# Tallie Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Tallie the right Expense Report solution for you? Explore 51 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/140782/HubSpot-Marketing/reviews --- Tallie 4.4 (51) [View alternatives](https://www.capterra.com/p/140782/Tallie/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Tallie Ease of use 4.4 Customer Service 4.2 ## Pros and Cons in Reviews R Lyndon B Director of Business OperationsProfessional Training & Coaching, 11 - 50 employeesUsed the software for: More than 2 years. “Additionally, the ability to do quick exports to QuickBooks Online for billing and payments makes expense reimbursement easy. “ June 28, 2024 CS Colleen S ControllerFood & Beverages, 2 - 10 employeesUsed the software for: Less than 6 months. “Signed up on the 28th of the month and charged me for the monthly usage for that month when obviously it would not be implemented for another couple weeks.“ July 14, 2020 R Lyndon B Director of Business OperationsProfessional Training & Coaching, 11 - 50 employeesUsed the software for: More than 2 years. “I feel this is a feature-rich, customizable and easy to administer accounting tool.“ June 28, 2024 BH Bret H Director of OperationsBroadcast Media, 11 - 50 employeesUsed the software for: More than 2 years. “I suspect that because they refuse to put time into development and fixes, their support staff is overburdened dealing with lingering bugs. When we onboarded them a few years ago their support was great - but at this point I can no longer recommend them.“ May 6, 2020 FH Fatima H Assistant DirectorNon-Profit Organization Management, 2 - 10 employeesUsed the software for: Less than 6 months. “The most attractive feature was the mobile friendly expense tracking; being able to upload receipts during travel and while on the go at hectic conferences and meetings was a life saver.“ May 5, 2022 BH Bret H Director of OperationsBroadcast Media, 11 - 50 employeesUsed the software for: More than 2 years. “I have become increasingly frustrated with the development team and support team at Tallie. “ May 6, 2020 FH Fatima H Assistant DirectorNon-Profit Organization Management, 2 - 10 employeesUsed the software for: Less than 6 months. “Overall it was a good software, but we had too many platforms for our different staff and volunteers to learn so we had to condense.“ May 5, 2022 ## Showing most helpful reviews Showing 1-25 of 51 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use R Lyndon B. Director of Business Operations Professional Training & Coaching Used the software for: 2+ years ### "Great product for small businesses" June 28, 2024 4.0 I feel this is a feature-rich, customizable and easy to administer accounting tool. I would recommend it to others, especially to small businesses (<40staff) who are looking for a reasonably priced solution. If you have more 40 employees, it may not meet your expanded needs. Pros This product has served us well for about 5+ years. We were able to configure it for reporting of expenses as well as tracking hours worked. Additionally, the ability to do quick exports to QuickBooks Online for billing and payments makes expense reimbursement easy. Billable items are easily added to client invoices along with details and receipt attachments. Cons Tallie has been "flaky" recently. Some staff have reported issues with expense entry. On the Admin side, I have had occasional problems getting approved reports to export to QuickBooks Online. Support has always been helpful and able to resolve the issue, but has occasionally taken a few days to complete. Review Source JO Josh O. Associate Director of Operations Non-Profit Organization Management Used the software for: 2+ years ### "Tallie Makes Reconciliation a Breeze" April 14, 2025 5.0 Tallie has streamlined reconciliation and is easy to sync. Pros Tallie makes it simple to update the Chart of Accounts and add new classes. This makes reconciliation for program-related expenditures a walk in the park. Cons The auto-categorization is not always reliable, even for recurring expenses. Review Source BH Bret H. Director of Operations Broadcast Media Used the software for: 2+ years ### "Slow Customer Support - Won't Fix Bugs" May 6, 2020 3.0 Pros Tallie is excellent at handling expense and credit card reports between end users, Quickbooks, and Bill.com. It works well most of the time. It does a really good job and is easy to use. Cons I have become increasingly frustrated with the development team and support team at Tallie. It's absolutely horrible. There are bugs which have plagued us for years, and they won't fix them. I've pointed them out and gone through proper channels of reporting. They just don't seem to care. Some of these are minor graphical bugs that confuse my users. But it doesn't matter, they don't improve their software. As a result of other bugs they refuse to fix, I have to regularly contact them to do "back end syncs" to fix glitches. But their customer support has become absolutely horrible. So, just to get them to click the button on their end to do the "back end sync" I have to wait at least 24 hours. And if I have a support issue that requires back and forth, they take at least 24 hours for each reply - so be prepared for 3-4 days to get something simple resolved. I suspect that because they refuse to put time into development and fixes, their support staff is overburdened dealing with lingering bugs. When we onboarded them a few years ago their support was great - but at this point I