Learn how employees use
Tallie expense report software.
Tallie online expense report software automates the expense report process at every step, for employees and approvers
Request a Demo
Tallie online expense report software automates the expense report process at every step, for employees and approvers
Request a Demo
Tallie reads it for merchant, date and amount then creates an expense line item.
WATCH A VIDEO OF A TALLIE MOBILE RECEIPT SCAN
Connect Tallie to your bank account for any credit card, including corporate credit cards. Choose to import groups of charges, or by transaction.
MANAGE CREDIT CARD TRANSACTIONS WITH TALLIE
Touch "Start" at the beginning of your trip. When you reach your destination, touch "Stop." Or enter departure and destination addresses after your trip and Tallie will calculate the mileage.
LEARN MORE ABOUT OUR MOBILE APPLICATIONS
Tallie quickly and accurately reads email receipts. Simply forward receipts from merchants such as Amazon and Uber to Tallie. Tallie will recognize your email address and automatically generate the expense.
AUTOMATE RECEIPT CAPTURE WITH TALLIE
Tallie processes expenses to create
and categorize all items on your
expense report.
Receipt Data Scan: Tallie uses Optical Character Recognition (OCR) algorithms to identify key expense data for import in seconds.
Automated Credit Card Matching: Tallie's Duplicate Identification technology matches credit card transactions with receipts.
Auto-Categorization: Tallie learns how to code your transactions based on experience. This saves time and reduces errors.
Expense Report Assignment: Tallie bundles your expenses into reports. Drag and drop transactions between reports with a single click.
WATCH A VIDEO OF RECEIPT SCANNING AND EXPENSE AUTO-CATEGORIZATION
Tallie points out potential duplicate transactions and policy violations prior to expenses being submitted. This allows employees to make corrections quickly and reduces the number of rejected expense reports.
Tallie tracks your expenses for strong project accounting. Customize your expense categories and up to five additional fields including Customer, Job, Class, Department, and Location.
Tallie detects potential duplicates by comparing each receipt with all the expense items in your account.
Set your policies and Tallie will flag the exceptions. For clarity, each exception includes a description of the policy, configured as strict requirements or warnings.
Tallie shows you where each expense report is in the approval process and sends an email confirmation once each report is approved.
Tallie keeps tabs of outstanding items and automatically reminds your team when it's their turn to act.
Tallie notifies approvers when reports are submitted and reminds employees of outstanding reports.
Tallie notifies employees once their expense reports is approved.
Employees can easily track the status of their reports and remind approvers at the touch of a button.
Managers can view receipts and approve or
reject single line items or complete expense reports.
Your team can enter and view source documentation such as receipt images and mileage maps via browser or mobile.
All mapping + coding assigned on expense items can be viewed via email. This ensures a quick, complete review.
Accountants and administrators can edit and annotate reports prior to sending them to the accounting system.
The same supporting documentation, expense policy warnings, and duplicate detection flags are presented to managers for efficient review.
With Tallie’s unique Admin Overview feature, gain a comprehensive view of all system spend. Take control of every expense submission and report to ensure timely processing.
Calculate the real-time total of outstanding spend not yet accrued in your liability accounts to make informed expense forecasts.
Examine expense reports at each stage, understanding which users have outstanding reports and which approvers the company is waiting on for review.
Evaluate levels of compliance at your company by reviewing all policy violations in the system in one place.
Clear bottlenecks by sending users and approvers system-generated reminders to take action or submit and approve reports on their behalf.
Whether you are operating a multi-location enterprise or a small family business, you can configure Tallie to your needs.
Tallie connects to QuickBooks Desktop, QuickBooks Online, Sage Intacct, Oracle NetSuite, Xero and/or Bill.com accounts, importing the information you need for a quick setup and easy ongoing maintenance.
Tallie allows you to tailor what each person and/or team sees, speeding the time to enter data and reducing the number of misclassifications.
Create the expense categories you need and map them to your accounts for accurate tracking.
Tallie supports multi-level approval chains. Add manager and project approvers and/or spend thresholds.
Use Tallie's policy engine to enforce corporate spend guidelines. Tallie allows you to create rules by expense category and/or by spend limit.
Tallie builds and supports all of its award-winning accounting integrations, providing you with the confidence that every export will be smooth, accurate, and backed-up by experts.
LEARN MORE ABOUT CONFIGURATIONS IN TALLIE
Streamline and simplify your credit card accounting process with Tallie.
Tallie + Emburse Cards allows organizations to issue virtual and physical cards to employees, giving your employees the freedom to spend while ensuring financial control with auto-enforcing policies.
Tallie makes it easy to calculate your month-end expense accrual. Simply run the accrual report to see all of the expenses that have yet to be submitted and/or exported to your accounting system.
Our machine learning algorithms learn how to code your card transactions to eventually be able to auto-assign Departments, Classes, and Locations based on users and/or projects. Then, based on the billing cycle, Tallie will auto-generate one expense report per card to match your upcoming statement.
For businesses that have their own corporate cards already, Tallie will import cards with multiple accounts. Business owners can then assign each card to the appropriate individual. This process allows owners the ability to streamline the team's experience.
Our Emburse Cards integration empowers you to issue and manage your own corporate credit cards with auto-enforcing controls.
Instantly create a virtual card for immediate use or mail a physical card to an employee in 3-5 business days. All cards are managed through Emburse and can be deactivated with one click at any time.
Easily apply your company policies by setting rules - such as a hard budget or merchant types. Any purchases made outside of your guidelines is automatically declined, and alerts an admin.
Accrue rewards on every dollar your organization spends. You'll earn up to 1% cash back which is credited to your account monthly.
Reach us at help.tallie.com
A Tallie Product Expert will help configure your account unique to the needs of your business and configure your ERP sync. Pricing starts at $500.
Tallie offers weekly and bi-weekly end user, approver and administrator training webinars to all customers and free trial account holders.
Customers and accounting partners can benefit from additional strategic services and dedicated support by signing up for the Tallie Key Program.
Ready to see what Tallie can do for your company? Schedule your personal Tallie product demo today.
A one-on-one product demo is the best way to find out if Tallie expense report software is the right fit for your company.
