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 The Stampli tech is very good in processing our transactions and linking to our accounting system. And even for any pain points encountered, we have worked with their tech and customer rep teams (specifically [...]) to promptly resolve the matter in a seamless and pain free way (unlike our previous invoice processing provider).
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 Learning - Billy the bot learns much quicker than our previous OCR. Global lookup - we have multiple entities which creates a challenge for finding invoices entered in the wrong place. Stampli has removed this issue. Maximizing manpower - reduces the need for more personnel. 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 Only 1 template for vendor onboarding--we have multiple vendor "types" that would benefit from having tailored invites to the vendor portal The software doesn't locate invoice details (such as invoice total) after the 1st page Invoice discrepancy reporting could be easier and more robust Read full review Likelihood to Renew I cannot imagine going back to pre-Stampli processes. Our jobs in the Accounting department (not just AP) have all become more engaging because we've cut out so much mindless, non-value added work: data entry, signing checks, stuffing envelopes, stamping envelopes, etc.
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 A lot of checks and balances in the system that are an accountant's dream - just takes some time to understand the new process to get up to speed.
Read full review Reliability and Availability Never an issue with downtime
Read full review Performance 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 We have a dedicated rep (who was also our implementation rep--they stay with you after implementation) who we can email whenever needed and meet with every quarter. There is a chat option within the software that gets responded to by a real person within minutes.
Read full review Online Training Excellent documentation, step-by-step instructions
Read full review Implementation Rating We lost an AP employee right as we were deciding to implement, so we had to speed up our timeline. We went from signing the contract to fully functional system within 4 weeks. We did not dedicate any more than 4 hours per week during the implementation.
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 Tipalti was not system friendly to what we needed (syncing with NetSuite) and the implementation process was frustrating. We experienced delays and no responses from their team. Stampli has been the complete opposite! It's user friendly, from approvers to coders, reasonably priced, and their team members are responsive, caring, and genuine in getting you set up for success
Read full review Contract Terms and Pricing Model I would not change anything
Read full review Scalability Ease of deployment both domestic and international
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 The best testament to Stampli is that is has decreased DTP (days to process) by over 3 days. It has transformed invoice approval. No invoices are being sent duplicate times for approval by error. Stampli does a great job at identifying duplicate invoices. Read full review ScreenShots