Overview
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…
Tallie Ho! It's a software review
TrustRadius Insights
Mileage reporting made easy!!!
Back to traveling means back to expense reimbursement
Helping Users Made Easy
A time-saving expense reporting system
Tallie is the most Turn-key Option for expenses
Works with QuickBooks Pro Desktop like a dream!
Easy to use
A Marketeer that uses Tallie!
Quick, convenient, reliable expense reporting.
Manage your credit card receipts effortlessly
Tallie is the Simple Solution to Manage Reciepts
Tallie, Saving Headaches and Ensuring Faster Reimbursement
User-friendly expense management
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Pricing
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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- No setup fee
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Alternatives Pricing
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 Video
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Emburse Tallie Technical Details
Operating Systems | Unspecified |
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Mobile Application | No |
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(31)Community Insights
- Business Problems Solved
- Pros
- Cons
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.
Attribute Ratings
Reviews
(1-17 of 17)In my opinion, Avoid Doing Expense Reports on Emburse Tallie
- 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
Tallie Ho! It's a software review
- 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 (?)
Mileage reporting made easy!!!
- 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.
- 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.
Helping Users Made Easy
- 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.
A time-saving expense reporting system
- 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.
Tallie is the most Turn-key Option for expenses
- Ease of Use
- Mobile App
- Expense Report Submission
- Eats phone battery
- Hard to track post-submission
- Some strange expense categories
Works with QuickBooks Pro Desktop like a dream!
- 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.
Easy to use
- 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.
A Marketeer that uses Tallie!
- 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.
Quick, convenient, reliable expense reporting.
- 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).
Manage your credit card receipts effortlessly
- 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.
Tallie is the Simple Solution to Manage Reciepts
- 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 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.
User-friendly expense management
- Expense report categories.
- Mobile app accessibility on the go.
- User-Friendly.
- Bank connections to import transactions.
- User management.
- NetSuite integration.
Tally my Vote for... Tallie!
- 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
Robust & Straightforward Expense Management.
- 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.