Tallie vs Botkeeper

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Our analysts compared Tallie vs Botkeeper based on data from our 400+ point analysis of Accounting Software, user reviews and our own crowdsourced data from our free software selection platform.

Tallie Software Tool
Botkeeper Software Tool

Product Basics

Tallie is a mobile and online expense management tool built specifically for smaller businesses. It’s easy-to-use and minimizes the possibility of duplicate entry or manual error. A global provider — it makes the process simpler to navigate.

Integrations seamlessly connect with core accounting systems like Xero, QuickBooks Online, QuickBooks Desktop, Sage Intacct or NetSuite. The vendor partners with bill.com to ensure that sending money goes smoothly. It helps businesses stay ahead while managing funds and reconciling credit cards with rapid receipt scanning, automatic report generation, duplicate de-duping and on-the-go mileage tracking.
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Botkeeper is a bookkeeping automation solution that uses artificial intelligence and machine learning to provide bookkeeping and pre-accounting functions to accounting firms and their clients.

It eliminates duplicate entry and manual errors associated with manual bookkeeping. Its human-assisted artificial intelligence functions help accounting professionals make well-informed decisions with meaningful visualizations and analysis of important financial data.
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$90 Monthly
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Tailored to your specific needs
$155/Entity, Monthly
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Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Accessible: Take a picture of the receipt and upload it via app or email to keep it safe. Use credit cards to reconcile transactions automatically. Populate expense data like merchant, date and amount from the receipt image via OCR. 
  • Better Communication: Keep everyone on the same page with multi-layered approval chains. Allow managers to communicate from one place by annotating reports and sending everyone system-generated reminders. 
  • Simple Implementation: Work with a dedicated team assisting during the switch. Check for duplicate transactions, policy violations and route the expense report to the approver for approval. 
  • Comprehensive View: Gain a holistic perspective of all processes — from expense submission to report to ensure timely processing. 
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  • Easy Deployment: Flexible platform that comes with a wide range of third-party application integrations that streamline deployment.  
  • High Data Security: Ensures data security by applying 256-bit data encryption, ensuring the user’s data is safe during storage and transmission. 
  • Simplified Reporting: Without restricting any data capabilities, it offers unlimited custom reports to give businesses the freedom to track all financial activities.  
  • Extensive Functions: The ScanBot tool lifts financial data directly from receipt photos. Save, view and customize documents with the document manager and generate reports with the report builder. 
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  • Cloud-Based Platform: Access it anytime and anywhere with a stable internet connection. Ensure airtight security and share and collaborate with ease. Reduce paperwork and take better control of financial processes.  
  • Drag-and DropInterface: Provide users with a simple drag-and-drop user interface. Create an expense report with a single click. Check for duplicates and policy validation before report submission. 
  • Report Photo: Take a photo from any Android or iOS mobile phone and generate an expense report. Drag the receipt from the desktop to the browser or forward an email with the HTML content. 
  • Mileage Calculation: Claim mileage reimbursement at the standard IRS rate or the company’s custom rate with the intuitive tool. Dynamically generate a map for visual reference with its mileage tracking feature that comes with GPS. 
  • Automatic Data Population: Generate an expense entry and send it to the account with critical information like merchant date, expense category and dimensional classification by scanning the receipt. 
  • Optical Character Recognition: Run every proof of purchase image through the OCR and scan crucial information to generate a report. Minimize manual entry by automatically scanning receipts. 
  • Category Mapping: Make use of machine learning algorithms to assign categories mapped to chart the accounts. Auto extract the expense category along with the relevant data. 
  • Duplication Detection: Compare every new expense with the previous ones to ensure there’s no duplicate entry. Reduce the risk of data error and boost productivity. 
  • Credit Card Reconciliation: Group transactions into expense reports to reconcile a report against a statement. Run accrual information and issue credit cards. 
  • Bill.com Integration: Access bill payments and expense reports through a partnership with bill.com. 
  • Convenient Mobile Version: Use the app on mobile and record all receipts by taking pictures. Get the freedom to work from anywhere. Save money by streamlining day-to-day SMB bookkeeping. 
  • Centralized System: Centralize expense submission and approval. Standardize accounting processes and improve staff productivity. 
  • Free Trial: Get a 14-day free trial without signing up or submitting any credit card details. 
  • Expense Portal: Upload and record all portal expenses instead of entering everything to a spreadsheet. 
  • Pre-Set Rules: Check policy violations and duplicate transactions based on the pre-set controls to ensure compliance. Free staff from having to dig through the system to check for potential mistakes. 
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  • Integration: Securely connect financial and non-financial data with one click. Saves time, reduces cost and eliminates the possibility of errors. 
  • Bank Authorization: Get real-time access to bank feeds for complete transparency into bank and credit accounts. No more pestering clients for authentication.  
  • Invoice Management: ScanBot streamlines and simplifies invoice management with automation. Scan and upload receipts, invoices, expenses and sales contracts to sync them directly with the client’s books.  
  • Automated Transaction Categorization: Based on the client’s historical data, it automatically categorizes data with machine learning.  
  • Customizable Dashboard: The customizable dashboard provides helpful financial and non-financial data insights on a single centralized platform. Create a report with data visually tailored to the client’s needs. 
  • Fixed Asset Management: Track and monitor fixed assets to lower maintenance costs and boost operational efficiency.  
  • Spend Management: Gain visibility into cash flows, reduce procurement costs, regulate compliance and boost operational efficiency.  
  • Expense Tracking: Manage and report business expenses, travel requests and reimbursements.  
  • Cash Management: Ensure optimum utilization of the organization’s liquid resources by collecting, handling and controlling where the cash is coming from.  
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Product Ranking

#29

among all
Accounting Software

#134

among all
Accounting Software

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User Sentiment Summary

Great User Sentiment 90 reviews
Great User Sentiment 135 reviews
86%
of users recommend this product

Tallie has a 'great' User Satisfaction Rating of 86% when considering 90 user reviews from 2 recognized software review sites.

