Tallie Time & Expense Software


 

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.

 

Tallie Time & Expense - Mobile screen
 
  • Tallie Time & Expense - Mobile screen
    Mobile screen
  • Tallie Time & Expense - Mobile Receipt
    Mobile Receipt
Supported Operating System(s):
Mac OS, Windows 10

23 Reviews of Tallie Time & Expense

 

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Software Advice Reviews (8)
More Reviews (15)

Showing 1-8 of 8

Melinda from RMC
Specialty: Accounting / CPA
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Great expense reporting

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Easy for all. The app makes it simple to track travel expenses and keeps the receipts and mileage for easy reporting.

Cons

Can be a little pricey for small business owners. Set-up can be difficult and time consuming for unknowing users.

Review Source
 
 

Gregory from Accelify
Specialty: Education
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

Tallie Make Life Simpler

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Tallie is a simple platform for expense report building and submission. You can drag and drop receipts right into the web portal and the submission is very simple.

Cons

The Tallie mobile application freezes a lot which forces me to use the web portal. This can be frustrating when traveling and trying to do your expense reports on the fly.

Review Source
 
 

Meredith from Streamlined Accounting Strategies LLC
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Awesome app for expense tracking

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 

Amy from Streamlined Accounting Strategies
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

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.

Review Source
 
 

Gabe from NWL
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Convenient and easy way to track expenses!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Convenient to use, great mobile app! You can take a picture of receipts with your phone and submit right there via app or email, no need to keep track of loose receipts!

Cons

A little confusing at first. Sometimes it’s a bit slow to upload receipts. I prefer the app to the desktop version.

Review Source
 
 

Cheryl from MVP Advisory Group
Specialty: Consulting
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2018

January 2018

Tallie for expense reporting

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

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.

Review Source
 
 

Karen from Red Duck Foods
Specialty: Food / Beverage
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

Tallie Saves Time on Receipt Tracking

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

I like that it's an easy and simple way to get my team to track receipts. It certainly helps us maintain backup for all our expenses.

Cons

There are many features in Tallie that are unnecessary and that we never seem to use. We don't need to track mileage with the app. The contractors that we do reimburse for mileage are not tech-savvy enough to use the app, so we stick with our existing systems.

Review Source
 
 

Tiffany from Access One
Specialty: Telecommunications
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2017

December 2017

Does the job

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Overall, a good value.

Pros

Clean interface
Has an app, so receipts can be uploaded via app, emailed, or uploaded via desktop
Expenses recognized by Amex pre-populates

Cons

At first, using Tallie can be somewhat confusing, but becomes more intuitive over time. Beware that if you email the receipt to Tallie, your signature may cut off the actual receipt.

Review Source
 
 
 
Showing 1-15 of 15


November 2018

November 2018

Good for Large Businesses

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Eddie from YouthEra

July 2018

July 2018

I love this website, i use this on the daily basis!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It's easy and fast to use and its simple!

Cons

Sometimes it lags and it doesnt have the right address also doesnt load fast!

Review Source: Capterra
 

Carlos from Youth Era (Previously Youth Move Oregon)
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2018

July 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Demario from Youth ERA

July 2018

July 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

superfast and can download it on your phone. Take it anywhere you can go. Also customer service is right there if you need help.

Cons

I would say that when you take a picture of something on the mobile phone sometimes it will not show up acuartly.

Review Source: Capterra
 


July 2018

July 2018

Easy to use as an employee

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: Capterra
 


May 2018

May 2018

Simplify the life of your finance team and your employees with an expense app!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: GetApp
 

Jordan from ProntoForms
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2017

December 2017

Submitting expenses is MUCH easier with Tallie.

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
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.

Review Source: GetApp
 

Cheryl from CloudPoint Accounting

November 2017

November 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: Capterra
 

Claudia from consulting

November 2017

November 2017

Useful for recordkeeping as well

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: GetApp
 

Brian from 4tell Solutions
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

I prefer Nexonia but they're essentially the same

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Dan from Tanner

February 2017

February 2017

Perfect for Expense Management - No More Paper Receipts

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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!

Review Source: Capterra
 

Rick from CSPA

January 2017

January 2017

Used to be good

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Review Source: Capterra
 

Shannon from EveryThing QuickBooks

December 2016

December 2016

Expense Mgmt with Class and Job

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Bailey from Sigstr

December 2016

December 2016

Finally!!

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

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.

Review Source: Capterra
 

Dahna from Exari

November 2016

November 2016

Ease of use is key

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Review Source: Capterra