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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 Webexpenses?

Webexpenses is a global provider of online expense management software to businesses of all sizes across 70+ countries. The software is used across all industries, including retail, finance, technology, construction, and not for profit. Features of the Webexpenses desktop and mobile app include…

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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)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

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)
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Score 7 out of 10
Vetted Review
Verified User
Incentivized
Works fine for expense management with link to another system for payment. Doesn't function like Concur where it's all self-contained, but also doesn't cost nearly as much to implement or maintain. Imports work well as long as everything has been set up properly ahead of time. It is particularly ill-suited for searching for vendor detail, etc. For example, I can't search for how much I've spent with Southwest Airlines.
Jeremy Stephens | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
As travel begins to pick back up, Tallie makes it easy to photograph those restaurant receipts directly into the app. The meals are also classified to the category correctly most of the time as Tallie recognizes some of the vendors. It also classifies those hotel expenses to lodging when we use regular vendors; one less click/search.
Tanya Kozo | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
ResellerIncentivized
Tallie is great for companies or outsourced accounting teams who are heavily involved with helping users upload receipts or code changes to the correct G/L Account groups or dimensions. Tallie allows for you to set up specific Expense options that are easier for users to chose what charges are for that are mapped to G/L Account groups in the background which allows for more accurate accounting. However, if your accounting books are using other dimensions like departments or projects the more complex the set up the more help a user might need, so it's nice how easy it is to drop into an account to help finish the more complex coding for users prior to them being submitted for approval.
John Watson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I have worked 25+ years in the SME biotech sector and I have used many such expense reporting systems. Most have been a complete pain to use and have been very time-consuming to process expenses. In my experience, Tallie has been by far the best. Its simplicity is key, it does just what it needs to do an does it efficiently without over complicating the process. It is very easy and logical to use. I can't think of a situation where this wouldn't be appropriate to use.
Scotty Hunt | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Tallie is well suited in pretty much any situation that involves an employee who has to use their own funds to support some sort of business trip. Whether that be food, travel, rental cars, hotel/AirBnB lodgings, Tallie makes sure that the employee gets their money back from the company in an organized fashion.
Paula Bledsoe | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
October 22, 2019

Easy to use

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Tallie is very easy for anyone to record expenses in real-time, which is ideal to reduce friction in completing expense reports. As a sales rep, my expense reports have always been a pain and something I dreaded and procrastinated to complete my entire career. Usually, they have been done on Excel sheets and involve scanning receipts with handwritten notes. Tallie makes expense reports so easy to do and you can interchangeably update via mobile or website which helps me complete them on time, which results in getting reimbursed quickly.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Tallie is well suited for those that utilize Bill.com or another of its compatible integrations. Small businesses to medium-sized corporations can (fairly quickly) leverage Tallie.

Tallie would be less appropriate for organizations that already lean heavily on Salesforce, NetSuite, or Workday -- Concur or Expensify might be more suitable options.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
1) It's well suited for companies that use credit cards on a regular basis and need to track their expenses closely because of external requirements.
2) It centralizes all credit card transactions in one location, which is accessible to all agency employees.
3) Electronic data versus paper receipts.
4) Increases accounting efficiencies.
5) Organizes data.
Christine Austin | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Tallie was a great way to get everyone on board with managing their receipts and expenses and make it easier for folks internally to close the books out for each month. For the users, it was an intuitive platform that made it clear on how to get your receipt uploaded and submitted.
Danielle Armour | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Aaron Davidson | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
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