can no longer recommend them. Review Source CR Claudia R. Used the software for: 2+ years ### "Useful for recordkeeping as well" November 3, 2017 5.0 Pros We've tried other expense reporting systems and what Tallie does that we've had difficulty finding elsewhere is its ability to be used to capture receipts. The app and website are both intuitive. The expense reports are easy to read. We love that it connects to Bill.com, which we use to reimburse our clients' employees! However, some clients also use it to store receipts for everything they buy with their credit cards. The receipts are automatically matched with each downloaded transaction. Their QuickBooks integration is great because unlike some other systems, they import each transaction individually with vendor, account, and class data. This makes reconciling credit cards at the end of the month quite easy. Cons The only thing about Tallie that could still use some work is their OCR. We've found that it's about 80% accurate in matching receipts to downloaded transactions. Every month we do have to go in for a little cleanup to remove duplicates and merge transactions. Duplicates are pretty easy to find, so it's not too troublesome. Review Source VR Verified Reviewer Office Manager | Contract Manager Mental Health Care Used the software for: 2+ years ### "Good for Large Businesses" November 6, 2018 5.0 Great experience Pros Tallie is flexible enough to be molded to fit the needs of our non profit contract bill for services model. Cons The phone app sometimes doesn't transmit photos for receipts very well, and you need to get onto a desktop to verify uploads. Review Source VR Verified Reviewer Learning & Engagement Manager E-Learning Used the software for: 1-2 years ### "Easy Expense Software " March 5, 2019 5.0 Pros This software is VERY easy to use. You can take a photo of the receipts with your phone and upload them to the app or via email so you don't have to worry about loosing receipts. You can also link a card which is great if you have a card you JUST use for business (like I do). The milage is also great, although it is MUCH better on the app then on the web portal. Cons The Tallie mobile application can sometimes freeze, which forces me to use the web portal. This is not ideal when traveling. It is also MUCH easier to move expenses around on the web portal via drag and drop than it is on the app. Review Source Jeremy S. Manager of Analytics, Customer Operations Computer Software Used the software for: 1-2 years ### "Travel for work is so much easier now" February 6, 2020 4.0 We needed to get expenses submitted near time to the engagement to bill quickly. Reimbursement during the peak travel times also means the money is in the employee hands by the time the credit card bill comes Pros Scanning my receipts while I'm traveling means I don't have to hang on to them until I can get back to the office. And I can submit my expense reports near time instead of at the end of the peak travel season. Cons Forwarding a receipt from email to system sometimes ends up with an extra receipt of the basic email instead of just the pdf attached. Usually have to access the web version to correct that, but not always. So most can be done with the phone app. Review Source VR Verified Reviewer Audit Senior Accounting Used the software for: 1-2 years ### "Easy to use as an employee" July 5, 2018 4.0 Pros As an employee, it is a great centralized way to submit all of my expenses and have them approved. It so much better than submitting hard copies of all my receipts. Also, the mobile version (and the picture taking capability) is very convenient. Cons These could just be policy settings, but all of the time, I get notifications that say the expense reimbursement is "out of policy" but that is not really the case. Also, certain expense categories or other settings are occasionally hidden for some unknown reason. Outside of these bugs, the software works great. Review Source VR Verified Reviewer Office Manager Marketing and Advertising Used the software for: 2+ years ### "Tallie" February 8, 2019 5.0 Pros Tallie provides a very straight-forward and user friendly system in which employees can easily upload expense reports and track purchases simply by snapping a photo of their receipt. Cons Sometimes the system can be very slow to upload receipts. Review Source Brian D. Financial Analyst Accounting Used the software for: ### "I prefer Nexonia but they're essentially the same" October 30, 2017 4.0 I decided to go with Nexonia rather than Tallie so I just used the trial version. Pros I like having expense report portals that keep everything together. Makes me wonder how we ever used excel for these. It's much easier for all users to keep it in one place and get the correct approvers on it. Review Source Alicia W. Recruiter Computer Software Used the software for: 6-12 months ### "Tallie" March 4, 2019 5.0 Pros Easy to use, can upload right away and directly Take pics from the app Cons Nothing, really easy and fast to use. Get my Money back right away Review Source MS Meredith S. Principal Accounting Used the software for: 1-2 years ### "Awesome app for expense tracking" March 1, 2018 5.0 We provide client accounting services to small businesses. We researched and tested a number of expense tracking apps before we started recommending Tallie to our Clients Pros Easy end user interface on web and smart phone. Relatively easy to set up compared to other apps. Good integration with Bill.Com, QuickBooks etc Cons Cost is