In my opinion, Avoid Doing Expense Reports on Emburse Tallie
I have used Emburse Tallie for a couple of years and dread using it each month. I miss the software that our company used to use and even …
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What is Emburse Tallie?
Tallie is an expense reporting tool that integrates with other billing or accounting platforms (e.g. bill.com, Quickbooks, etc.) to present an expense management solution. It was supported by Certify since the 2017 merger with that company and Nexonia under the…
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What is Emburse Tallie?
Tallie is an expense reporting tool that integrates with other billing or accounting platforms (e.g. bill.com, Quickbooks, etc.) to present an expense management solution. It was supported by Certify since the 2017 merger with that company and Nexonia under the new company Certify Travel and…
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What is Expensify?
Expensify automates the entire spend management process. Scan receipts, track mileage, submit and approve expenses, manage corporate cards, reimburse employees, pay bills, send invoices, and book travel. Built for individuals and companies of all sizes, anywhere in the world.
What is SAP Concur?
SAP Concur is a SaaS expense report management product, and handles corporate travel booking, expense report automation, reimbursement, audit, and business intelligence, and corporate card integration.
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What is Emburse Tallie?
Emburse Tallie is a mobile and online expense management tool built with smaller businesses in mind. Tallie states small businesses deserve expense software that is easy to use, takes limited time out of the workday to manage, eliminates accounting mistakes and can be implemented rapidly. Tallie is part of Emburse, a provider of expense management and AP automation solutions, boasting more than 4.5 million users in more than 120 countries.
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Tallie: Powerfully Simple Expense Reporting Software
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Emburse Tallie Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
Frequently Asked Questions
Tallie is an expense reporting tool that integrates with other billing or accounting platforms (e.g. bill.com, Quickbooks, etc.) to present an expense management solution. It was supported by Certify since the 2017 merger with that company and Nexonia under the new company Certify Travel and Expense, and is now from Emburse, the company formed from the merger of Certify and Chrome River Technologies in March 2019.
Reviewers rate Support Rating highest, with a score of 9.7.
The most common users of Emburse Tallie are from Mid-sized Companies (51-1,000 employees).
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Tallie, an expense management software, offers a range of use cases that cater to the needs of various departments and organizations. With its user-friendly website design, users find it easy to navigate and manage their receipts efficiently. The implementation of Tallie has streamlined the reimbursement process, eliminating the need for a time-consuming and outdated system. Users appreciate the convenience of taking photos of receipts when they receive them, as it eliminates the need to wait and scan them later. This feature aids in prompt refunds for various activities such as personal expenses, mileage, and company credit card spending.
Tallie is particularly valuable for roles that involve frequent business travel, as it removes the financial burden of using personal funds. It is widely used across organizations to keep accurate track of reimbursable expenses. Moreover, Tallie's integration with corporate cards and personal payment methods provides seamless reimbursements. The software facilitates expense report submission and offers strong controls through permission-based roles and approval workflows. From managing credit card receipts throughout the organization to logging expenses for the sales department, Tallie proves to be a versatile tool that addresses common pain points such as lost receipts and manual data entry. Overall, Tallie's features make it an invaluable asset in optimizing expense management processes for businesses of all sizes.
Functional Receipt Uploading: Several users have found Tallie to be a functional app for uploading receipts and providing details of charges. This feature has been particularly helpful for keeping track of expenses, according to multiple reviewers.
Masquerading Abilities for Admin Users: The masquerading abilities in Tallie have been appreciated by users, allowing admin users to easily switch between different users and perform tasks on their behalf. This functionality has been mentioned positively by several reviewers.
Overview Dashboard: The overview dashboard provided by Tallie has been highly valued by users as it helps them stay up to date on where transactions are in the process. Multiple reviewers have mentioned that this feature allows for better transparency and efficiency in managing expenses.
Credit Card Connections: Some users have expressed that the credit card connections with providers need improvement, as they often experience issues with keeping the connections running properly or find it difficult for the admin to reset paused connections.
Receipt Image Capture: Several reviewers have mentioned that capturing information directly from the receipt image rarely works completely, resulting in the need to manually add some data. They suggest improving this feature to enhance accuracy and efficiency.
User Interface: A number of users find the user interface of Tallie outdated and in need of significant improvement. They feel that certain expense categories are strange and that the overall workflow could be made easier.
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Reviews
(1-17 of 17)Companies can't remove reviews or game the system. Here's why
February 19, 2024
In my opinion, Avoid Doing Expense Reports on Emburse Tallie
I have used Emburse Tallie for a couple of years and dread using it each month. I miss the software that our company used to use and even miss old Excel expense reports compared to Emburse Tallie.
In my experience, it is next to impossible to upload new cards to port expenses over to Emburse Tallie.
I don't like giving poor reviews unless they are deserved and I think this one is deserved.
In my experience, it is next to impossible to upload new cards to port expenses over to Emburse Tallie.
I don't like giving poor reviews unless they are deserved and I think this one is deserved.
