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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Paycom
Score 8.5 out of 10
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Paycom supports HR and payroll with automated, employee-first technology that supports every stage of employment. Its single database enables seamless data management, to reduce errors, endless data entry and time-consuming administrative tasks.
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.
It's very mobile friendly, especially for people that aren't tech savvy. We have an aged workforce where we were really concerned about how they would adapt, going from the comfort of using paper to a mobile and online application. But the training was really easy and the adaptation has been simple for us as a company.
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.
I would say the communication post-implementation is amazing. Allie is our representative. She's amazing. Caitlin is amazing. I just met Travis last week at the office. Amazing. The communication is great and helpful, so if one of the team members don't have the answer, they can just jump in. For instance, I was on a call with Caitlin yesterday and she was like, "I'm not really sure about this answer. Let me see if I can go run it byTravis." I know he's on another call and instead of him saying blah, blah, he came over and looked at the screen and was like, do this, do this. It's a little different. So I would say the customer service is the best.
I think that when we do need a response back, which is very unlikely from the contact about something that's happening or going on, it can take a little long to get back to us. Longer than we would like because obviously it's an emergency to us, but we understand they have tons of emergencies they have to solve. But I think that's the only aspect.
I know from a payroll standpoint, which I'm not really privy to because I don't work on the payroll side, there have been some little hiccups that about certain formulas used, certain credits being issued that we've already filed for tax credits that we filed for. So I know that my CFO's already on top of it and pay comes on top of it as well and it's getting resolved, but obviously that's a big issue that needs some work there.
Because it has everything that we need and as we grow, we are learning how robust Paycom can actually be but we need to be willing to spend the money. It's not expensive but we, as a company, are not used to spending that much on a system for HR and payroll.
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.
The interface is very intuitive, you can navigate it pretty well. Everything's pretty much spelled out and the features just flow really well. They make it easy for you to go back and forth with the UX/UI type of interface. So I think it was built pretty well.
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.
Our TSR has been wonderful to work with. Every step of the way he was quick to respond and answer any questions we had. I knew I could reach him at any time (day or night) and he would be available to assist. Implementing a new HRIS system is obviously a huge task and I contribute all our success to our rep Kurt! Of course, with any implementation, there were bumps along the way and issues. But I always knew we would work as a team to get those issues figured out. Working in the Paycom system has been smooth and easy to learn and I enjoy the employee self-service interface. Our managers have had positive things to say and are all excited about the changes we have been able to make to our organization due to Paycom being implemented.
All the online training modules were short and straight to the point. Every module teach you how to use the system. If there is one thing they know how to do is training. We did implementation during the pandemic so all had to be done online or via zoom meetings.
Not at all satisfied it was a nightmare we spent over 8 months with the implementation team having issues after issues all related to the Puerto Rico regulations (half my employees are in Puerto Rico) and at the end we were moved over from the implementation team to the production team without all the issues being resolved
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.
We really only had Paychecks and that was our biggest problem is that with several different companies, it was very hard If you had a salary employee and didn't terminate them in the prior company, they get paid twice, so this has really been definitely a big help for us.
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.
I think our fiscal team who handles the ROI would say that it has had a negative impact just because a lot of stuff is a la carte and we weren't aware of that before we went into a business relationship with Paycom. So I think it's had a negative impact.
