Tallie

An on-the-go expense management solution.

Tallie Details

Price Starting at $90.00
Rating
4.3/5 based on 106 reviews on G2
Business Function
Industry
Compatibility Xero, Sage, Intacct, QuickBooks (Pro, Premier, Enterprise), QuickBooks Online
Developer Emburse

What is Tallie?

Tallie by Emburse is a robust expense management platform with comprehensive features to serve diverse businesses. Tallie enhances the accounting team’s productivity by automating the expense reporting and management process.

Tallie was launched in 2012 as a solution for small businesses’ expense tracking and reporting needs. However, over the years, it has evolved into a powerful tool for organizations of all sizes. In 2020, it became part of Emburse.

Being a cloud solution, you can access Tallie from any location and on any device. Therefore, it gives your employees the ability to file expense reports in real-time. Moreover, they can upload the receipts to the online portal to prevent them from getting lost. The managers can view these expenses and approve them instantly, enhancing the reimbursement process.

Being a part of Enmburse, Tallie integrates seamlessly with other products to give you a complete travel and expense management solution.

Key Features of Tallie

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Receipt Management

Avoid handling paper receipts. Tallie offers a hassle-free receipt management platform where employees can click the receipt’s foto and upload it to the cloud.

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Anywhere Expense Filing

Tallie enables employees to file their expense reports from any location on their smartphones. Just download the Tallie mobile app or sign in on the website.

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Custom Expense Reports

With Tallie, your employees can create custom expense reports according to their requirements. All you need to do is select multiple expenses and their receipts.

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Integrations

Tallie seamlessly integrates with the most popular tools in the market, such as QuickBooks, Netsuite, Sage, and Xero, enhancing the expense management process.

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Approval Workflow

Tallie lets you create custom approval workflows with multiple levels according to User, Project, and Enterprise. A default use can also be set for approval.

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No Manual Entry

Tallie uses the Optical Character Recognition (OCR) technology to identify the data fields from manual receipts. It also classifies your transactions based on experience.

Tallie and Ace Cloud Hosting: Managing Accounting On The Go

Having QuickBooks and Tallie on Ace Cloud Hosting’s cloud platform enables you to create a complete cloud solution for your business. Here is how Ace Cloud Hosting gives you an edge over your competitors.

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Advanced Security

Advanced security safeguards, such as 256-bit data encryption, multi-factor authentication, gateway firewalls, antivirus, antimalware, 24/7 network monitoring, and OS patching, ensure total data protection.

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Round-the-clock Support

Ace Cloud Hosting offers 24x7 customer support, even on public holidays and weekends. You can reach out to our team anytime on your preferred platform - call, chat, or email for swift resolution.

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Guaranteed Uptime

We offer an uptime guarantee of 99.99% in our SLA for all our solutions. Ace Cloud Hosting deploys robust business continuity and disaster recovery plans that ensure all-time availability.

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Minimal IT Dependencies

By hosting your QuickBooks Desktop and other apps on our cloud, you save big on the on-premise IT infrastructure. Also, eliminate all IT hassles related to IT deployment, upgrades, scaling, and more.

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Intuit Authorized Host

Ace Cloud Hosting is an Intuit Authorized Commercial Host that gives us the ability to offer best-in-class hosting services and customer support. You can also buy genuine QuickBooks licenses from us at the best prices.

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Best-in-Class Infrastructure

Your business apps and data are hosted on industry-best Tier-5 data centers with fault-tolerant systems. The data centers ensure multi-level security checks, disaster recovery, and flood detection systems.

Integrating QuickBooks with Tallie on Ace Cloud Hosting

Integrate Melio with QuickBooks using these easy steps to get a seamless payment solution.
Step1
superfast-access

Install and configure TallieConnect on the same server as QuickBooks Desktop.

Step2
access

Sign in to TallieConnect with the admin account and click on Auto Detect QuickBooks.

Step3
security

Open QB Desktop in single-user mode and verify the application certificate.

Step4
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Open TallieConnect and select Sync Now.

Frequently Asked Questions

Can Tallie integrate with QuickBooks Desktop?

Yes, Tallie integrates with QuickBooks Desktop with the help of TallieConnect.

Yes, you can create a new expense category in Tallie. Here is how you do it.

  • Click on Expense Categories in the Manage Lists Tab.
  • Click on Add Expense Category.
  • All the necessary fields, like Name, Expense Account, Type, etc.
  • Click Save and Exit.

Yes, Tallie is a cloud-based platform that lets you file and approve expenses from your mobile devices. You can file expenses on the mobile app or log in to the Tallie website on the browser.

Yes, you can edit the expense reports in Tallie.

Tallie offers two types of pricing plans: Usage-based pricing and Tiered-based pricing. Both plans depend on the business requirements and number of users.

  • Usage-based pricing: A fixed monthly amount plus the usage fees per the number of active users
  • Tiered-based pricing: The pricing plan is based on different tiers.

When your company has opted for Tallie, the admin can add the users to the online portal. After that, you will get a welcome email with the link to create the account. Just put in your email ID and create your password to log in for the first time.

Yes, Emburse offers a 14-day free trial for Tallie.

Reviews

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Ease of use - it is very intuitive and makes expense reports, which used to be a pain in the ass, really easy to submit and get reimbursed for.
Review Ong2
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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.
Review Oncapterra-logo-fr-rating
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I feel this is a feature-rich, customizable, and easy to administer accounting tool. I would recommend it to others, especially to small businesses (less than 40 staff) who are looking for a reasonably priced solution. If you have more 40 employees, it may not meet your expanded needs.
Review Onsoftware-advice