Very pleased with software. It has allowed us to have accurate, flexible budgets for multiple companies.

Overall, PlanGuru is easy to use and wonderful to have.

It was glitchy at times by not importing excel sheets or causing errors.

Lots of videos, articles, webinars. Awesome supports i.e. friendly and knowledgeable.

Great experience and customer support. Highly recommend PlanGuru University.

The link process is very long and tedious. No possibility of using formulas in the actual and historical data.

This tool helps to get speed in building a set of projections. It is excellent to have the integration of balance sheet, profit & loss and cash flow.

Overall I have great experience with Plan Guru and will recommend to other users.

I was annoyed when I learned that my software was shut down remotely when PlanGuru adopted an annual license fee after several years of no fees, unless you opted in for an upgrade to a new version.

If you work mostly by yourself and need a good integration when dealing with financial forecasts, this is the product.

I use PlanGuru to build business forecasts for my clients so that I can provide great service, especially to growth oriented clients who hold themselves accountable to their goals.

Support was really helpful at the beginning, and it made my experience with PlanGuru better. It's good software for the price.

It has the ability to pull in actuals from Quickbooks online. There are some workarounds for managing revenue recognition.

Perhaps, the tool’s greatest benefit lies in its ability to automate and simplify complex budgeting and forecasting practices.

Solve the problem with the data import. Cash-flow isn't user-friendly.

Each and every time I need support of any kind, PlanGuru always got back to me in 24 hours or less and stayed glued to me until my question or issue was completed resolved to my satisfaction.

Overall our experience with Plan Guru has been pretty good. The price point was extremely appealing and is what pulled us to the software.

The software is very user-friendly and customer service is very responsive. I would highly recommend this software for those companies with minimal money to spend on forecasting software.

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.

I really like using this product and it’s very helpful in managing my business expenses.

The on Board rep was great to work with and took his time to get you comfortable with the system, didn't rush you through it.

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.

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.

Tallie is excellent at handling expense and credit card reports between end users, Quickbooks, and Bill.com. It works well most of the time.

Reimbursement during the peak travel times also means the money is in the employee hands by the time the credit card bill comes.

Easy end user interface on web and smart phone. Relatively easy to set up compared to other apps.

Super Easy to Track Expenses and Reimbursements.

I can recommend it...it is the least stressful and complicated software I have used.

It has also saved paper costs, since I no longer have to make copies of my receipts. I can even upload PDFs of my receipts from online orders instead of having to print them out and take a photo.

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

Take it anywhere you can go. Also  customer service is right there if you need help.

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.

It eliminates paperwork from our employee reimbursement process and integrates with QBO, our ERP. Our employees love it and it has reduced the turn around time  on reimbursing employees dramatically.

When everything is working, the software is awesome and really supports a fast, electronic, seamless expense reporting process for Quickbooks.

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.

The interface of this website is very easy to use.

This is so great i love using this system very fast and great quality. I also love how teh depositis.

After acknowledging problems with their product, zero effort to make correction or compensate end user for their wasted time.

Great for adding and tracking credit card receipts. It's easy for employees to upload/enter expense report transactions/receipts.

Terrible software - ADMINs & Startups - avoid like the plague.

Managing mine and my team's expenses is a pain but this software limits that pain to a manageable amount by being simple and efficient.

Tallie's virtual capture and credit card integration make it easy to run collect and process expense reports.

Ease of use, ability to attach receipts, approval trail.

US Dollar

Starting at $99/mo, PlanGuru is designed for SMB's and their Advisors. PlanGuru's sophisticated methods allow you to budget and forecast for up to 10 years without having to create formulas. Plus you get cash flow projections, financial ratios and debt modeling tools to help you evaluate and improve your business performance. QuickBooks, QuickBooks Online, Xero & Excel compatible. Free 30 Day Trial.


LongDescription

Forecasting

Projections

Consolidation/Roll-Up

Multi-Department/Project

Multi-Company

Budgeting/Forecasting

Cash Management

Income & Balance Sheet

"What If" Scenarios

Profit/Loss Statement

Windows 7

Windows Vista

Windows XP

Web browser (OS agnostic)

Windows 2000

Windows 8

Windows 10

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

PlanGuru

Live Online

Webinars

Documentation

Videos

Tallie is a cloud-based expense management application built with smaller businesses in mind. It offers various features such as approval workflows, expense reporting, receipt processing, expense policy management, mobile access, multi-currency support and data synchronization.

First launched in 2012, Tallie facilitates third-party integration with various accounting applications including QuickBooks Online, Xero, QuickBooks Desktop, NetSuite, or Sage Intacct. Additionally, its partnership with Bill.com enables users to streamline their payment processing process.

The platform is a part of the Emburse and enables small businesses to streamline their expense management operations via mileage tracking, duplicate de-duping, employee reimbursement, credit card reconciliation and more.

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

Spend Control

Mobile Receipt Upload

Approval Process Control

Categorization/Grouping

QuickBooks Integration

Mileage Tracking

Audit Trail

Multi-Currency

Compliance Management

Credit Card Management

Workflow Management

Real-Time Updates

Time & Expense Tracking

Receipt Management

Accounting Integration

Expense Tracking

Audit Management

Real Time Reporting

Corporate Card

Reimbursement Management

Third-Party Integrations

Accounts Payable

Billing & Invoicing

Accounts Receivable

Spend Analysis

Mobile App

Core Accounting

General Ledger

For Small Businesses

Mac OS

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

PlanGuru vs Emburse Tallie

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