Robust & Straightforward Expense Management.
November 23, 2018

Robust & Straightforward Expense Management.

Aaron Davidson | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Tallie

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  • UI is outdated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.
  • 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 and NetSuite just had modules for expenses.

Expensify was prettier, but not as robust.
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.