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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 is now supported by Certify since the 2017 merger with that company and Nexonia under the new company Certify Travel and Expense.https://dudodiprj2sv7.cloudfront.net/product-logos/uQ/FW/WD9JCJS5QQJW.pngRobust & 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 Company credit cards allow importing and matching of transactions,UI is outdated Easier "new expense" workflow Seriously, though.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.,7,We just started implementing this platform a couple months ago and the impact is already being felt in productivity of our accounting team. The ease of adding every employee across 4 different companies was simple and easy. Transition is always hard - best bite the bullet.,Xero, Expensify and NetSuite,Outreach, Frontify, Mindflash, RecruiterboxTally 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,9,Tallie has allowed us to better control and forecast our cash flow, since we can faster process expense reports For our billable employees, we have more accurately billed our customers, since we have better insight into travel expenses We estimate we now save 10ish hours per month on the entire expense reporting and reimbursement process,Concur Travel and Expense,Sage Intacct, FloQast, ExpensifyWorks 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.,9,Tallie has cut back on the time it takes me to collect receipts from all the users and scan them in, match to statement, etc. Huge time saver!!,Expensify,Hubdoc, TSheets, QuickBooks Online, QuickBooks Pro, Bill.com,No,10,Yes
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Tallie
7 Ratings
Score 8.2 out of 101
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Tallie Reviews

Tallie
7 Ratings
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Score 8.2 out of 101
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Reviews (1-3 of 3)
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Aaron Davidson profile photo
November 23, 2018

Tallie Review: "Robust & Straightforward Expense Management."

Score 7 out of 10
Vetted Review
Verified User
Review Source
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.
This system is great for large organizations or a multi-faceted organization with a need to differentiate between different business segments. In companies that are looking for a more modern or streamlined approach to expense management, the tool would probably be better skipped until a need for a robust solution is at hand.
Read Aaron Davidson's full review
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December 14, 2018

User Review: "Tally my Vote for... Tallie!"

Score 9 out of 10
Vetted Review
Verified User
Review Source
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
Tallie would be a good fit for any mid-market or large company, as the product can be easily scaled out to larger organizations. It's an ideal fit for companies whose employees are frequently traveling. It may not be a good fit for a company not using a cloud-based ERP or Accounting system, as that would entail additional manual processes to properly move data.
Read this authenticated review
Paula Bledsoe profile photo
October 24, 2017

Tallie Review: "Works with QuickBooks Pro Desktop like a dream!"

Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Tallie is a great solution for people using Quickbooks Desktop. The set-up is a bit difficult, but once it is customized to your needs, it does a great job. I haven't used it with QBO so I'm not sure of the ease of use with that accounting software.
Read Paula Bledsoe's full review

About 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 is now supported by Certify since the 2017 merger with that company and Nexonia under the new company Certify Travel and Expense.
Categories:  Expense Management

Tallie Technical Details

Operating Systems: Unspecified
Mobile Application:No