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 website often crashes as I’m saving an expense and comes up with an error, logging me out. It can be very annoying! It’s really easy to use though and is simple when adding receipts for each expense (easier by phone than website however). After you’ve submitted an expense, the way they show up is strange and they are no longer all under on claim and instead, appear separately which makes it confusing when trying to refer to individual expenses
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 imports credit card transactions from our corporate card program without issue allows for easy set up of new users is a very intuitive, easy to learn tool has a very responsive support and customer service team Set up and configuration was thorough, and they were able to work through our unique issues, such as custom segments in NetSuite. It is a very inexpensive product. Well worth the cost. 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 Expense claim feature when it comes to travel and when we have to create in terms of KMS driven it should auto-capture the dates. This can be improved and there is the scope for improvement. More tabs can be provided in petty cash expense so you need not type. Read full review Likelihood to Renew There doesn't seem to be anything in the market at the same price point that is better, however if there is an interrupter in the market that provides better value, then we would heavily assess the cost of change to see if we should move on to the alternative offering.
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 It is easy to manage users, account creation and departments. The reports have important information and for my users and accountants it has been an easy assimilation tool for people of different ages.Which makes it easy for older users to train new users. It is a great tool and has helped us a lot.
Read full review Reliability and Availability There was an unexpected system issue that caused us to have to postpone a user training session at the last minute. Our Webexpenses trainer was not aware that it was going to occur.
Read full review Performance The performance is great. Pages and reports load quickly. The data export/import from Webexpenses to our financial software, ACS, is not user friendly, mainly due to ACS import steps
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 The support for the initial setup was great, but since then we have only had to contact support once when we had problems uploading credit card files. The help we received at this time was not good and we ended up trying various things until we resolved the problem ourselves. The online support tutorials are good, but searching for a specific issue is difficult.
Read full review In-Person Training All went well.
Read full review Online Training Our trainer spoke very quickly and went through the training material quickly. Since this process was new to us, we missed some important information. We would have benefitted from further training with report generation as well. She did provide a recording of the training, but again, she went through the material very quickly.
Read full review Implementation Rating As long as you have people that are fully aware of the setup steps to get users into the software then I would see no issues arising for any company.
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 I would have to say that Webexpenses does not stack up well in comparison to
Expensify . If given a choice, I would choose
Expensify for the best user experience and mobile / desktop being more seamless. It accomplishes the same thing but has a more modern, minimal, and streamlined feel to it.
Read full review Scalability because as the business has grown to has the user base
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 Previously you would have to manually scan expenses using a photocopier and have them signed and then put them in an envelope! Big time saving so Consultants can focus on selling. Accounts departments require less capacity as its all automated. Good tracking of expenses through the dashboard for managers. Read full review ScreenShots