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

34 Reviews of Tallie Time & Expense

Average User Ratings

Overall

4.24 / 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

(3)

3

2 stars

(0)

0

1 stars

(2)

2

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 34 results

November 2017

Claudia from consulting

Verified Reviewer

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

Verified Reviewer

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.

May 2020

Bret from Upspecified

Verified Reviewer

Company Size: 11-50 employees

Industry: Broadcast Media

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

1.0

Functionality

5.0

May 2020

Slow Customer Support - Won't Fix Bugs

Pros

Tallie is excellent at handling expense and credit card reports between end users, Quickbooks, and Bill.com. It works well most of the time. It does a really good job and is easy to use.

Cons

I have become increasingly frustrated with the development team and support team at Tallie. It's absolutely horrible. There are bugs which have plagued us for years, and they won't fix them. I've pointed them out and gone through proper channels of reporting. They just don't seem to care. Some of these are minor graphical bugs that confuse my users. But it doesn't matter, they don't improve their software. As a result of other bugs they refuse to fix, I have to regularly contact them to do "back end syncs" to fix glitches. But their customer support has become absolutely horrible. So, just to get them to click the button on their end to do the "back end sync" I have to wait at least 24 hours. And if I have a support issue that requires back and forth, they take at least 24 hours for each reply - so be prepared for 3-4 days to get something simple resolved. I suspect that because they refuse to put time into development and fixes, their support staff is overburdened dealing with lingering bugs. When we onboarded them a few years ago their support was great - but at this point I can no longer recommend them.

February 2020

Jeremy from Corptax

Verified Reviewer

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.

November 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: More than 2 years

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.