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.


Supported Operating System(s):

Mac OS, Windows 10

33 Reviews of Tallie Time & Expense

Average User Ratings

Overall

4.27 / 5 stars

Ease-of-use

4.5

Value for money

4.0

Customer support

4.0

Functionality

4.5

Ratings Snapshot

5 stars

(17)

17

4 stars

(12)

12

3 stars

(2)

2

2 stars

(0)

0

1 stars

(2)

2

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 33 results

November 2017

Claudia from consulting

Time Used: More than 2 years

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

Time Used: More than 2 years

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.

February 2020

Jeremy from Corptax

Company Size: 201-500 employees

Industry: Computer Software

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Functionality

4.0

February 2020

Travel for work is so much easier now

We needed to get expenses submitted near time to the engagement to bill quickly. Reimbursement during the peak travel times also means the money is in the employee hands by the time the credit card bill comes

Pros

Scanning my receipts while I'm traveling means I don't have to hang on to them until I can get back to the office. And I can submit my expense reports near time instead of at the end of the peak travel season.

Cons

Forwarding a receipt from email to system sometimes ends up with an extra receipt of the basic email instead of just the pdf attached. Usually have to access the web version to correct that, but not always. So most can be done with the phone app.

January 2020

John from Auregen Biotherapeutics

Company Size: 11-50 employees

Industry: Biotechnology

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Functionality

4.0

January 2020

Expense Reporting

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.

Pros

I have used several different expense reporting software platforms over the past few decades and this is by far the best one I have experienced. I travel a lot so end up with pocket full of receipts both for cash expenses and for the company credit card.....the simplicity with which you can enter receipts or calculate mileage for example makes the month-end chore of expense reporting very easy. I can recommend it...it is the least stressful and complicated software I have used.

Cons

nothing in particular strikes me as bad about this.....

December 2018

Kurt from SSD

Company Size: 11-50 employees

Industry: Retail

Time Used: Less than 12 months

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.