---
title: "Tallie Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Tallie Software - reviews, pricing plans, popular comparisons to other Expense Report products and more."
source_url: "https://www.capterra.com/p/140782/Tallie/"
page_type: "product"
language: "en"
publication_date: "2026-10-19"
---

# 

 Tallie Software Review 2026: Features, Integrations, Pros & Cons

Last updated on October 19, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Tallie

## What is Tallie?

Tallie by Emburse is a mobile and online expense management tool built with smaller businesses in mind. The people at Tallie believe small businesses deserve expense software that is ridiculously easy to use, takes limited time out of the workday to manage, eliminates accounting mistakes, and can be implemented rapidly. The platform offers various features such as expense reports, corporate card management, approval workflows, mobile application, and policy generation. Tallie is part of Emburse, a global leader in expense management and AP automation solutions, which is trusted by more than 4.5 million users in more than 120 countries.

## What is Tallie used for?

[Expense Report](https://www.capterra.com/expense-report-software/)[Spend Management](https://www.capterra.com/spend-management-software/)[Bookkeeper](https://www.capterra.com/bookkeeper-software/)

Top alternative

Featured

Overall rating

Based on 51 user reviews

Reviews sentiment

Positive

88%

Neutral

8%

Negative

4%

Starting price

$90

Flat Rate, Per Month

Free trial  
available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Tallie?[Manage this product listing](https://www.g2.com/products/emburse-tallie/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Tallie

4.4 (51)

VS.

[4.3 (2,267)](https://www.capterra.com/p/380/Concur-Expense/reviews/)

Starting Price

$90

Flat Rate, Per Month

Starting Price

$7

Usage Based, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.4 (51)

Ease Of Use

4.1 (2,258)

Value For Money

4.3 (31)

Value For Money

4.1 (1,229)

Customer Service

4.2 (32)

Customer Service

4.1 (1,331)

## Tallie alternatives

[4.4 (3,335)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[4.3 (718)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

Highest Rated

[Expensify](https://www.capterra.com/p/97594/Expensify/)

[4.5 (1,398)](https://www.capterra.com/p/97594/Expensify/reviews/)

Starting price

$5.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/97594/Expensify/)

[webexpenses](https://www.capterra.com/p/140646/webexpenses/)

[4.5 (1,105)](https://www.capterra.com/p/140646/webexpenses/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/140646/webexpenses/)

[View all alternatives](https://www.capterra.com/p/140782/Tallie/alternatives/)

## FAQs about Tallie

Overview

### What problems does Tallie solve?

Tallie solves paper-based, spreadsheet-driven expense reporting by letting employees capture, email, or upload receipts as purchases occur, categorize expenses, track mileage, and submit reports for approval. Finance teams, frequent travelers, managers, and client-accounting firms benefit from faster reimbursement workflows, credit-card reconciliation, and exporting coded transactions to accounting systems.

Answer based on 42 reviews

Overview

### Which roles and teams benefit most from Tallie?

Tallie is most used by office and contract managers, operations and logistics leaders, and finance-minded principals who need to capture receipts, submit expense reports, and maintain spending records. Sales, marketing, recruiting, and training teams use it to document travel and program costs, while IT and executive leaders oversee policy compliance and reporting.

Answer based on 45 reviews

Overview

### What company size and industries is Tallie built for?

Tallie is designed for small businesses, which represent 90% of reviewers, with Accounting as the top industry at 12%. It also serves Non-Profit Organization Management firms (10%) and Computer Software companies (7%), while supporting midsize and enterprise users. Its most common use case is expense reporting, cited by 67% of reviewers.

Answer based on 51 reviews

Features and Usability

### What are the key features of Tallie?

Tallie includes core expense reporting with mobile receipt upload, receipt management, mileage tracking, and reimbursement management. Reviewers frequently discuss credit card integration and QuickBooks integration for importing transactions and exporting expense data. Approval workflows, user permissions, expense categorization, and audit trails support controlled expense submission and review.

Answer based on 34 reviews

Pricing

### How much does it cost and what fees or limitations are included?

Tallie starts at $90 per month for the Basic accounting plan, which includes 5 users and QuickBooks Desktop, QuickBooks Online, and Xero integrations. Cash Control costs $160 monthly for 9 users, and Enterprise costs $350 monthly for 18 users. A free trial is available, and reviewers mention setup fees and monthly charges during trial timing.

Answer based on 3 reviews

Integrations

### Which third-party tools and platforms does Tallie integrate with?

Tallie integrates with 5 third-party platforms, including QuickBooks Online, QuickBooks Online Advanced, Sage Intacct, Xero, and BILL Accounts Payable & Receivable. QuickBooks Online appears most often in integration mentions, while the catalog also covers accounting and accounts payable connections.

Answer based on 11 reviews

Getting Started and Support

### What training and onboarding options does Tallie offer?

Tallie provides in person training, live online sessions, webinars, documentation, and videos to support getting started. In person and live online formats offer guided instruction, webinars support group learning, and documentation and videos give users reference material for self-paced review.

