Tallie 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Tallie

4.4

(51)

Pricing

Starting at $90.00 per month

About Tallie

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.

Tallie Screenshots

Tallie Pricing and Plans

Starting price: $90.00 per month

Free Trial

Free Version

Basic accounting

$90.00

flat rate, per month

Plan includes:

Bank and Credit Card Support
Billable Expenses
Custom Export Templates
Duplicate Detection
Email Approvals
Email Receipt Forwarding
Executive Assistant
Expense Tracking
Expense Trends
Flexible Approval Chain Configurations

Cash Control

$160.00

flat rate, per month

Plan includes:

Bank and Credit Card Support
Billable Expenses
Credit Card Statement Remittance
Custom Export Templates
Duplicate Detection
Email Approvals
Email Receipt Forwarding
Executive Assistant
Expense Reimbursements
Expense Trends

Enterprise

$350.00

flat rate, per month

Plan includes:

Bank and Credit Card Support
Billable Expenses
Custom Export Templates
Duplicate Detection
Email Approvals
Email Receipt Forwarding
Executive Assistant
Expense Tracking
Expense Trends
Group Assignments

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Tallie Features

Popular features found in Expense Report
Accounting Integration
Audit Trail
Automated Receipt Matching
Compliance Management
Corporate Card
Expense Claims
Mobile Receipt Upload
Multi-Currency
Reimbursement Management
Spend Control
More features of Tallie
Accounting
Accounts Payable
Accounts Receivable
API
Approval Process Control
Approval Workflow
Audit Management
Billing & Invoicing
Categorization/Grouping
Credit Card Management
Expense Tracking
For Small Businesses
General Ledger
Mileage Tracking
Mobile Access
Policy Management
Real-Time Reporting
Real-Time Updates
Receipt Management
Spend Analysis
Third-Party Integrations
Time & Expense Tracking
Workflow Management

Tallie Integrations

BILL Accounts Payable & Receivable

Xero

QuickBooks Online Advanced

Sage Intacct

QuickBooks Online

Tallie User Reviews

Overall Rating

4.4

Ratings Breakdown

57%

31%

Secondary Ratings

Ease of Use

4.4

Value for money

4.3

Customer support

4.2

Functionality

4.3

Jordan H.

Verified reviewer

Wireless

51-200 employees

Used weekly for less than 6 months

Review source

Reviewed December 2017

Submitting expenses is MUCH easier with Tallie.

Ratings Breakdown

Ease of use

Functionality

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.

Michael S.

Verified reviewer

Information Technology and Services

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Kurt F.

Retail

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Rod R.

Verified reviewer

Management Consulting

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed August 2023

A very handy tool, to manage receipts and expenses, especially when traveling.

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

Ratings Breakdown

Ease of use

Functionality

Pros:

The mobile app is especially helpful in managing receipts and generating expense reports. Having mileage reporting, and different receipt. Options on the main page is very helpful.

Cons:

The desktop application is actually less helpful than the mobile app, and it’s less intuitive to use.

Samuel A.

Verified reviewer

Sports

51-200 employees

Used weekly for more than 2 years

Review source

Reviewed September 2023

Easy to Use Reimbursement Platform

I am extremely satisfied with the platform, and very good tech support.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Ease of use, intuitive, reliable, dependable, cost-effective.

Cons:

I can't really think of a feature or something specific that I do not like about Tallie.

Amy P.

Accounting

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Functionality

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.

Kira E.

Verified reviewer

Real Estate

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed January 2024

Great for Small Business

Overall Tallie was a great program when we were a very small company with limited rules. However as we got larger and needed more regulations, we needed to switch to another Emburse program.

Ratings Breakdown

Ease of use

Functionality

Pros:

Tallie is great at being able to reconcile credit card statements. You can put a certain amount of rules on each expenditure needs. You can add multiple pictures for long receipts. It is an easy to use platform.

Cons:

The rules cannot be separated out by position type. This is not great for companies that have spending limits that are different for different types of employees. The other issue that I do not like with Tallie is that receipts do not auto match. When there is a 2-3 day lag, it is hard to remember to go back and upload a receipt.

Ellen N.

Verified reviewer

Consumer Services

51-200 employees

Used weekly for less than 2 years

Review source

Reviewed July 2023

Tallie makes it easy

Ratings Breakdown

Ease of use

Functionality

Pros:

This product is easy to use and track expenses

Cons:

I would like to see the most frequent addresses saved somehow

Cheryl W.

Used daily for more than 2 years

Review source

Reviewed November 2017

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

John L.

Verified reviewer

Research

51-200 employees

Used weekly for more than 2 years

Review source

Reviewed April 2021

BNI Tallie Review

Our employee reimbursement for business expenses was a manual, labor intensive process, especially for a small organization that has limited resources for personnel. Now with Tallie we have freed up that person 100% and have drastically reduced the turn around time for reimbursing employees.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

The reporting is a little limited, but not at all restricting. We have 80 employees and this system covers all our reimbursement needs.

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