Is Emburse Tallie right for your business?
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What is Emburse Tallie?
Tallie is an 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. First launched in 2012, Tallie is designed to integrate seamlessly with your core accounting system, whether it's Xero, QuickBooks Online, QuickBooks Desktop, Sage Intacct or NetSuite. Plus, Tallie's unique partnership with Bill.com ensures your financial software systems are always working together to ensure your payments are made on time.
As part of the Emburse company, we deliver our customers the same underlying data automation that powers the world's largest bu... read more
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User Review Highlights
4.32
44 Reviews
Ease-of-use
out of 5Customer Support
out of 5Value for money
out of 5Functionality
out of 5"Easy to use, can upload right away and directly."
"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."
"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."
"Constant failures in syncronization - a cardinal sin. Get used to sync taking a FULL day for a normal sync with your accounting software."
"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."
"After acknowledging problems with their product, zero effort to make correction or compensate end user for their wasted time."
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How much does Emburse Tallie cost?
Tallie is available across three tiers of pricing, which vary by supported accounting integration, as follows: BASIC ACCOUNTING $50/month - Includes complete expense report software suite, including integrations with QuickBooks Desktop, QuickBooks Online, or Xero and 5 users. Additional active expense tracking users charged at $9/month CASH CONTROL $95/month - Includes complete expense report software suite, including integration with Bill.com and 9 users. Additional active expense tracking users charged at $10/month CLOUD ERP $200/month - Includes complete expense report software suite, including integrations with Sage Intacct or NetSuite and 18 users. Additional active expense tracking users charged at $11/month
Starting price
$50.00 per month
Free trial
Available
Free version
Not Available
Which features does Emburse Tallie offer?
Core features:
Accounting IntegrationApproval Process ControlAudit ManagementAudit TrailCategorization/GroupingCompliance ManagementCorporate CardCredit Card ManagementExpense TrackingMileage TrackingShow more features +
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How easy is Emburse Tallie to use and deploy?
Emburse Tallie supports multiple deployment options, including: Cloud, SaaS, Web-based, iPhone, iPad, Android, Mac.
4.32/5 out of 44 Reviews
Showing 1 - 5 of 44 reviews
R Lyndon
Verified reviewer
Company size: 11-50 employees
Industry: Professional Training & Coaching
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
February 2022
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.
Michael
Company size: 2-10 employees
Industry: Information Technology and Services
Time used: Less than 12 months
Review Source: Capterra
This review was submitted organically. No incentive was offered
June 2020
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.
Cheryl
Company size: 51-200 employees
Industry: Financial Services
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
May 2022
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
Fatima
Company size: 2-10 employees
Industry: Non-Profit Organization Management
Time used: Less than 6 months
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
May 2022
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
Claudia
Verified reviewer
Time used: More than 2 years
Review Source: GetApp
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
November 2017
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.
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