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Tallie is award-winning automated expense report software backed by an award-winning support team. Tallie is the only expense report software solution with real-time integration, working seamlessly with leading accounting systems, bill pay, and SaaS solutions.
Category
Expense Reporting Software
Features
• Unlimited users, unlimited expense reports, unlimited receipt scanning • Travel and Practice Management integrations • GPS-enabled mileage tracking with address-to-address calculation and start/stop on-trip tracking • Auto-match credit card expenses with receipts • Automatic data population • Smart expense categorization based on behavior • Source documentation + IRS audit preparedness
License
Proprietary
Price
• Business - $9 / month
Pricing
Subscription
Free Trial
Available
Users Size
Small (<50 employees), Medium (50 to 1000 Enterprise (>1001 employees)
• Travel and Practice Management integrations • GPS-enabled mileage tracking with address-to-address calculation and start/stop on-trip tracking • Auto-match credit card expenses with receipts • Automatic data population • Smart expense categorization based on behavior • Source documentation + IRS audit preparedness
What are the benefits?
• Categorization: Auto-categorize expenses based on company's General Ledger, not default consumer codes • Flexibility: Product and service items are supported in addition to expense accounts for all integrations, including flat file import/export • Effortless: Use daily FX spot rate to auto-convert foreign currency transactions • Export data simultaneously to accounting system and a project management system
PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
7.6
4.6
Features & Functionality
7.6
4.5
Advanced Features
7.6
4.7
Integration
7.6
9.3
Performance
7.6
9.1
Customer Support
7.6
9.0
Implementation
8.8
Renew & Recommend
8.8
Bottom Line
Tallie is cloud-based business expense report software that simplifies the entire expense management process — from point of purchase to accounting and reimbursement.
7.6
Editor Rating
7.4
Aggregated User Rating
2 ratings
You have rated this
Tallie is award-winning automated expense report software backed by an award-winning support team. Tallie is the only expense report software solution with real-time integration, working seamlessly with leading accounting systems, bill pay, and SaaS solutions. Tallie also gives total control and visibility with a suite of enterprise-grade policy compliance, internal control, and analytics tools.
Tallie processes expenses to create and categorize all items on the expense report. Tallie points out potential duplicate transactions and policy violations prior to expenses being submitted. This allows employees to make corrections quickly and reduces the number of rejected expense reports. Tallie Expense Reports streamline the expense reporting process from receipt to reimbursement.
With the Tallie mobile app, snap a picture of a receipt or pull in an image from a photo library. Tallie's browser-based experience offers an expense management experience that takes advantage of the latest in user interface technology. Tallie is Software as a Service, meaning that it is entirely cloud-based. This ensures that Tallie's full functionality can be accessed from any browser, using any internet connection, anywhere in the world. Take advantage of Tallie's credit card import feature to minimize data entry while also improving accuracy.
Tallie has access to thousands of banks and will pull in Merchant, Date, and Amount information. Claim mileage reimbursement at the standard IRS rate or your company's custom reimbursement rate. Use Tallie's intuitive tools to calculate the amount owed. Credit card transactions can be automatically grouped into expense reports based on your statement start date. This enables administrators to reconcile one Tallie expense report against one credit card statement. Tallie supports multi-level approval chains. Add manager and project approvers and / or spend thresholds. Tallie uses third party PCI compliant credit card transaction data providers, meaning Tallie does not have direct access to card funds and does not store sign-in credentials.
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