88%
of users recommend this product

Botkeeper has a 'great' User Satisfaction Rating of 88% when considering 135 user reviews from 2 recognized software review sites.

4.33 (45)
4.44 (68)
4.3 (45)
4.4 (67)

Synopsis of User Ratings and Reviews

Expense Report Creation: Tallie streamlines the expense report creation process, allowing users to easily capture receipts, categorize expenses, and submit reports for approval.
Mobile App: The mobile app enables users to manage expenses on-the-go, offering convenience and flexibility for business travelers.
Integrations: Tallie integrates with various accounting software and travel booking platforms, facilitating seamless data transfer and reducing manual data entry.
Policy Compliance: The software helps enforce company expense policies by automatically flagging out-of-policy expenses, ensuring compliance and reducing the risk of errors.
Credit Card Reconciliation: Tallie simplifies credit card reconciliation by automatically matching credit card transactions with receipts and expense reports.
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Ease of Use: Users praise Botkeeper's intuitive design and straightforward interface, making it easy to navigate and manage financial tasks, even for those without a strong accounting background.
Affordability: Botkeeper's pricing is often cited as a major advantage, offering a cost-effective solution compared to traditional bookkeeping services or hiring in-house staff.
Reliability: Users appreciate Botkeeper's consistent performance and accuracy in handling financial data, ensuring that their books are up-to-date and reliable.
Security: Botkeeper's robust security measures provide users with peace of mind, knowing that their sensitive financial information is protected from unauthorized access and cyber threats.
Scalability: Botkeeper's ability to adapt to the changing needs of businesses as they grow is a significant benefit, allowing users to easily scale their accounting processes without outgrowing the platform.
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Limited Functionality for Project Accounting: Tallie's features may not fully cater to the needs of project-based businesses, especially those requiring intricate job costing or revenue recognition functionalities.
Mobile App Limitations: The mobile app, while convenient for expense tracking, may lack some of the more advanced features available in the web version, potentially hindering comprehensive expense management on the go.
Learning Curve: Users accustomed to other expense management software might initially find Tallie's interface and workflow to require an adjustment period.
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Limited Functionality for Accounting: Some users have noted that Botkeeper's features are not as comprehensive as other accounting software, particularly for tasks like managing accounts payable and receivable.
Cost Concerns: Botkeeper's pricing structure, which is often subscription-based, has been cited as a drawback for some businesses, especially smaller ones with limited budgets.
Learning Curve: Despite being marketed as user-friendly, some users have reported a steep learning curve when initially navigating and utilizing Botkeeper's platform.
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Looks like Tallie's got users balancing the books on whether it's a hit or miss. While some sing its praises, others aren't totally sold. Let's tally up the good, the bad, and the 'meh' to see if this expense management software adds up for your business. Fans of Tallie rave about its user-friendly interface and seamless integration with accounting software like QuickBooks and Xero. The mobile app gets a thumbs-up for its receipt-scanning feature, making expense tracking a breeze. Tallie also wins points for its customizability, allowing businesses to tailor approval workflows and expense categories to their specific needs. On the flip side, some users find the reporting features a bit clunky and limited. Others mention occasional glitches and syncing issues, which can be a real headache. When it comes to pricing, Tallie falls somewhere in the middle of the pack – not the cheapest, but not the most expensive either. So, who should consider joining the Tallie team? It seems like a good fit for small to medium-sized businesses that need a user-friendly expense management solution with solid accounting software integration. However, if robust reporting is a top priority, you might want to explore other options. And if you're on a tight budget, there might be more cost-effective solutions out there. Ultimately, the best way to know if Tallie is right for you is to take it for a spin yourself.

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Is Botkeeper the keeper of your business's financial sanity? Last year, users gave Botkeeper mixed reviews. Some users found Botkeeper's automated bookkeeping features, like invoice processing and expense tracking, to be a major time-saver, freeing them up to focus on other aspects of their business. They also appreciated the software's user-friendly interface and integrations with popular accounting software. However, other users reported experiencing technical glitches and inconsistencies in the software's performance. Some users felt that Botkeeper's customer support was lacking, with slow response times and difficulty getting issues resolved. A key differentiating factor for Botkeeper is its use of artificial intelligence (AI) to automate bookkeeping tasks. This AI-powered approach is designed to improve accuracy and efficiency, but some users found that the AI was not always reliable and required manual intervention. Overall, Botkeeper seems best suited for small business owners who are comfortable with technology and looking for a way to automate basic bookkeeping tasks. However, businesses with more complex accounting needs or those who require highly responsive customer support may want to consider other options.

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