- Imports from cell phone app
- In my experience, Frustrating users
- In my experience, Importing new credit cards is incredibly hard
- In my experience, Getting real time help
- In my experience, Importing expenses and routing them to the correct report
December 28, 2023
Tallie Ho! It's a software review
Primarily used for corporate credit card reporting and receipts management. Links to bill.com for export to accounting and payment of personal expenses.
- Easy end user experience
- Imports from bank credit card system
- Analytics reporting helps stay on top of users
- 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 (?)
July 29, 2021
Mileage reporting made easy!!!
On a day to day basis I [use] Emburse Tallie for mileage expense reports. It has made it very simple to input a [submission] to my manager. All I have to do is submit the start address and the end address and it picks it up automatically. It makes it super easy to submit to my manager for approval. I have not needed to use it for other expenses, but just by looking at it I do not think it will be a problem at all if the need should arise.
- Easy address input
- Calculates mileage for you
- Organizes it in an easy to read manner
- Sometimes(not often) the mileage shows up differently for trips to the same location I have done before.
Tallie is used by our whole company. It originally was implemented to streamline our travel expenses. Taking a photo of the receipt when you get it is so much easier than taping, scanning, and uploading back at the office after the trip. And forwarding PDF emailed receipts means I don't have to download those either. Finance is happy having receipts; managers are happy they have documentation; staff is happy they get reimbursed quicker.
- Allow capture of receipt image.
- Email receipts too.
- Paperless reimbursement.
- Project code interface timing, but that's likely more on our end. My codes aren't always available right away.
- The merchant isn't always recognized on the email you forward.
July 21, 2021
Helping Users Made Easy
We use Tallie within out outsourced accounting department to assist clients with their credit card management needs. The design of Tallie's website not only helps users easily navigate and manage their receipts but as support for those users it's easy to drop in as a user and either help with troubleshooting or complete a task for them.
- Functional App for users to upload receipts and provide details of the charge
- Masquerading abilities for admin users to drop in as a user
- Overview dashboard to keep up to date on where transactions are in the process
- Credit Card connections with providers could use some work to either aid in keeping connections running properly or making it easy for Admin to reset the connections that have paused.
- A good feature add would be the ability to transfer imported charges to another account. You currently can transfer receipts to another account, but for smaller credit card companies that come in as one card but actually are from multiple cardholders, it'd be easier to be able to send charges to the actual card holder's account.
February 17, 2020
A time-saving expense reporting system
Tallie is our online resource for processing travel expenses across the whole company. The nature of our business means that most of us are traveling on a regular basis generating a large number of receipts either for personal expenses, mileage in our cars and spending on our company credit cards. Tallie processes all those activities and ensures refunds are made promptly.
- The mileage calculator is simple and accurate.
- Capturing images of receipts is easy.
- Capturing info directly from the receipt image rarely works completely and some data is usually added manually.
- No other issues with it.
October 24, 2019
Tallie is the most Turn-key Option for expenses
Tallie is being used organization-wide for keeping accurate track of reimbursable expenses. It is critical to any role that travels outside of home base in order to conduct business. It addresses the business problems of removing the financial burden that some employees face when needing to travel for business while using personal funds to cover upfront costs.
- Ease of Use
- Mobile App
- Expense Report Submission
- Eats phone battery
- Hard to track post-submission
- Some strange expense categories
October 22, 2019
Works with QuickBooks Pro Desktop like a dream!
The construction company I work for is using Tallie to manage their AMEX corporate account and reimburse employees for monies spent on job related items. It allows me to collect receipts and match them to the purchases they make using their American Express.
- Tallie has an app that allows easy upload of receipts to the cloud.
- Has the ability to categorize spending to Jobs, Items and Class in QuickBooks syncing.
- Notifies me, the bookkeeper, via email of completed expense reports by the user.
- Tallie could improve the rate at which the charges download from American Express. A daily update would be more time efficient.
- Tallie could improve the editing of the Expense Categories and how you assign them to expenses and items.
October 22, 2019
Easy to use
Tallie is being across the entire organization (as far as I know) to manage expense reports. Specifically, I am using as a member of the sales department to log expenses.
- Mobile App
- Photo Receipts
- Mileage estimates
- Real-time updates on the web app and mobile app.
- Ease of use/user interface
- I have not encountered anything that needs improved in my daily use.
- Occasionally company names will not auto populate from scanning a receipt but that is not important.
October 22, 2019
A Marketeer that uses Tallie!
This is the first time I have used Tallie. The whole company uses it for their expense reports and on top of that Marketing Team (my team) uses it for field marketing events and other expenses that come up for our marketing events.
- I love how simple it is, and the UI is smooth.
- Easy to attach receipts and details via the mobile app, which isn't always the case.
- Enjoy seeing the flow of where my reports are in the approval process.
- Sometimes, I wish that on the desktop version that it was easier to give reports names. Sometimes it doesn't save, and when uploading receipts the program starts on a new report.
October 18, 2019
Quick, convenient, reliable expense reporting.
Tallie is used across our organization as the sole expense reporting tool. All business expenses (travel, supplies, etc.) outside of large POs are facilitated by Tallie. Tallie's app addresses:
- Issues with recollection of old expenses, lost receipts, and the need to manually input all transaction information (the app reviews the submitted file for important details like the amount, vendor, date, etc.).
