Who Uses This Software?

Tallie can accommodate any type of business with expense reports. From small businesses to T100 accounting firms, Tallie streamlines the expense management process, and saves time and money for all.


Average Ratings

8 Reviews
  • 4 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $9.00/month/user
    See pricing details
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Tallie
  • www.usetallie.com/
  • Founded 2008
  • United States

About Tallie

Accelerate your workflow with award-winning expense management software that delivers lowered costs, higher efficiency, financial visibility, and control. From mobile expense capture to flexible approval chains and integrated multi-systems export, Tallie is the comprehensive expense report software solution for your business.


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Tallie Features

  • Approval Process Control
  • Invoice Management
  • Multi-Currency
  • Receipt Management
  • Receipt Upload
  • Reimbursement Management
  • Spend Control
  • Time Tracking
  • Workflow Management

Tallie Reviews Recently Reviewed!

Selected Tallie as our firm's T&E reporting tool of choice based on overall ease of use and value.

Nov 07, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

Useful for recordkeeping as well

Nov 03, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

I prefer Nexonia but they're essentially the same

Oct 30, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

Overall: I decided to go with Nexonia rather than Tallie so I just used the trial version.

Perfect for Expense Management - No More Paper Receipts

Feb 25, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We recently implemented this software. It's easy to use and has completely eliminated the need for paper receipts. Just snap a picture and you're done. For e-mail receipts, just send them to the tallie e-mail and they automatically show up in your expense report. Couldn't be happier!

Used to be good

Jan 24, 2017
1/5
Overall
3 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Pros: was good

Cons: CC function no longer works

Overall: product used to work and work well...now credits cards do not import well at all. and customer service is only online chatting with poor response .... find a better product

Recommendations to other buyers: find a better product

Expense Mgmt with Class and Job

Dec 09, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Class and Job with QB integration.

Cons: Setup fee.

Overall: I use Tallie personally and have multiple clients using it. At the time, it was the only expense management tool that offered QuickBooks integration and could use both class and job. My only complaint is requiring clients to pay for setup. Most other apps allow the clients to set up on their own and/or offer free support. Purchasing also requires an invoice vs online immediate purchase.

Finally!!

Dec 05, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality

Comments: Our reimbursed process used to be sending in a spreadsheet once a month and sending pictures of receipts in an email. The process was slow - it was often weeks before we would get reimbursed. Now that we have Tallie, after submitting it can be approved and hit our bank account less than 24 hours later. We LOVE Tallie. Not one bad word to say about it.

Ease of use is key

Nov 10, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Comments: Tallie is the easiest expense reporting software I have used. You can merge duplicated transactions and even send receipts via email.