Tallie is an expense reporting tool that integrates with other billing or accounting platforms (e.g. bill.com, Quickbooks, etc.) to present an expense management solution. It was supported by Certify since the 2017 merger with that company and Nexonia under the new company Certify Travel and Expense, and is now from Emburse, the company formed from the merger of Certify and Chrome River Technologies in March 2019.
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Navan
Score 8.6 out of 10
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Navan (formerly TripActions) headquartered in Palo Alto offers their corporate travel management application of the same name, supporting messaging, travel rewards management, travel booking, and company policy compliance.
Tallie is a lower cost system than Concur. It doesn't come with all the bells and whistles that you'll find in Concur; Concur is intended to be a payment platform where all bills/expenses can be run.
That said, implementation and per-transaction costs in Concur are an absolute …
Both Tallie and Expensify are quality products that help with credit card management. Setting up an account, if you are only managing one company either product is equally qualified, however, if you are managing multiple companies, I find Tallie is easier for the set up and …
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 …
I was not responsible for the decision to move forward with Tallie. That said, we already leveraged Bill.com, making it a logical choice when combined with the billing/subscription options.
As easy to use as Tallie is, I feel that Concur and Expensify have more pleasant app …
The ability to electronically upload Tallie information into Acumatica saves time and increases accuracy. They have great customer service, which helped with the implementation process. It's also low cost comparing to other available products, which is very important for …
As stated, we did not use a system and instead used Google Drive to upload our receipts and then Excel to track our spending to then submit. This would take hours of not only the employee submitting but the manager approving and then our financial team ensuring that each coding …
Tallie was chosen based on what our parent company was using, so we did not do our own evaluation. We have not experienced any major malfunctions with Tallie, and employees seem to find it easy to use. Until we run into any major snags, we'll continue to use Tallie for managing …
While Concur is a great product in itself, Tallie is vastly superior in user friendliness. The OCR technology is a game changer, and the ease of mobile use can transform your workforce. Concur is better suited for Fortune 200 companies or companies with tens of thousands of …
TripActions is the first platform of its kind used by the company. Our director of Domestic Sales selected TripActions after evaluating other platforms (the names of which I do not know). His objective was to streamline travel planning, so that individual users are able to …
We used Corporate Traveler in the past. It was nice to have a dedicated travel agent, but with an organization, our size TripActions has been the best option!
I personally believe that TripActions is ahead of the game here. They're always pushing out additional features and their functionality never seems to fail.
I like TripActions more because everything is on a mobile app that is super user-friendly. The customer service team is also world class-I genuinely have never felt so taken care of. More so, Concur Travel and Expense never rewarded me for traveling, while I made over 200 …
TripActions stacks up exceptionally when comparing against similar tools such as Nexonia, or Certify. Both of which I have used at prior Sales Orgs. With expense tools, it all comes down to the mobile application. If you're traveling at all for your role/job, you will …
Not a fan of TripIt at all. TripActions is clearly the superior product in giving vast rewards and benefits for business travel. TripIt has seamless integration with Concur but is not user-friendly at all.
TripActions is better in every way. Support, ease of use, benefits to me, as well as just the ability to compare options easily in a variety of different ways. It easily links to my travel rewards programs which is nice so I can get the benefits even when booking with my …
User-friendly interface. TripActions is extremely intuitive and easy to use, with tabs, graphics, chat, etc.
Bonuses for individuals. The Amazon bonuses are a best seller.
We evaluated a number of products and landed on TripActions... flexibility about company policy; deployment of iPhone app and its integration with Expensify were key.
We realized there was a lot of money being spent on travel and hotel accomadations, and there was no way to cap how much an employee was spending. This has solved many business problems by visually explaining the correct amount someone should be spending on flights and hotels, …
We did not have a good experience with Concur. It was difficult to use and outdated. I spent many days helping our travelers try to find the correct flights on Concur, or helping them troubleshoot errors. TripActions was a huge improvement and both myself and our travelers …
Tallie is well suited for those that utilize Bill.com or another of its compatible integrations. Small businesses to medium-sized corporations can (fairly quickly) leverage Tallie. Tallie would be less appropriate for organizations that already lean heavily on Salesforce, NetSuite, or Workday -- Concur or Expensify might be more suitable options.
TripActions is absolutely useful for any outside sales teams and companies that promote or offer a lot of travel. If the sales team travels as much as ours does, it's worth the investment. If travel is not something that most of your company has on a monthly to quarterly basis, I do not think that TripActions would be well suited for that environment
Very intuitive - liked how it was convenient to use when uploading receipts and liked how it would attempt to figure out what was on it so it could pre populate the required fields.
The ability to add multiple categories and subcategories for where your purchase falls in the organization was super helpful when keeping organized.
Mobile app to upload receipts on the fly has helped increase the amount of folks remembering to submit their receipts.
Provides a wide range of travel options within a wide budget.
It is reliable - if a trip gets canceled, they are quick to contact their customer and help sort out additional booking details to get you to your final destination.
Tallie suggests it is able to read receipts and place them into the correct category, but I find myself updating these sections each time I upload a receipt. The system should be updated to read multiple receipts.
Tallie sometimes rejects photos if they are not specific enough. This can be frustrating since it is sometimes difficult to upload receipts quickly while on the road. However, this rejection is not a common occurrence.
More often then not, Tallie's emails go to my junk folder. Tallie should work on their spam count for Outlook.
Global Pricing: Since TripActions has the role of an inventory aggregator, they have to tackle inventory one distributor at a time. If CTrip or MakeMyTrip has better inventory, it won't flow through to TripActions until a deal with them is made.
Controls: TripActions is very open in the way it enforces policy - meaning it isn't for every company. If a customer wants more heavy-handed controls, they'll have to go with a competitor.
This decision overall isn’t made by me. The company evaluates the product. While I am an influencer the overall review is my personal opinion and mine only. The company books flights or would like for us to book flights through trip actions everything else is suggested but done with a personal cc which makes it optional. My option will be to not use TripActions for anything personally.
Certainly not as robust as bigger products/names on the market, but the features/solution it offers do extremely well, with a good mobile app experience and a nice, clean interface. It helped our organization (7 locations) go paperless, which rapidly improved our expense capture and timeliness in reporting and also gave our staff a better, user-friendly expense report and reimbursement process.
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.
- Easy bookings and quick expensing - Excellent chat support - Savings for the company since employees opt for rewards which require booking cheaper than average priced hotels - Rewards for employees - Easy to use customer interface - Great mobile applications for android and iOS - Ability to control payment methods for a different types of bookings like hotels or flights or car rentals.
Both Tallie and Expensify are quality products that help with credit card management. Setting up an account, if you are only managing one company either product is equally qualified, however, if you are managing multiple companies, I find Tallie is easier for the set up and management of companies. In Tallie companies are treated as separate products, when you log on you select which company you are working in and while in that company you don't have access to another, whereas in Expensify companies can be intermingled. This could have is benefits, but from an outsourcing point of view it can make set up and management of clients harder. With assisting users, in Tallie as long as a user has the right permissions and access to a company, they can access any user's account in order to process charges, or assist users by masquerading as them. In Expensify, users have to give admin access to their accounts through their co-pilot access, this isn't an issue if users aren't likely to need help or help from more than one admin person, but as your client list and users grow, this type of access can be challenging or overwhelming.
TripActions is the first platform of its kind used by the company. Our director of Domestic Sales selected TripActions after evaluating other platforms (the names of which I do not know). His objective was to streamline travel planning, so that individual users are able to handle their own travel needs within company budgets, rather than relying on a travel coordinator position to handle planning for multiple employees (which had been the approach prior to TripActions).