Tallie Reviews & Pricing

by Emburse | Founded 2012, San Francisco, CA

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Overview Pricing Benefits Reviews Features

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What is Tallie?

Industry Specialties: Serves all industries

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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User Sentiment

Based on 90 reviews:

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Tallie Pricing

Based on our most recent analysis, Tallie pricing starts at $90 (Monthly).

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Starting From: $90
Pricing Model: Monthly
Free Trial: Yes, Request for Free

Training Resources

Tallie is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Tallie:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Tallie Benefits and Insights

Why use Tallie?

Key differentiators & advantages of Tallie

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.

Industry Expertise

Its primary focus is to help small businesses sort out all travel and expense management.

Tallie Reviews

Average customer reviews & user sentiment summary for Tallie:

90 reviews

86%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of Tallie reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

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.

Cons

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.

Researcher's Summary:

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.

Key Features

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.

Limitations

At the time of this review, these are the limitations according to user feedback:

Report processing is slow.
Needs periodic maintenance to merge transactions and remove duplicate data.
Customer service is slow.
Receipt upload requires lots of back and forth.
Mobile app sometimes freezes, forcing users to log in through web portal.

Suite Support

Customer support comes in the form of blogs and guides with answers to all the basic questions. The sales team can be contacted with a quick signup. The resource room tab helps users understand expense management with guides and blogs.

Email: Gated customer support for sales.

Phone:No information available.

Training: Get started with the guide and blog under the resource room tab.

Tickets: Create tickets by filling out a small, short-form listing grievances and providing basic details.