Tallie Time & Expense Software

4.23 / 5 (30)

About Tallie Time & Expense


Tallie is a cloud-based expense reporting system for small and mid-sized businesses in many industries.

The system includes a mobile receipt scan feature which scans photographed receipts to automatically identify merchants, dates and amounts. Tallie can be connected to employees' corporate bank accounts. It also offers mileage tracking.

Tallie's auto-categorization features leverages how users code transactions to begin coding them automatically. The system also offers duplicate detection. Users can track expense status and receive emails when reports are approved.

Support is offered via live chat, email or phone. Tallie is priced on a per-user, per-month basis.



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Supported Operating System(s):

Mac OS, Windows 10

30 Reviews of Tallie Time & Expense

Average User Ratings

Overall

4.23 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.5

Ratings Snapshot

5 stars

(15)

4 stars

(11)

3 stars

(2)

2 stars

(0)

1 stars

(2)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 30 reviews

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November 2017

Claudia from consulting

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

November 2017

Cheryl from CloudPoint Accounting

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

3.0

November 2017

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

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.

November 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

November 2018

Good for Large Businesses

Great experience

Pros

Tallie is flexible enough to be molded to fit the needs of our non profit contract bill for services model.

Cons

The phone app sometimes doesn't transmit photos for receipts very well, and you need to get onto a desktop to verify uploads.

December 2018

Tim from GTLF

Company Size: 1,001-5,000 employees

Review Source


Ease-of-use

2.0

Value for money

3.0

Customer support

1.0

Functionality

4.0

December 2018

Integration with Amex issues

Pros

We used this as an expense management for 100 sales employees. Reimbursement was via check and also receipt submission for Amex cards.

Cons

The Amex portion was linking to multiple people and it did not make sense. It took us 6 months to fixture out there was not enough detail exposed to tallie with respect to the card number (we were only showing last 4 and Amex needs the last 7 or 8 digits to prevent duplicate numbers being shown) tallie support was of no help to us and we ended up abandoning the software because our accounting team did not want to take ownership in getting this to work properly.

December 2018

Kurt from SSD

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

2.0

Value for money

1.0

Customer support

1.0

Functionality

2.0

December 2018

Terrible software - ADMINs & Startups - avoid like the plague

The worst. I think this is the first accounting-related app which I will actually discontinue a subscription for reasons other than upgrading our systems (for example QBO---> Netsuite), or exceeding volume / use case. Expensify does not come with intuitive user groups, but at least Expensify actually WORKS as intended. Sync, export, etc. Save yourself major problems. Just pass on Tallie.

Pros

They used to have live chat until recently, when they went email-only. So I used to like livechat, but now that is gone, so…
Oh wait now I know one - they do have some very nice enterprise features for user groups and permissions

Cons

Too many to list.
1- Constant failures in syncronization - a cardinal sin. Get used to sync taking a FULL day for a normal sync with your accounting software. In comparison, Bill.com takes about 1 minute to sync with our accounting software. QBO, Xero, etc. Doesn't matter. You will have more fun watching paint dry.
2 -Broken Accounting Integration, particularly with Xero. So you finally were able to sync. Congratulations! now say hello to constant unexplained problems in export such as " Xero API call not recognized" or "There was a problem exporting your report. Please fix the errors and try again. : The provided Xero API credentials are invalid" (even though the app properly logged into Xero).
3 -Horrible app, lacks basic functionalities
4 -Bad customer service. After acknowledging problems with their product, zero effort to make correction or compensate end user for their wasted time.
5 -No image recognition
6- No chat for customer service
7 -Read 1 and 2 above.

July 2018

Carlos from Youth Era (Previously Youth Move Oregon)

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2018

I use Tallie in my current position to track expenses such as reimbursements and mileage.

Tallie makes entering receipts and mileage reimbursements onto any device easy!

Pros

I like how you are able to easily upload documents such as photos of reciepts, and the system auto-fills some information. This saves time and is easy to do from any device! The interface of this website is very easy to use.

Cons

My only complaint about Tallie is that you have to manually turn on "billable,"--at my organization all of the expenses we enter are billable.

February 2018

Amy from Streamlined Accounting Strategies

Company Size: 2-10 employees

Review Source


Ease-of-use

2.0

Functionality

4.0

February 2018

Grasping for that balance between easy-to-use and having lots of features

Tallie is a pretty good piece of software. I wouldn't recommend it to everyone because of the learning curve for getting comfortable with the software, and I think there are some simpler out-of-the-box solutions out there, but Tallie really can do a lot, and we definitely have rolled it out to some of our clients with great success.

Pros

It's relatively flexible in terms of how it lets you set up your expense tracking. There are lots of options for how to set up approvals, how to fine-tune employee access, etc. It also has a nice sync with Bill.com and QuickBooks Online, which is its most useful feature. Once you get over the learning curve, it actually has some really nice advanced features, like being able to "masquerade" as different users, setting employees up as "executive assistants" to be able to help the less tech-savvy employees complete their reports correctly, and somewhat complex approval workflows.

Cons

The online support isn't amazing. I've found out better information from reading forums than from reading Tallie's support page. They do have helpful email support, which is nice, but I just wish there were better resources so I could help myself with little setup issues more easily. It's also way more expensive than other expense management software, and cost-prohibitive to use with some of our smaller clients. I also wish you could set expense reports to auto-submit at the end of the month, but you can only set that up for expenses coded to a corporate credit card.

March 2019

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Functionality

4.0

March 2019

Easy Expense Software

Pros

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. You can also link a card which is great if you have a card you JUST use for business (like I do). The milage is also great, although it is MUCH better on the app then on the web portal.

Cons

The Tallie mobile application can sometimes freeze, which forces me to use the web portal. This is not ideal when traveling. It is also MUCH easier to move expenses around on the web portal via drag and drop than it is on the app.

July 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

3.0

Functionality

3.0

July 2018

Easy to use as an employee

Pros

As an employee, it is a great centralized way to submit all of my expenses and have them approved. It so much better than submitting hard copies of all my receipts. Also, the mobile version (and the picture taking capability) is very convenient.

Cons

These could just be policy settings, but all of the time, I get notifications that say the expense reimbursement is "out of policy" but that is not really the case. Also, certain expense categories or other settings are occasionally hidden for some unknown reason. Outside of these bugs, the software works great.

March 2018

Meredith from Streamlined Accounting Strategies LLC

Company Size: 2-10 employees

Review Source


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

March 2018

Awesome app for expense tracking

We provide client accounting services to small businesses. We researched and tested a number of expense tracking apps before we started recommending Tallie to our Clients

Pros

Easy end user interface on web and smart phone. Relatively easy to set up compared to other apps. Good integration with Bill.Com, QuickBooks etc

Cons

Cost is mitigated by time savings over more manual processes but is a barrier for some organizations. Integration with QuickBooks vendor list.

February 2019

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

February 2019

Tallie

Pros

Tallie provides a very straight-forward and user friendly system in which employees can easily upload expense reports and track purchases simply by snapping a photo of their receipt.

Cons

Sometimes the system can be very slow to upload receipts.

January 2018

Cheryl from MVP Advisory Group

Company Size: 11-50 employees

Review Source


Ease-of-use

4.0

Functionality

4.0

January 2018

Tallie for expense reporting

Good, dependable tool, easy to learn.

Pros

Easy to send receipts. I just photo and email after each purchase. Easy to create reports. It helps to be able to create a specific title so you don't confuse expense reports.

Cons

Doesn't default to last choice or frequent choice, so takes a little more work to select from options.

July 2018

Eddie