following:
  • Dedicated support and strategic services
  • Custom training sessions for submitters, approvers, and administrators
  • File syn configurations that are unique to your own ERP structure
  • Travel and practice management integrations
  • Fixed fee pricing based on yearly contract and one-time implementation fee

What integrations are available for Tallie?

Tallie integrates and synchronizes with the following accounting, bill pay, ERP, payroll management, and practice management systems and applications:

  • Bill.com
  • QuickBooks Online
  • QuickBooks Desktop
  • Xero
  • Intacct
  • SmartVault
  • Practice Engine
  • PEX Prepaid Visa Card
  • Right Networks
  • Avalara
  • SAP
  • Oracle
  • Sage
  • Microsoft Dynamics
  • Paychex
  • ADP
  • My Payroll HR
  • SurePayroll
  • ZenPayroll
  • STAR
  • CHH
  • Thomson Reuters

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