Detailed Pricing & Specifications print this page

Select a Topic

Pricing

Back to Top
ALL ACCOUNTS
ONE-ON-ONE IMPLEMENTATIONS
  • A Tallie Product Expert will assist you in a custom data integration and sync solution setup
  • A one time implementation fee covers new account setup, lifetime employee training, and live U.S based technical support (email and phone)
  • Contact Tallie Sales to schedule your implementation session
  • CONTACT TALLIE SALES
*Active user is defined as any user who creates an expense in his or her Tallie account during the billing period. Creating an expense is defined as any action that creates a new expense tile on the Purchases page. This includes scanning a receipt, manually entering expense details, calculating mileage, or importing a credit card transaction. Activity tracking begins once the account is 14 days old, enabling employees to become familiar with their accounts without incurring charges.

Data Capture

Back to Top
Simple Intuitive Interface
  • Expenses generated from receipt photo
  • Little to no data entry required
  • Simple drag and drop user interface
  • Drag receipts to your browser
  • Drag expenses between reports
  • One-click expense report creation
  • Easy resolution of duplicates & policy violations before report submission
Flexible Credit Card Management
  • Import corporate or personal credit card data
  • Map company credit card transactions to General Ledger Account
  • Real time synchronization with providers
  • Auto-match credit card expenses with receipts
  • Simple reconciliation statement matching
Mobile
  • iPhone app
  • Android app
  • Mobile browser support
  • Email receipts from any device using receipts@usetallie.com
Flexible Mileage
  • Auto-calculate mileage and expense based on destination input
  • Pin-drop map image associated with all Mileage calculations for auditing
Foreign Currency Support
  • Auto-convert foreign currency based on daily FX spot rate

Compliance & Internal Controls

Back to Top
Policy Controls
  • Auto-identify duplicate expenses, with quick merge feature
  • Auto-flag out of policy expenses for employees
  • Policy violation alerts for approvers and administrators
  • Receipt required minimum
  • Set expense limits per category, per day, or per item
Approval Routing
  • Automatic expense approval routing based on company policies
  • Supports complex approval chains
  • Automatic dollar-based approval routing
  • Project- or employee-based approval routing
  • Quick expense report approval by email
Powerful Data Analytics
  • Run analytics and reports for all expenses
  • Sort data based on merchant, category, user, or department over any time period
  • Export to CSV, TSV, XLS or PDF
Flexible Project Accounting
  • Manage project, department and expense category access by user
  • Flag expenses as billable back to client
Flexible Expense Categories
  • Auto-categorize expenses based on your company GL
  • Manage expense categories and amount-based rules based on company groups
  • Smart categorization learns vendor categorization based on employee usage

Data Integration

Back to Top
Accounting Systems
  • Seamless bi-directional integration with QuickBooks
  • Export expenses into custom CSV
  • Batch print reports to PDF with accounting distributions and receipt images
Multi-destination Export
  • Send reimbursable and corporate credit card expenses to different locations
  • One click multi-destination export for reimbursable and corporate credit card expenses
Payroll Systems
  • Quick file export to payroll provider of your choice (ADP, Paychex, etc.)
  • Customize your export file based on department and account
Payment Reimbursements
  • Seamless, bi-directional integration with Bill.com
  • Configure custom CSV export for any payment provider
Document Storage
  • Seamless integration with SmartVault
  • Batch print receipts for archive
Flexible Export
  • Export bills, checks, or journal entries based on your requirements

Technology & Security

Back to Top
Security
  • Highly scalable enterprise-ready infrastructure built from the ground up
  • Distributed, durable, decoupled environment
  • Firewalled cloud servers
  • 4096-bit SSL Encryption
  • Supports Oauth and OpenID single sign-on
System Features
  • Native, seamless bi-directional integrations
  • Continuously in Sync
  • Thin client façades
  • Active API support
Cloud
  • Receipt storage and processing
  • Comet push technologies
  • Cloud-to-cloud communications with third party services
Advanced Computer Science
  • Proprietary optical character recognition (OCR) technology based on behavioral vectoring
  • Custom learning algorithms
  • Non-boolean duplicate identification
Web 3.0
  • HTML5 compliant, CSS3, LESS, CoffeeScript, RIA-based front-end
print this page