Likelihood to Recommend 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.
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Ramp is great if you want to automate your expenses process. Ramp immediately responds when I (or someone on my behalf) make(s) purchase and I can easily pass receipts and notes live. No more searching for "stuff"!! I spend more time on my job and not worrying about chasing things down or forgetting what was purchased. I charge, I send notes, and I'm done. It's so easy!!! It's incredibly helpful to be able to instantly spin up a virtual card for employees on the go or who have planned expenses. It gets you away from a delayed reimbursement to remote employees and having expenses coded by the employees shortly after they make their purchases.
Read full review Pros 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 Ramp Business Corporation
You can forward your receipts to receipts@ramp.com and it will auto-approve. You can easily reverse charges if an employee accidentally places a charge on their work card. You can send employees physical Ramp cards. You can create as many virtual cards as needed. Read full review Cons 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 Ramp Business Corporation
More flexible spend rule requirements that align with the $75 IRS compliance rule for food/travel purchases. Our organization has a $25 compliance threshold for food and travel. It would be helpful if Ramp provided the ability to customize this type of spending requirement for particular categories with respect to receipt requirements. A little more support in implementing a two-entity environment. Increased heads-up on : auto approval of credit card returns. 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
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Support Rating 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.
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Alternatives Considered 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.
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We moved to Ramp from
Expensify at our accountant's advice. We went with her advice due to ease of use, ease of Quickbooks sync, ability to send reminders with one click, and more. We are very happy with the decision to switch to Ramp.
Read full review Return on Investment 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 Ramp Business Corporation
It has given us the ability to make informed decisions for controlling costs. Increased oversight (mandatory rules) impacts people to be more mindful when spending funds. Setting static limits on cards and being able to monitor with a click of a button. Read full review ScreenShots