Is Emburse Tallie right for your business?

It does everything I need it to do

I am able to use Tallie for expense tracking and payroll projection reports. I have only ever had to rely on tech support once in the nearly 3 years I have been using the product and the response time was excellent, with my problem being resolved in less than 2 hours.

Pros

The system is very configurable but is still pretty quick and easy to setup and deploy. My staff is able to figure out how to use the features intuitively meaning I spend very little time having to teach or train on how to use.

Cons

Can' t think of any challenges that I currently have or features that I wish were present.

The potential to be one of the best software solutions I've ever used or implemented

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.

Two thumbs up for Emburse Tallie

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

Mobile friendly tracking

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

Useful for recordkeeping as well

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.