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 Zoho Expense is wonderful when you have a distributed or remote team or workforce that needs to submit expenses reports throughout the month into a single software and approval system. Zoho Expense does make it easy to train, onboard, and use all of the end-user features for submitting and generating expense reports.
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 The program will notify users if they have entered a duplicate charge. Once the end-users understood that receipts were mandatory, attaching those receipts has become second-nature. The app makes it very easy to do so. 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 Could have more default options. Instead of making my users select payment method, allow us to default it to one of the options. More room for customization by department. My service department needs different categories of expenses then my sales department. 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 Probably the easiest Zoho Application to setup, which is to say quite easy. No user has complained about it being difficult. Admin staff like it as well.
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 only reason I give Zoho a 9 is because of the issue with the Chart of Accounts skewing every time I export/import. I believe this is due to the fact that I use sub-accounts and Zoho cannot differentiate. Still hoping. :)
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've used Concur in the past for managing and submitting expenses. When comparing what I know about Zoho to Concur, Zoho seems to be a more simplified tool focused on simply managing expenses, inputting, tracking, submitting and getting reimbursed. Based on what I know, Zoho gets the job done with no frills.
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 We have had some issues with the credit card reconciliation process which has made our monthly accounting / close process. This has been a negative Positive ROI is that team members spend less time on expense reports due to the ease of reporting Positive ROI is that substantial training and onboarding is not needed due to the features and simplicity. Read full review ScreenShots