Likelihood to Recommend Very well suited for founders who are building companies in the US but are not US citizens. Works like a charm for start-ups who are looking for a cutting-edge product and not an outdated bank! Small-medium teams. Not well suited for those who are used to traditional banking and prefer in-person interaction or over the phone.
Read full review Tallie is great for companies or outsourced accounting teams who are heavily involved with helping users upload receipts or code changes to the correct G/L Account groups or dimensions. Tallie allows for you to set up specific Expense options that are easier for users to chose what charges are for that are mapped to G/L Account groups in the background which allows for more accurate accounting. However, if your accounting books are using other dimensions like departments or projects the more complex the set up the more help a user might need, so it's nice how easy it is to drop into an account to help finish the more complex coding for users prior to them being submitted for approval.
Read full review Pros Rewards - The rewards were the main reason for us switching. Our previous card provider did not have a good rewards program. User Interface and experience - When a charge is recorded on the Brex card, users immediately receive a text notification asking them to send a picture of their receipt. Brex automatically attaches the receipts to the charge which has saved our users a significant amount of time. Read full review Seamless integration with Bill.com. While this will not specifically benefit every user, our organization was able to quickly marry the two tools and provide timely reimbursements to employees. Customer support -- they're available via so many mediums: user training, email, phone, support case reference numbers. If you need assistance, whether an end-user or administrator, you can get it. In-app camera with intelligent image analysis to extrapolate the vendor name, date of the transaction, amount. It also offers the ability to import a photo from your mobile gallery, and then perform the analysis. Read full review Cons It can be somewhat confusing to transfer money between the credit card and bank side More help identifying areas of overspending More help tracking spending around specific accounts Read full review Search functions need much improvement; i.e. vendor search for transactions. Impossible to import transactions for dates prior to card being added to system. There's no going back. Needs better recognition of expense categories. Sees airlines and Chick-Fil-A as Dues and Subscriptions (?) Read full review Usability Tallie is a functional and reliable method of reporting expenses, though it's integrations and old-looking mobile application UI are drawbacks
Read full review Support Rating Prompt and always extremely fast to respond. I also think the intuitiveness of their solution negates the need for much support
Read full review As a user of Tallie, I have never needed any support to use it. It is simple, logical and needs no training to use. As a company, I don't think we need any ongoing support but I believe the setup process, which they guided us through a year ago went well.
Read full review Alternatives Considered Divvy allows you to get hyper focused in on how much individuals are allowed to spend. Honestly it is comparable to Brex, but is more well suited for micromanaging organizational spend. Brex is good because I am able to give my employees limits that match our budgets and I don't care about micromanaging their spend.
Read full review Tallie stacks up well to Concur. In terms of ease of use, Tallie wins by a landslide. However, when it comes to deeper functionality and integrations into other systems within the business, Concur definitely wins there. So, Tallie is easier for more simple purposes, while Tallie works for more complex organizations.
Read full review Return on Investment No fee wire transfer. Net 60 credit card terms is good for our cashflow. Fast and easy employee credit cards saves us time. Read full review Tallie allows my finance team to spend so much less time on expense reports. After a large event, we would have 20 employees submitting reimbursements taking many hours of their time. This has cut out that time. Tallie allows me to spend a total of fifteen minutes updating records in a report for reimbursement compared to the two hours I used to spend on our archaic system. Tallie allows direct deposit into your account 2-3 days after your report is approved compared to the weeks it used to take to receive reimbursement. Read full review ScreenShots