TrustRadius
Manage your credit card receipts effortlessly
https://www.trustradius.com/expense-managementTallieUnspecified8.615101
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Updated October 15, 2019

Manage your credit card receipts effortlessly

Score 10 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with Tallie

Tallie is being used for the management of all credit card receipts throughout the organization. Once entered in Tallie, the credit card data is uploaded into our accounting software, Acumatica, for tracking in our financials. All copies of credit card receipts are kept in Tallie, which makes it convenient during the yearly audit.
  • 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).
  • Relatively inexpensive.
  • Suitable for smaller companies.
  • Good customer service, and it's user-friendly.
The ability to electronically upload Tallie information into Acumatica saves time and increases accuracy. They have great customer service, which helped with the implementation process. It's also low cost comparing to other available products, which is very important for smaller companies with a narrow profit margin.
Very friendly customer service. They made the implementation process as easy as possible. I couldn't have asked for better support. They actually worked with the Acumatica support team to help with the upload of data from one system to the other.

Do you think Tallie delivers good value for the price?

Yes

Are you happy with Tallie's feature set?

Yes

Did Tallie live up to sales and marketing promises?

Yes

Did implementation of Tallie go as expected?

Yes

Would you buy Tallie again?

Yes

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.