Tallie is an expense reporting tool that integrates with other billing or accounting platforms (e.g. bill.com, Quickbooks, etc.) to present an expense management solution. It was supported by Certify since the 2017 merger with that company and Nexonia under the new company Certify Travel and Expense, and is now from Emburse, the company formed from the merger of Certify and Chrome River Technologies in March 2019.
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Pricing
Emburse Tallie
Editions & Modules
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Offerings
Pricing Offerings
Emburse Tallie
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No
Entry-level Setup Fee
No setup fee
Additional Details
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Community Pulse
Emburse Tallie
Features
Emburse Tallie
Expense Management
Comparison of Expense Management features of Product A and Product B
Emburse Tallie
9.4
Ratings
9% above category average
Employee Expense Reporting
9.00 Ratings
Corporate Card Reconciliation
9.90 Ratings
Payment Management
Comparison of Payment Management features of Product A and Product B
Tallie is well suited for those that utilize Bill.com or another of its compatible integrations. Small businesses to medium-sized corporations can (fairly quickly) leverage Tallie. Tallie would be less appropriate for organizations that already lean heavily on Salesforce, NetSuite, or Workday -- Concur or Expensify might be more suitable options.
Very intuitive - liked how it was convenient to use when uploading receipts and liked how it would attempt to figure out what was on it so it could pre populate the required fields.
The ability to add multiple categories and subcategories for where your purchase falls in the organization was super helpful when keeping organized.
Mobile app to upload receipts on the fly has helped increase the amount of folks remembering to submit their receipts.
Tallie suggests it is able to read receipts and place them into the correct category, but I find myself updating these sections each time I upload a receipt. The system should be updated to read multiple receipts.
Tallie sometimes rejects photos if they are not specific enough. This can be frustrating since it is sometimes difficult to upload receipts quickly while on the road. However, this rejection is not a common occurrence.
More often then not, Tallie's emails go to my junk folder. Tallie should work on their spam count for Outlook.
Certainly not as robust as bigger products/names on the market, but the features/solution it offers do extremely well, with a good mobile app experience and a nice, clean interface. It helped our organization (7 locations) go paperless, which rapidly improved our expense capture and timeliness in reporting and also gave our staff a better, user-friendly expense report and reimbursement process.
As a user of Tallie, I have never needed any support to use it. It is simple, logical and needs no training to use. As a company, I don't think we need any ongoing support but I believe the setup process, which they guided us through a year ago went well.
Both Tallie and Expensify are quality products that help with credit card management. Setting up an account, if you are only managing one company either product is equally qualified, however, if you are managing multiple companies, I find Tallie is easier for the set up and management of companies. In Tallie companies are treated as separate products, when you log on you select which company you are working in and while in that company you don't have access to another, whereas in Expensify companies can be intermingled. This could have is benefits, but from an outsourcing point of view it can make set up and management of clients harder. With assisting users, in Tallie as long as a user has the right permissions and access to a company, they can access any user's account in order to process charges, or assist users by masquerading as them. In Expensify, users have to give admin access to their accounts through their co-pilot access, this isn't an issue if users aren't likely to need help or help from more than one admin person, but as your client list and users grow, this type of access can be challenging or overwhelming.
