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.
Read full review I'm not sure how Shoeboxed can be used in a large organization, but for our small business, it is perfect. I'm the only one who deals with our finances and works with our accountant and for that Shoeboxed is simply my lifesaver and worth so much more for not just all the time it saves me but all the worries and headaches too.
Rachel Walter Partner at Bootstrap Brands / Co-Founder of HappyWax.com
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 Hassle free ways to submit (mobile, snail mail, etc.) with virtually no workload for us Digitalizing business cards to facilitate contact management Categorizing of receipts to make them searchable 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 I had some issues with the mobile app in the past - where it crashes or gets stuck uploading. I think they fixed most of that, however, I transitioned to simply mailing my documents off to them. Rachel Walter Partner at Bootstrap Brands / Co-Founder of HappyWax.com
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 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 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 We felt we got more customized support through Shoeboxed and pricing was competitive.
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 It saves me, I would say, at least 2-3 hours each week We probably generate 'better' tax returns - more deductions and save on our accountant in the process, since they have everything perfectly prepped Rachel Walter Partner at Bootstrap Brands / Co-Founder of HappyWax.com
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