User Reviews Overview
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,...
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- Used Weekly for 2+ years
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Review Source
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.
- Industry: Professional Training & Coaching
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Great product for small businesses
I feel this is a feature-rich, customizable and easy to administer accounting tool. I would recommend it to others, especially to small businesses (<40staff) who are looking for a reasonably priced solution. If you have more 40 employees, it may not meet your expanded needs.
Pros
This product has served us well for about 5+ years. We were able to configure it for reporting of expenses as well as tracking hours worked. Additionally, the ability to do quick exports to QuickBooks Online for billing and payments makes expense reimbursement easy. Billable items are easily added to client invoices along with details and receipt attachments.
Cons
Tallie has been "flaky" recently. Some staff have reported issues with expense entry. On the Admin side, I have had occasional problems getting approved reports to export to QuickBooks Online. Support has always been helpful and able to resolve the issue, but has occasionally taken a few days to complete.
- Industry: Broadcast Media
- Company size: 11–50 Employees
- Used Weekly for 2+ years
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Review Source
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.
Top Tallie Alternatives
- Industry: Real Estate
- Company size: 2–10 Employees
- Used Weekly for 6-12 months
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Review Source
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.
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.
- Industry: Mental Health Care
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
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.
- Industry: Research
- Company size: 51–200 Employees
- Used Weekly for 2+ years
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Review Source
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.
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.
- Industry: E-Learning
- Company size: 51–200 Employees
- Used Weekly for 1+ year
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Review Source
Easy Expense Software
Pros
This software is VERY easy to use. You can take a photo of the receipts with your phone and upload them to the app or via email so you don't have to worry about loosing receipts. You can also link a card which is great if you have a card you JUST use for business (like I do). The milage is also great, although it is MUCH better on the app then on the web portal.
Cons
The Tallie mobile application can sometimes freeze, which forces me to use the web portal. This is not ideal when traveling. It is also MUCH easier to move expenses around on the web portal via drag and drop than it is on the app.
- Industry: Computer Software
- Company size: 201–500 Employees
- Used for 1+ year
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Review Source
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.
- Industry: Accounting
- Company size: 51–200 Employees
- Used Weekly for 1+ year
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Review Source
Easy to use as an employee
Pros
As an employee, it is a great centralized way to submit all of my expenses and have them approved. It so much better than submitting hard copies of all my receipts. Also, the mobile version (and the picture taking capability) is very convenient.
Cons
These could just be policy settings, but all of the time, I get notifications that say the expense reimbursement is "out of policy" but that is not really the case. Also, certain expense categories or other settings are occasionally hidden for some unknown reason. Outside of these bugs, the software works great.
- Industry: Marketing & Advertising
- Company size: 51–200 Employees
- Used Weekly for 2+ years
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Review Source
Tallie
Pros
Tallie provides a very straight-forward and user friendly system in which employees can easily upload expense reports and track purchases simply by snapping a photo of their receipt.
Cons
Sometimes the system can be very slow to upload receipts.
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Weekly for 6-12 months
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Review Source
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.
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.
- Industry: Retail
- Company size: 11–50 Employees
- Used Weekly for 6-12 months
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Review Source
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.
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.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Weekly for 6-12 months
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Review Source
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.
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.
- Used Daily for 2+ years
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Review Source
Selected Tallie as our firm's T&E reporting tool of choice based on overall ease of use and...
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.
- Industry: Electrical/Electronic Manufacturing
- Company size: 1,001–5,000 Employees
- Used Weekly for 2+ years
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Review Source
Integration with Amex issues
Pros
We used this as an expense management for 100 sales employees. Reimbursement was via check and also receipt submission for Amex cards.
Cons
The Amex portion was linking to multiple people and it did not make sense. It took us 6 months to fixture out there was not enough detail exposed to tallie with respect to the card number (we were only showing last 4 and Amex needs the last 7 or 8 digits to prevent duplicate numbers being shown) tallie support was of no help to us and we ended up abandoning the software because our accounting team did not want to take ownership in getting this to work properly.
- Industry: Religious Institutions
- Company size: 2–10 Employees
- Used Monthly for 1+ year
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Review Source
A Great Way to Submit Receipts!
