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…
The following is a quick overview of editions offered by other software in similar categories
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 … 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 … actually are from multiple cardholders, it'd be eas…
Significant time (and therefore cost) saving for travelling employees. Keeps a central record of expenses for auditing
Tallie could improve the rate at which the charges download from American Express. A daily update would be more time efficient
integrations (specifically for corporations). Furthermore, Expensify has lower-cost options (per user), but I find that there's a trade off with Tallie's exceptional
customer service, which helped with the implementation process. It's also low cost comparing to other available products, which is very important for smaller
Setup fee can be higher than market average Setup can be difficult if not working with
