Tallie + Intacct: Comprehensive Corporate Expense Report Workflow
What Makes Tallie + Intacct the Best Solution for Your Business?
Offer your team an intuitive interface for recording, submitting and approving expense reports.
Tallie fully supports all Intacct entity and dimension configurations.
Streamline your invoicing workflow by dynamically adding expenses and receipts to Intacct invoices.
Guarantee that expenses meet the requirements of your corporate expense policies and Intacct system configuration before they hit your P&L.
Guarantee that expenses meet the requirements of your corporate expense policies and Intacct system configuration before they hit your P&L.
Secure, accurate sync between Tallie and Intacct without the wait.
Tallie easily tracks expenses against all Intacct dimensions
Each Tallie expense can be tracked against your custom-named Intacct dimensions. Then, Tallie Expense Reports are transformed into Intacct Bills, Expense Reports or Charge Card Transactions with full line item detail and original source documentation.
Quality Comparison
| Integration Quality | Tallie | Concur | TriNet Expense |
|---|---|---|---|
| Activity-Based Sync with Intacct | • | ||
| Accounts, items, projects, customers, vendors, classes, departments, locations, employees & expense types always in sync | • | ||
| Connect via Intacct Console credentials | • | • | • |
| Complete multi-entity support from one account | • | ||
| Export to multiple entities simultaneously | • | ||
| Expense report details and receipt images sent to Intacct with transactions | • | ||
| Map expenses to accounts and/or items | • | ||
| Export reimbursable expenses to Accounts Payable module | • | • | • |
| Export reimbursable expenses to Time & Expense module | • | • | • |
| Export non-reimbursable corporate card transactions to Cash Management module | • | • | • |
| Export non-reimbursable corporate card transactions aggregated by statement to Accounts Payable module | • |
| Expense Software Quality | Tallie | Concur | TriNet Expense |
|---|---|---|---|
| Mobile App | • | • | • |
| Rapid receipt processing (average less than 60 seconds) included with all accounts at no extra charge | • | ||
| Auto-match receipts with credit cards included with all accounts at no extra charge | • | ||
| Smart expense categorization | • | ||
| In-process policy alerts | • | ||
| Duplicate transaction detection based on data similarity and past behavior | • | ||
| Expense report review & approval via email | • |
| Client Support | Tallie | Concur | TriNet Expense |
|---|---|---|---|
| Same day, turnkey implementation and admin training | • | ||
| U.S.-based support by phone | • | ||
| U.S.-based support by email | • | ||
| U.S.-based support by live chat | • | ||
| Weekly client training webinars | • |
"Our team now spends 50% less time managing expenses. Combined with their top quality customer support and product training, Tallie truly is the best expense management solution for any business."
Jilbert Washten, CFO of Ascentis and Intacct customer
How Tallie works
Minimal Data Entry
Tallie uses OCR technology to read most receipts in fewer than 60 seconds. Tallie learns how to automatically categorizes your expenses based on behavior & experience.
Tools for Fraud Protection
Robust approval controls and immediate policy alerts enhance your companyís internal controls.
Automatic & Bi-Directional Data Sync
Tallie builds and supports all integrations and passes the quality and savings on to you!
Award-Winning Client Support
Turnkey Setup
Same-day account setup with a Tallie technical expert.
Training
New customer training sessions and continuous education for new Tallie features.
1-on-1 Support
Lifetime, U.S.-based technical support.
"Tallie's real-time, no-click, sync with Intacct has helped our clients simplify their expense management process."
Lavoie CPA PLLC
The Seamless Expense Report Solution for Intacct
McGladrey selected Tallie for use with Intacct to offer a comprehensive expense management solution to their outsourced accounting clients because Tallie is the sole expense report software to support all Intacct dimensions, dimension names, and multi-entities from one single account. We offer the industry's only instant, real-time, and automatic data sync with Intacct, which we call Activity-Based Sync. When a dimension record is edited in Tallie, the update isex reflected immediately in Intacct, and vice versa. No third party connectors, no nightly scans, no clicking.
Learn More at Our Blog
Peek Under the Hood: Tallie's comprehensive integration with Intacct
Together, Tallie and Intacct provide a complete automated expense management solution for mid-sized businesses. Read this article for a closer look at a few of the integration details.
Announcing Multi-Entity Shared Environment for Tallie and Intacct Users
We're proud to announce the first multi-entity shared environment for Tallie and Intacct users! Now you can access all your Intacct entities through a single console account.
Tallie Wins 2015 CPA Practice Advisor Tax & Accounting Technology Innovation Award
The CPA Practice Advisor awarded Tallie with their Tax & Accounting Innovation Award for its Intacct integration. Our Intacct integration allows customers to access their Intacct entities and clients through a single set of credentials. This is Tallie's second year receiving the award.
Request a Demo
Ready to see what Tallie + Intacct can do for your company? Schedule your personal Tallie product demo today.
A one-on-one product demo is your opportunity determine whether Tallie is the right expense report management tool for your company.