It has reduced the amount of time I spend on my expense reports each month. It has also saved paper costs, since I no longer have to make copies of my receipts. I can even upload PDFs of my receipts from online orders instead of having to print them out and take a photo. Although I was leery of using an app for my expense reports at first, Tallie definitely won me over.
Pros
When I submit my receipts each month, instead of having to fill out a form and make copies of my receipts, I can use my phone to take pictures of them and upload them into Tallie. From there, I can assign each to a line item, describe the expense, and then submit my expense report.
Cons
It does not always show the receipt I uploaded right away on the website. Usually it says, "receipt uploaded" and then I have to click out of that screen and then return to it to see that receipt. This isn't a huge problem, since I usually have the receipt or the receipt image right in front of me. I find it difficult to use the mobile version just because it's harder to submit receipts via app due to the size of the screen. Sometimes the site takes a little extra time to load. All these are minor issues.
- Industry: Mental Health Care
- Company size: 51–200 Employees
- Used Daily for 6-12 months
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Review Source
I use Tallie in my current position to track expenses such as reimbursements and mileage.
Tallie makes entering receipts and mileage reimbursements onto any device easy!
Pros
I like how you are able to easily upload documents such as photos of reciepts, and the system auto-fills some information. This saves time and is easy to do from any device! The interface of this website is very easy to use.
Cons
My only complaint about Tallie is that you have to manually turn on "billable,"--at my organization all of the expenses we enter are billable.
- Industry: Sports
- Company size: 51–200 Employees
- Used Weekly for 2+ years
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Review Source
Easy to Use Reimbursement Platform
I am extremely satisfied with the platform, and very good tech support.
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.
- Industry: Biotechnology
- Company size: 11–50 Employees
- Used Weekly for 6-12 months
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Review Source
Expense Reporting
Managing mine and my team's expenses is a pain but this software limits that pain to a manageable amount by being simple and efficient.
Pros
I have used several different expense reporting software platforms over the past few decades and this is by far the best one I have experienced. I travel a lot so end up with pocket full of receipts both for cash expenses and for the company credit card.....the simplicity with which you can enter receipts or calculate mileage for example makes the month-end chore of expense reporting very easy. I can recommend it...it is the least stressful and complicated software I have used.
Cons
nothing in particular strikes me as bad about this.....
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Weekly for 1+ year
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Review Source
Tallie for Credit Cards
Overall this is a really good software. We use it mostly for credit card tracking. It's easy to upload receipts and assign specific codes.
Pros
Very easy to upload credit card statements. Great for adding and tracking credit card receipts. It's easy for employees to upload/enter expense report transactions/receipts.
Cons
Not always able to "add" a card that requires security code. Sometimes the "syncing" doesn't work making it difficult to complete certain tasks.
- Industry: Management Consulting
- Company size: 11–50 Employees
- Used Weekly for 6-12 months
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Review Source
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.
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.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Weekly for 1+ year
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Review Source
Awesome app for expense tracking
We provide client accounting services to small businesses. We researched and tested a number of expense tracking apps before we started recommending Tallie to our Clients
Pros
Easy end user interface on web and smart phone. Relatively easy to set up compared to other apps. Good integration with Bill.Com, QuickBooks etc
Cons
Cost is mitigated by time savings over more manual processes but is a barrier for some organizations. Integration with QuickBooks vendor list.
- Industry: Consumer Services
- Company size: 51–200 Employees
- Used Weekly for 1+ year
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Review Source
Tallie makes it easy
Pros
This product is easy to use and track expenses
Cons
I would like to see the most frequent addresses saved somehow
- Industry: Financial Services
- Company size: 51–200 Employees
- Used Weekly for 2+ years
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Review Source
Two thumbs up for Emburse Tallie
Pros
From the setup to the integrations, Tallie was easy to implement
Cons
Sometimes the support can take a few days, but I have no complaints about the product
- Industry: Management Consulting
- Company size: 11–50 Employees
- Used Weekly for 1+ year
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Review Source
Tallie for expense reporting
Good, dependable tool, easy to learn.
Pros
Easy to send receipts. I just photo and email after each purchase. Easy to create reports. It helps to be able to create a specific title so you don't confuse expense reports.
Cons
Doesn't default to last choice or frequent choice, so takes a little more work to select from options.