- Easy integration with corporate cards and/or personal payment methods for reimbursement (we utilize Bill.com)
- 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.
- I am unable to find a way to view historical expense submissions via the app. Looking up previous, paid-out expenses requires accessing your Tallie account via web browser.
- While the extrapolation of transaction data from receipt images is generally great, when it fails to accurately do so the app feels a bit clunky (on Android).
October 15, 2019
Manage your credit card receipts effortlessly
Tallie is being used for the management of all credit card receipts throughout the organization. Once entered in Tallie, the credit card data is uploaded into our accounting software, Acumatica, for tracking in our financials. All copies of credit card receipts are kept in Tallie, which makes it convenient during the yearly audit.
- It's a convenient app that can be downloaded for free by our staff.
- It provides electronic pictures of the receipts.
- One depository for all credit card transactions.
- Ease of use.
- Good reporting capabilities, so our organization can easily track its expenses by category, time frame, etc.
- Reporting is somewhat too basic.
- Separating expenses by categories is time-consuming.
October 10, 2019
Tallie is the Simple Solution to Manage Reciepts
We used Tallie to enable anyone within our organization to upload their receipts from purchases they made so we had a running record of what people purchased, whether or not they had a credit card. We'd later compared this information to the credit card statements to check for anything that might have been fraudulent.
- Very intuitive - liked how it was convenient to use when uploading receipts and liked how it would attempt to figure out what was on it so it could pre populate the required fields.
- The ability to add multiple categories and subcategories for where your purchase falls in the organization was super helpful when keeping organized.
- Mobile app to upload receipts on the fly has helped increase the amount of folks remembering to submit their receipts.
- Receipt AI for analyzing the paper would sometimes either take too long, or freeze the window up, causing me to either wait, or come back later.
- Probably a more ideal solution for smaller to medium-sized teams - I see this getting too tedious for larger companies to manage.
- Can't do reimbursements within the app - instead you need to connect another platform and control everything related this doing that within there.
Tallie is being used by our entire organization in the form of reimbursements. In the past, we had a very archaic system for reimbursements. The staff would spend time taking photos of receipts, uploading those photos to a specific folder, filling out an excel spreadsheet with their expenses and then getting those expenses approved. The entire process would be completed and then it would take up to 2-4 weeks for the check to arrive for your reimbursement. It has solved staff time being wasted on this long process and the money being reimbursed quicker.
- Tallie is able to be explained very well. When our finance department brought this to our organization, they were able to explain the entire process of Tallie within 20 minutes! Our organization put Tallie in place the next day and we were processing reimbursements in a quicker and easier way.
- Tallie is able to place your receipts in specific reports that pertain to each work function you need to be reimbursed. If you have multiple coding across a few work functions, Tallie organizes them in a way that is easily understood by not only the individual approving but by the financial team as well.
- Tallie gives you the option to have an app on your phone that automatically uploads photos into the system. The app is so easy to use and allows you to not have to keep track of all your receipts from a work function.
- Tallie lets you add a credit card to the app/website so that it automatically tracks expenses.
- Tallie suggests it is able to read receipts and place them into the correct category, but I find myself updating these sections each time I upload a receipt. The system should be updated to read multiple receipts.
- Tallie sometimes rejects photos if they are not specific enough. This can be frustrating since it is sometimes difficult to upload receipts quickly while on the road. However, this rejection is not a common occurrence.
- More often then not, Tallie's emails go to my junk folder. Tallie should work on their spam count for Outlook.
April 25, 2019
User-friendly expense management
We use Tallie to track reimbursable expenses and manage corporate credit card reports. This application is used across the entire company for employees to file travel and entertainment expenses, as well as reimbursement for certain employee benefits we offer. It is administrated by myself (the office/operations manager) as well as our controller.
- Expense report categories.
- Mobile app accessibility on the go.
- User-Friendly.
- Bank connections to import transactions.
- User management.
- NetSuite integration.
December 14, 2018
Tally my Vote for... Tallie!
I've used Tallie to address corporate card and expense reporting issues for a multitude of our clients. It can streamline the expense report submission process, while integrating strong controls via permission-based roles and detailed approval workflows. The OCR makes it easy for our clients' employees to take pictures of their receipts to immediately begin the expense report process, in real-time.
- GPS Enabled mileage takes the guesswork out of the approval process
- OCR technology reduces human error mistakes during expense report process
- Cloud based architecture allows our clients to submit expense reports and backup from anywhere in the world
- Setup fee can be higher than market average
- Setup can be difficult if not working with an experienced implementer
- Moderate learning curve for new users
November 23, 2018
Robust & Straightforward Expense Management.
Tallie is being used for expense management for our whole organization. We are a parent company split into 4 sub-groups so it's quite a task to manage where each expense is allocated.
- It allows the admins to allocate the expenses to the appropriate account.
- It allows customization of individual departments/categories.
- Company credit cards allow importing and matching of transactions
- UI is outdated
- Easier "new expense" workflow
- Seriously, though. UI needs help the most.