Answer based on 2 reviews

Getting Started and Support

### What customer support options does Tallie offer?

Tallie provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. Users describe support as helpful when issues are resolved, but response times can take a few days. Some also say self-service resources are uneven, while others report fast, useful help on tougher setup and sync problems.

Answer based on 9 reviews

Expense reporting

### How well does Tallie handle expense reporting?

Tallie simplifies expense reporting with mobile receipt capture, email uploads, configurable categories, and readable submissions. Travelers, small business teams, and accounting staff value faster reimbursements, paperless records, and QuickBooks exports. Some users encounter unreliable auto-categorization, credit-card syncing or exports, and manual billable settings, so administrators may need extra review.

Answer based on 34 reviews

## Features

AI summary

Based on 6,715 Expense Report reviews

Not all expense report software covers every feature buyers care about most. Here is what Capterra reviewers highlight as essential when choosing a solution:

-   **Payroll Management** (**67%** of reviewers rated this feature as critical)
-   **Expense Tracking** (**53%**)
-   **Expense Claims** (**49%**)

Tallie includes **Expense Tracking**, which gives teams a clear way to monitor spending and keep records current. However, it does not include **Payroll Management** or **Expense Claims**. Instead, it offers other highly rated capabilities such as **Receipt Management** (**49%**), **Mobile Receipt Upload** (**48%**), and **Audit Trail** (**51%**). These features help businesses capture documentation faster, track expense activity more accurately, and maintain visibility into changes and approvals, allowing teams to manage expense processes with better control and compliance.

Expense Tracking

4.9 (8)

87.50% of 8 reviewers that rated this feature as important or highly important

Monitor and record expenses such as purchases or charges incurred

Receipt Management

4.7 (7)

71.43% of 7 reviewers that rated this feature as important or highly important

Upload, track, and submit receipts in a central database

Mobile Receipt Upload

4.8 (6)

66.67% of 6 reviewers that rated this feature as important or highly important

Scan and upload receipts to a central database using a mobile device

Audit Trail

4.5 (4)

100.00% of 4 reviewers that rated this feature as important or highly important

A record of all activities within the system, including user access, changes made, etc.

Approval Process Control

4.6 (5)

80.00% of 5 reviewers that rated this feature as important or highly important

Manage the process of evaluating documents or requests submitted for approval

Accounting Integration

4.5 (4)

75.00% of 4 reviewers that rated this feature as important or highly important

Integrate with a third-party accounting system

Tallie 32 features

### All Features
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- Accounting Integration: Integrate with a third-party accounting system
- Accounts Payable: Track money owed to a company's creditors/suppliers
- Accounts Receivable: Track outstanding invoices and the money owed from clients
- API: Application programming interface that allows for integration with other systems/databases
- Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
- Approval Workflow: Route documents and other data through one or more stakeholders for review and approval
- Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Categorization/Grouping: Organize and group data or items based on various criteria
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Corporate Card: Manage and track credit cards that are distributed to employees to use for authorized business expenses
- Credit Card Management: Financial system that helps create and manage physical/digital credit cards and track transaction activities
- Expense Tracking: Monitor and record expenses such as purchases or charges incurred
- For Small Businesses: Designed for small businesses
- General Ledger: Centralized accounting record which tracks all financial transactions
- Mileage Tracking: Log miles driven for tax deduction or reimbursement purposes
- Mobile Access: Access software remotely via mobile devices
- Mobile Receipt Upload: Scan and upload receipts to a central database using a mobile device
- Multi-Currency: Manage and handle various international currencies
- Policy Management: Create, manage, and track policies and procedures within an organization
- QuickBooks Integration: Integrates with QuickBooks
- Real-Time Reporting: Active reporting of data and metrics
- Real-Time Updates: Receive system updates as soon as any changes are made
- Receipt Management: Upload, track, and submit receipts in a central database
- Reimbursement Management: Manage compensation for out-of-pocket expenses incurred by an employee, client or another party
- Spend Analysis: Review and uncover trends in spending activity
- Spend Control: Set allowances and ensure employees don't spend more than the allotted amounts
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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Features

4.3 (51)

4.3

Based on 51 reviews

## Pricing

Value for money

4.3 (31)

Free Trial

[View pricing plan details](https://www.capterra.com/p/140782/Tallie/pricing/)

Basic accounting

$90.00

Flat Rate,Per Month

It includes:

-   Bank and Credit Card Support
-   Billable Expenses
-   Custom Export Templates
-   Duplicate Detection
-   Email Approvals
-   Email Receipt Forwarding
-   Executive Assistant
-   Expense Tracking
-   Expense Trends
-   Flexible Approval Chain Configurations
-   Group Assignments
-   Manage Employee Expenses
-   Mileage Tracking
-   Mobile Apps (Android & Ios)
-   Monetary Approvals
-   Multi-Level Approval Routing
-   OCR-Based Receipt Capture
-   PDF Export With Receipts
-   Per Diem
-   Policy Enforcement
-   Project Approvals
-   Quickbooks Desktop Integration
-   Quickbooks Online Integration
-   Receipts and Expenses Management
-   Single Sign-on
-   Structured Onboarding
-   Unlimited Receipt Scans
-   Unlimited Receipt Uploads
-   Xero Integration

