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Emburse Tallie

Emburse Tallie

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…

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Recent Reviews

TrustRadius Insights

Tallie, an expense management software, offers a range of use cases that cater to the needs of various departments and organizations. With …
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Easy to use

10 out of 10
October 22, 2019
Incentivized
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 …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Pricing

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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…

Entry-level set up fee?

  • No setup fee

Offerings

  • 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 Paylocity?

Paylocity provides 24/7 access to your online payroll and human resource data management. Paylocity offers highly customizable payroll functionality, as well as HR, benefits administration, and time and talent management programs.

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Product Details

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.

Emburse Tallie Video

Tallie: Powerfully Simple Expense Reporting Software

Emburse Tallie Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

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.

Emburse Abacus, Emburse Nexonia, and Emburse Certify are common alternatives for Emburse Tallie.

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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Comparisons

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Reviews and Ratings

(31)
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Attribute Ratings

Reviews

(1-17 of 17)
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Score 2 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • 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 (?)
Jeremy Stephens | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Tanya Kozo | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
ResellerIncentivized
  • 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.
Paula Bledsoe | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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

Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Nick Bennett | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
  • Lack of Uber, Salesforce, NetSuite, and/or Workday integration (at least that I am aware of). This is specific to each organization but given the large marketshare of those tools, it should be a given to have heavy integration (example: Expensify).
  • 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).
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
  • Better compatibility with lower-end accounting software, such as QuickBooks -- it's more difficult with products such as Acumatica (i.e credit card picture does not migrate to Acumatica).
Christine Austin | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Danielle Armour | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Aaron Davidson | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
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