Tallie vs FINSYNC

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Our analysts compared Tallie vs FINSYNC 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

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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FINSYNC Accounting and Cash Flow Management is a multipurpose payment application that aides users with supervising cash flows, automating bookkeeping tasks and broadening profits. In addition to cash flow management, it streamlines the following bookkeeping operations: payments, invoicing, bill payments, payroll, accounting and financing. It keeps everyone and everything within a user's enterprise in sync for sleek finance operations.

Advanced analytics and automation and professional financial services are some of FINSYNC's helpful modules.
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$90 Monthly
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Tailored to your specific needs
$40 Monthly, Freemium
Get a free price quote
Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
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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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  • Unified Platform: Instead of uploading data from several solutions, FINSYNC enables users to seamlessly store bank cards and charge accounts. Users can also verify and reconcile numerous accounts.  
  • Superintend Every Payment: FINSYNC administers every invoice, customer receipt and bill and vendor payment within one solution. 
  • Stay On Top of Payments: It's feasible for users to evaluate every incoming or outgoing payment with an intricate calendar view so they avoid missed payments or worrying about whether or not if or when they'll receive money in the bank.  
  • Various Cash Flow Merges: Add various FINSYNC cashflow integrations to this solution. For example, the Projects add-on allows users to track the profitability of every project including time tracking and expense reimbursement. The Payroll add-on enables intricate cash flow monitoring across an entire organization. 
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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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  • Thorough Accounting: The accounting module contains multiple functions and extensions to simplify bookkeeping responsibilities. It is equipped with a customizable chart of accounts and cash and accrual reports. It tracks income and expenses by department, location and associate. It also instantly reconciles bank and credit union accounts with accurate bills and invoices. 
  • Initiate Invoices and Billing: Users can establish one-time or repeating invoices, work with built-in workflow and user permissions and set alerts and automated reminders with the invoicing and bill pay apparatus. It permits customers and vendors to safely store payment information and has adjustable payment schedules. Users can also initiate automated ACH & card payments for recurring invoices and bills. 
  • Trace and Manage Cash: The advanced automation and analytics accessory aids users in knowing every dollar that enters or exits your organization. Collecting, posting and updating accounts occurs in real-time. 
  • Financial Resources: This solution can match users with a FINSYNC Certified Professional Accountant or Bookkeeper and receive the ideal financing options that align with their enterprise.  
  • Find An Insurance Broker: FINSYNC aids users in finding a suitable insurance broker for their needs.  
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Product Ranking

#29

among all
Accounting Software

#152

among all
Accounting Software

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User Sentiment Summary

Great User Sentiment 90 reviews
Excellent User Sentiment 7 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.

91%
of users recommend this product

FINSYNC has a 'excellent' User Satisfaction Rating of 91% when considering 7 user reviews from 1 recognized software review sites.

4.33 (45)
4.57 (7)
4.3 (45)
n/a

Awards

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FINSYNC stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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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Centralized Platform: Many users appreciate FINSYNC's ability to manage various financial tasks, such as invoicing, payments, and bank reconciliation, all within a single platform.
User-Friendly Interface: FINSYNC is often praised for its intuitive design and ease of use, making it accessible even for individuals without extensive accounting experience.
Time-Saving Automation: Features like automated recurring invoices and payment reminders are popular for streamlining financial processes and reducing manual effort.
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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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Steep Learning Curve: The platform's interface can be overwhelming for new users due to its extensive features and functionalities. This complexity may require additional time and effort to learn and navigate effectively.
Customer Support Challenges: Some users have reported difficulties in reaching customer support promptly, leading to potential delays in resolving issues or obtaining necessary assistance. Efficient and responsive customer support is crucial for a smooth user experience, especially when dealing with complex financial software.
Mobile App Limitations: The mobile app's functionality is currently limited compared to the web-based platform. Users seeking comprehensive mobile access to their financial data and tasks may find the app's capabilities insufficient for their needs.
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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 FINSYNC truly in sync with the needs of small businesses? Recent user reviews suggest a mixed bag. While many appreciate its user-friendly interface and integrated features like invoicing, payments, and expense tracking, some find its accounting capabilities lacking compared to dedicated accounting software like QuickBooks Online or Xero. For example, users praise FINSYNC's intuitive dashboard for monitoring cash flow, but some find its reporting features limited for more complex accounting needs. FINSYNC's strength lies in its unified approach to financial management, making it ideal for small businesses seeking an all-in-one solution. Its automated workflows, like connecting bank accounts for seamless transaction imports, save time and reduce manual errors. However, businesses with more complex accounting requirements or those needing robust reporting functionalities might find FINSYNC limiting. Ultimately, FINSYNC is best suited for small businesses or startups prioritizing ease of use and a centralized platform for managing their finances, rather than those requiring advanced accounting features.

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