mitigated by time savings over more manual processes but is a barrier for some organizations. Integration with QuickBooks vendor list. Review Source EV Eddie V. Peer support specialist Used the software for: 6-12 months ### "I love this website, i use this on the daily basis!" July 10, 2018 5.0 Pros It's easy and fast to use and its simple! Cons Sometimes it lags and it doesnt have the right address also doesnt load fast! Review Source GD Gregory D. Client Manager Primary/Secondary Education Used the software for: 1-2 years ### "Tallie Make Life Simpler" May 4, 2018 3.0 Pros Tallie is a simple platform for expense report building and submission. You can drag and drop receipts right into the web portal and the submission is very simple. Cons The Tallie mobile application freezes a lot which forces me to use the web portal. This can be frustrating when traveling and trying to do your expense reports on the fly. Review Source AM Ari M. Engagement Coordinator Non-Profit Organization Management Used the software for: 6-12 months ### "Super Easy to Track Expenses and Reimbursements " September 28, 2019 5.0 I have been happy with it and i recommend it to others Pros It is just so easy to track all of your expenses and reimbursements. In no time you have all of your expenses logged and ready Cons No real cons. The app is consistently updating itself and working out small kinks. It's also easy to make changes after the fact Review Source SS Steve S. Logistics Director Religious Institutions Used the software for: Less than 6 months ### "Capable product, but demands a lot from the user" October 8, 2020 5.0 Overall, exposure has been brief so far but Tallie will definitely get the job done. Pros We use this product specifically for expense reporting and Tallie can definitely pull that off with flying colors. Cons The platform and process aren't super user friendly. There is a lot left up to the user to interpret/understand in order to submit correctly. Review Source CS Colleen S. Controller Food & Beverages Used the software for: Less than 6 months ### "Smart System" July 14, 2020 5.0 The on Board rep was great to work with and took his time to get you comfortable with the system, didn't rush you through it.' Pros The system can read the receipt and recognize repurchases. Can apply GL categories and have it down load to QB easily. Cons The free trial keeps coming up and wants you to down load instead of starting the set up. Signed up on the 28th of the month and charged me for the monthly usage for that month when obviously it would not be implemented for another couple weeks. Reason for choosing Tallie Smarter Review Source MS Michael S. CEO Information Technology and Services Used the software for: 6-12 months ### "The potential to be one of the best software solutions I've ever used or implemented" June 15, 2020 4.0 Overall, the product has improved over the past year and has the potential to be one of the best software solutions I've ever used or implemented. When everything is working, the software is awesome and really supports a fast, electronic, seamless expense reporting process for Quickbooks. For the price, there are no other solutions anywhere near this level of functionality. Just set expectations accordingly for CC sync, pay for the premium support, and you'll have a solution that you'll absolutely depend on for smooth, paperless expense reimbursements. Pros This software is very intuitive and easy to use. The best features are the integration with personal credit cards, and the direct integration with QuickBooks. When you combine Tallie, QB, and Bill.com, you can have a 100% paperless expense reimbursement process. Cons I gave a couple of 4/5 scores, so these are not things I don't like, just challenges. First of all, on Quality, the platform seems fairly young and there were several issues that delayed processing reports initially. They are good about addressing and fixing the issues, but that brings up my next 4/5, which is support. Regular support takes 2-4 days for a response and resolution, which seems like an eternity when trying to reimburse expenses. If you want great support, you have to pay for the premium support. It's worth it, as they reply within hours to issues. The only other issue, which is somewhat beyond their control, is the credit card sync. It often doesn't work or is very slow. In talking to support many times, they are at the mercy of 3rd party solutions, but they also only display a few "default" CC sync options, and once you get them on the phone, they can open up multiple CC Sync options for you. Some of these work better than others, but be prepared for it to stop syncing periodically. It doesn't keep you from submitting reports, but is a bit of a pain when trying to reconcile with your CC statement. Review Source RR Rod R. Vice President Management Consulting Used the software for: 6-12 months ### "A very handy tool, to manage receipts and expenses, especially when traveling." August 1, 2023 5.0 I really like using this product and it’s very helpful in managing my business expenses. Pros The mobile app is especially helpful in managing receipts and generating expense reports. Having mileage reporting, and different receipt. Options on the main page is very helpful. Cons The desktop application is actually less helpful than the mobile app, and it’s less intuitive to use. Review Source SA Samuel A. GM Sports Used the software for: 2+ years ### "Easy to Use Reimbursement Platform" September 8, 2023 5.0 I am extremely satisfied