Cash Control

$160.00

Flat Rate,Per Month

It includes:

-   Unlimited Receipt Uploads
-   Bank and Credit Card Support
-   Billable Expenses
-   Credit Card Statement Remittance
-   Custom Export Templates
-   Duplicate Detection
-   Email Approvals
-   Email Receipt Forwarding
-   Executive Assistant
-   Expense Reimbursements
-   Expense Trends
-   Group Assignments
-   Mileage Tracking
-   Mobile Apps (Android & Ios)
-   Monetary Approvals
-   Multi-Level Approval Routing
-   OCR-Based Receipt Capture
-   PDF Export With Receipts
-   Per Diem
-   Policy Enforcement
-   Project Approvals
-   Single Sign-on
-   Structured Onboarding
-   Unlimited Receipt Scans

Enterprise

$350.00

Flat Rate,Per Month

It includes:

-   Billable Expenses
-   Bank and Credit Card Support
-   Unlimited Receipt Uploads
-   Unlimited Receipt Scans
-   Structured Onboarding
-   Single Sign-on
-   Sage Intacct Integration
-   Project Approvals
-   Policy Enforcement
-   Per Diem
-   PDF Export With Receipts
-   Oracle Netsuite Integration
-   OCR-Based Receipt Capture
-   Multi-Level Approval Routing
-   Monetary Approvals
-   Mobile Apps (Android & Ios)
-   Mileage Tracking
-   Group Assignments
-   Expense Trends
-   Expense Tracking
-   Executive Assistant
-   Email Receipt Forwarding
-   Email Approvals
-   Duplicate Detection
-   Custom Export Templates

Value for money

4.3 (31)

4.3

Based on 31 reviews

## Integrations

[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

Xero](https://www.capterra.com/p/120109/Xero/)[

QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[

Sage Intacct](https://www.capterra.com/p/76/Intacct/)[

BILL Accounts Payable & Receivable](https://www.capterra.com/p/166559/BILL/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.2 (32)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.2 (32)

4.2

Based on 32 reviews

## User reviews

Overall rating

4.4

Based on 51 reviews

Filter by rating

5(29)

4(16)

3(4)

2(0)

1(2)

Mentioned topic

Sorted by most recent

JO

Josh O.

Associate Director of Operations

Non-Profit Organization Management

### "Tallie Makes Reconciliation a Breeze"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

April 14, 2025

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

R Lyndon B.

Director of Business Operations

Professional Training & Coaching

### "Great product for small businesses"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

June 28, 2024

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

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

KE

Kira E.

Executive Assistant

Real Estate

### "Great for Small Business"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

5/10

January 5, 2024

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

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SA

Samuel A.

DOO

Sports

### "Easy to Use Reimbursement Platform"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

September 8, 2023

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

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RR

Rod R.

Vice President

Management Consulting

### "A very handy tool, to manage receipts and expenses, especially when traveling."

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

August 1, 2023

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

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

EN

Ellen N.

Staff Trainer

Consumer Services

### "Tallie makes it easy"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

3.0

3.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

July 12, 2023

Pros

This product is easy to use and track expenses

Cons

I would like to see the most frequent addresses saved somehow

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MW

Megan W.

Recruiting Coordinator

Information Technology and Services

### "Tallie Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

January 25, 2023

Support has been great, the learning/training center for Tallie has everything!I appreciate \[sensitive content hidden\] in costumer support. They have been awesome

Pros

Easy to use, easy to navigate

Cons

no

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

KC

Kris C.

Inside Sales Manager

Financial Services

### "Convenient tool for automating expense reports"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

September 12, 2022

It's better than a manual (i.e., spreadsheet) process and easier to use than the system I used at my old job.

Pros

The ability to connect directly with your bank and/or import statements, import receipts, and the streamlined process.

Cons

My bank isn't common enough to be able to connect with them via the platform, but Customer Support helped me figure out how to import statements vs. a direct connection.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CW

Cheryl W.

Consulting Assistant Controller

Financial Services

### "Two thumbs up for Emburse Tallie"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 12, 2022

Pros

From the setup to the integrations, Tallie was easy to implement

Cons

Sometimes the support can take a few days, but I have no complaints about the product

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

FH

Fatima H.

Assistant Director

Non-Profit Organization Management

### "Mobile friendly tracking"

3.0

Overall Rating

3.0

3.0

Ease of Use

5.0

5.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

May 5, 2022

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.

Pros

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.

Cons

Some of the processes for reimbursement were cumbersome, but the efficiency of tracking made up for it

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/140782/Tallie/reviews/)

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Popular comparisons

[SAP Concur vs Tallie](https://www.capterra.com/compare/380-140782/Concur-Expense-vs-Tallie)

[Expensify vs Tallie](https://www.capterra.com/compare/97594-140782/Expensify-vs-Tallie)