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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Paylocity
Score8.1 out of 10
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Paylocity provides 24/7 access to your online payroll and human resource data management. Paylocity offers highly customizable payroll functionality, as well as HR, benefits administration, and time and talent management programs.
The two companies are similar. I feel like Paycor lets me have a little more access to admin level things so I can just do it and get on with my life instead of waiting around for support to complete a task like adding a state.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Consistent and ongoing issues with time and labor, payroll, benefits, and a lack of care and sense of urgency from the account manager and Paylocity staff in general when issues do arise. Every time an issue is fixed within the system, it seems that something else then begins to malfunction. 2026 specifically, there have been numerous issues with the time-off feature for both the employees and the HR Team.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
When I need assistance, calling the help line is easy, and most of the time there isn't a long wait. Also, they can and do call back if necessary. I have had Zoom meetings to address issues that required more than just a phone call.
Tracking taxes and filing reports is truly important to us so that we file in a timely manner and avoid penalties and interest. We incurred many penalties when we were using QuickBooks.
Keeping track of employee documents such as I-9 forms along with visas, work authorizations, resident cards, driver's licenses, and certifications is easy and in one location.
With Paylocity, we can easily see who filled out applications. Previously, we used paper applications, which were more manual and involved looking through actual paperwork. This was hard to manage.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
The system is easy to use. I love the knowledge base system offered, I can answer many of my questions by looking here first before calling in. If i do have to call in to the help desk, everyone seems to be super knowledgably about the Paylocity Product and if they are unable to assist, which rarely happens, they will escalate my call to the next level of assistance
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I would say that these 2 factors are the biggest contributors to the rating that I have given. The app is still buggy; I gave up on it after not being able to clock in 3 times. Also, the Firefox unavailability. I had to give up the Firefox browser in order for me to sign my contract and use Paylocity. If they are able to address those 2 issues then it should be a perfect 10.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Over the last 3 years, we've only had one major service issue that rendered Airbase unusable for us for about 24 hours. That said, they navigated the SVB bank crisis very well and made sure funds were available during that time.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
We had some minor hiccups throughout the year but they have all been fixable. Paylocity integrates well with our 401k provider, Principal, and our benefits, OneDigital. It makes it simple to house everything and have it all connected. It doesn't slow anything down to have Principal integrated. It makes it more efficient
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I have contacted support on several occasions, mostly for assistance with voiding a check and running an off-cycle payroll. The account managers and support team were all very knowledgeable and helpful. They provided great insight and clarity in answering my questions and helping me navigate these processes. I learn something new and helpful each time I speak with them! On a separate note, we have reported technical issues regarding several Paylocity onboarding tasks since this past year. We have reached out several times regarding these issues, but are still waiting for a resolution. It seems sometimes that technical concerns are reported, with no proper solution or follow-up.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I didn't have in-person training, but I'm sure it was just as great as any other training/assistance Paylocity provides. Paylocity customer service is always available. You never have to be on hold and their answers are always accurate and timely. Documents in the help section are helpful as well. My in-person training was conducted y one of our employees who was involved in the initial set-up and training of all employees. She was excellent.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
It was virtually, click orange button in top right corner, click run report, hit submit. The training was minimal at best. I did not know what I was doing, so I just wrote down the steps, so when they steps failed I had no idea what to do, where I was in the process, What the terms mean or where to find them. When I had questions it was always the same answers, no understanding for WHAT I was doing when I hit the orange button.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Implementation was a bit bumpy and Paylocity team not always available for next steps and/or questions. I feel like Paylocity could have done a better job in their fact finding as far as what we were currently doing, our payroll policies and needs, etc. so that we would have run into less issues as we moved forward.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We switched from QuickBooks because Paylocity offers more than just payroll. It combines payroll, time tracking, HR, benefits, and employee self-service in one system. This has helped us reduce manual work, improve reporting, and make payroll more efficient. Overall, Paylocity was a better fit for our company's growth and HR needs.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We have gone from a medium sized company to a larger company with no issues whatsoever with Paylocity being able to keep up or do what we need it to do for the size of our needs. In fact, it does more than we even use at this juncture
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Some are knowledgable others not as much and sometimes instead of helping you fix the issue will just give you some directions and expect you to try to figure it out yourself. Also, when your Account Manager needs to escliate the issue to another group, it can take a long time for them to get to your issue and there's no commuication.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The time savings alone is worth the cost. I went from having to spend 3 - 4 full business days on payroll to about 1.
Being able to look all employee data up in one place is a lifesaver and time saver - even outside of the office if I need to access information quickly it is all just a sign in away.
It has saved significant time and reduced confusion related to onboarding. Everyone is able to see what stage an employee is at, I do not need to worry about employees potentially working for us illegally thanks to eVerify, and I am always assured that all required documentation for regulatory purposes has been obtained prior to employment beginning.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