with the platform, and very good tech support. Pros Ease of use, intuitive, reliable, dependable, cost-effective. Cons I can't really think of a feature or something specific that I do not like about Tallie. Review Source KF Kurt F. Exec Retail Used the software for: 6-12 months ### "Terrible software - ADMINs & Startups - avoid like the plague" December 14, 2018 1.0 The worst. I think this is the first accounting-related app which I will actually discontinue a subscription for reasons other than upgrading our systems (for example QBO---> Netsuite), or exceeding volume / use case. Expensify does not come with intuitive user groups, but at least Expensify actually WORKS as intended. Sync, export, etc. Save yourself major problems. Just pass on Tallie. Pros They used to have live chat until recently, when they went email-only. So I used to like livechat, but now that is gone, so… Oh wait now I know one - they do have some very nice enterprise features for user groups and permissions Cons Too many to list. 1- Constant failures in syncronization - a cardinal sin. Get used to sync taking a FULL day for a normal sync with your accounting software. In comparison, Bill.com takes about 1 minute to sync with our accounting software. QBO, Xero, etc. Doesn't matter. You will have more fun watching paint dry. 2 -Broken Accounting Integration, particularly with Xero. So you finally were able to sync. Congratulations! now say hello to constant unexplained problems in export such as " Xero API call not recognized" or "There was a problem exporting your report. Please fix the errors and try again. : The provided Xero API credentials are invalid" (even though the app properly logged into Xero). 3 -Horrible app, lacks basic functionalities 4 -Bad customer service. After acknowledging problems with their product, zero effort to make correction or compensate end user for their wasted time. 5 -No image recognition 6- No chat for customer service 7 -Read 1 and 2 above. Review Source AP Amy P. Bookkeeper Accounting Used the software for: 6-12 months ### "Grasping for that balance between easy-to-use and having lots of features" February 6, 2018 3.0 Tallie is a pretty good piece of software. I wouldn't recommend it to everyone because of the learning curve for getting comfortable with the software, and I think there are some simpler out-of-the-box solutions out there, but Tallie really can do a lot, and we definitely have rolled it out to some of our clients with great success. Pros It's relatively flexible in terms of how it lets you set up your expense tracking. There are lots of options for how to set up approvals, how to fine-tune employee access, etc. It also has a nice sync with Bill.com and QuickBooks Online, which is its most useful feature. Once you get over the learning curve, it actually has some really nice advanced features, like being able to "masquerade" as different users, setting employees up as "executive assistants" to be able to help the less tech-savvy employees complete their reports correctly, and somewhat complex approval workflows. Cons The online support isn't amazing. I've found out better information from reading forums than from reading Tallie's support page. They do have helpful email support, which is nice, but I just wish there were better resources so I could help myself with little setup issues more easily. It's also way more expensive than other expense management software, and cost-prohibitive to use with some of our smaller clients. I also wish you could set expense reports to auto-submit at the end of the month, but you can only set that up for expenses coded to a corporate credit card. Review Source KE Kira E. Executive Assistant Real Estate Used the software for: 6-12 months ### "Great for Small Business" January 5, 2024 4.0 Overall Tallie was a great program when we were a very small company with limited rules. However as we got larger and needed more regulations, we needed to switch to another Emburse program. Pros Tallie is great at being able to reconcile credit card statements. You can put a certain amount of rules on each expenditure needs. You can add multiple pictures for long receipts. It is an easy to use platform. Cons The rules cannot be separated out by position type. This is not great for companies that have spending limits that are different for different types of employees. The other issue that I do not like with Tallie is that receipts do not auto match. When there is a 2-3 day lag, it is hard to remember to go back and upload a receipt. Review Source EN Ellen N. Staff Trainer Consumer Services Used the software for: 1-2 years ### "Tallie makes it easy" July 12, 2023 5.0 Pros This product is easy to use and track expenses Cons I would like to see the most frequent addresses saved somehow Review Source CW Cheryl W. COO Used the software for: 2+ years ### "Selected Tallie as our firm's T&E reporting tool of choice based on overall ease of use and value." November 7, 2017 4.0 Pros Mobile app functionality for uploading receipts on the fly is effective. Liked the automatic bundling of expenses into an open expense report for non-reimbursables (corporate credit card) vs. reimbursables. Basic user setup was intuitive and easily accomplished. Cons Inability to process reimbursements within the Tallie app, have to integrate with a payment processing application or direct to accounting software for payment. Until recently, Tallie did not have an assistant feature for C-suite executives. Review Source Similar Products Featured