Tallie Time & Expense Software

Pros

Coming from having previously used an excel file to file our expenses, this tool has drastically improved the expense experience of our employees. As someone who travels for work a considerable amount, this is massive time save and you can also input receipts as you go. I prefer filling expenses through the desktop and it allows for import and both emailing of receipts to the platform. But the mobile option works very well also.

Cons

The receipt import isn't always perfect in importing accurate information, but any incorrect information can easily be edited.

Pros

Before Tallie, we had to submit expenses via an excel template that caused headaches for everyone in the process. Now, expenses are as easy as forwarding an email and/or taking a picture. I haven’t had any issues at all.

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.

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 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.

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!

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

Pros

was good

Cons

CC function no longer works

Advice to Others

find a better product

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.

Pros

Class and Job with QB integration.

Cons

Setup fee.

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.

Tallie is the easiest expense reporting software I have used. You can merge duplicated transactions and even send receipts via email.