TrustRadius
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://media.trustradius.com/product-logos/uQ/FW/WD9JCJS5QQJW.pngTallie, Saving Headaches and Ensuring Faster ReimbursementTallie 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.,8,Tallie allows my finance team to spend so much less time on expense reports. After a large event, we would have 20 employees submitting reimbursements taking many hours of their time. This has cut out that time. Tallie allows me to spend a total of fifteen minutes updating records in a report for reimbursement compared to the two hours I used to spend on our archaic system. Tallie allows direct deposit into your account 2-3 days after your report is approved compared to the weeks it used to take to receive reimbursement.,Google Drive,Asana, Skype, Rallybound, Google DriveUser-friendly expense managementWe 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.,7,Reduces time spent by employees filing reports. Makes business travel receipt tracking easier.,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.,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
11 Ratings
Score 8.2 out of 101
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Tallie Reviews

Tallie
11 Ratings
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Score 8.2 out of 101

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Danielle Armour profile photo
June 17, 2019

Tallie, Saving Headaches and Ensuring Faster Reimbursement

Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
Tallie is suited for organizations across the board. Tallie saves time, headaches, and processes when it comes to reimbursements. Tallie is able to "cut out the middle man" and let individuals quickly and efficiently complete reimbursements. Tallie makes being on the road with work functions easier with their app, which updates expenses in real time. Tallie also keeps all of your past reports of reimbursements in once place if there is ever a discrepancy.
Read Danielle Armour's full review
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April 24, 2019

User-friendly expense management

Score 7 out of 10
Vetted Review
Verified User
Review Source
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.
Tallie works well for reimbursable expenses. It has a mobile app so that employees can keep track of receipts on the go, and has an easy to use approval workflow for managers to review and approve expenses. It also allows us to track corporate card transactions. The NetSuite integration is a little glitchy, as well as the automatic feed between the bank for corp card transactions
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Aaron Davidson profile photo
November 23, 2018

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
No photo available
December 14, 2018

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.
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Paula Bledsoe profile photo
October 24, 2017

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