Emburse Tallie

Score6.2 out of 10

32 Reviews and Ratings

What is Emburse Tallie?

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.

Categories & Use Cases

Expense Management

Electronic Funds Transfer
Funds can be transferred via EFT as opposed to paper checks.
Category average: 8.2
Corporate Card Reconciliation
Allows companies to reconcile employee expenses with company card statements.
Category average: 8.2
Employee Expense Reporting
Allows companies to track employee expenses to make cost-effective decisions.
Category average: 8.4

Payment Audit Trail
Allows admin users visibility into the entire payment process, from receiving the expense claim or invoice to the payee receiving payment.
Category average: 8.4
Duplicate Bill Detection
Detects duplicate invoices or expense reports to prevent double payments.
Category average: 7.8
Advanced OCR
Automatically imports information from invoices, receipts, expense reports, and other scanned documents into the platform.
Category average: 7.8

Daniel Hennig View profile

Financial Applications & Budget Manager in Finance and Accounting at Douglas County Libraries (201-500 employees employees)

Use Cases and Deployment Scope

My organization used Tallie for spending & expense management, specifically corporate credit cards and employee reimbursements. Tallie is excellent if you don't need travel management, have an existing corporate credit card, or want the option to choose.

Pros

Corporate Credit Cards.
Employee reimbursement.
Low cost.
Scalable
Sage Intacct integration.

Cons

Purchase order matching.
Ecosystem approach - Emburse has multiple products, meaning multiple apps, but you're only paying for what you need.
AP automation - see other Emburse apps.
Emburse product catalogue is confusing with a lot of similar apps.

Return on Investment

Low cost.
scalable
process improvement.
compliance
faster reporting.
paperless

Usability

Other Software Used

Sage Intacct, SAP Concur, BILL

Tanya Kozo View profile

Client Data Coordinator at PBMares, LLP (201-500 employees employees)

Pros

Functional App for users to upload receipts and provide details of the charge
Masquerading abilities for admin users to drop in as a user
Overview dashboard to keep up to date on where transactions are in the process

Cons

Credit Card connections with providers could use some work to either aid in keeping connections running properly or making it easy for Admin to reset the connections that have paused.
A good feature add would be the ability to transfer imported charges to another account. You currently can transfer receipts to another account, but for smaller credit card companies that come in as one card but actually are from multiple cardholders, it'd be easier to be able to send charges to the actual card holder's account.

Return on Investment

Quality documentation of transactions, approvals, and receipts.
Easy setup to implement internal controls.

Alternatives Considered

Expensify

Other Software Used

Sage Intacct, Expensify, QuickBooks Online

Jeremy Stephens View profile

Technical Trainer in Professional Services at CSC Corptax (201-500 employees employees)

Pros

Allow capture of receipt image.
Email receipts too.
Paperless reimbursement.

Cons

Project code interface timing, but that's likely more on our end. My codes aren't always available right away.
The merchant isn't always recognized on the email you forward.

Return on Investment

Finance is happy as expenses have receipts.
Managers are happy as expenses have documentation.
Staff is happy as reimbursement occurs quicker.

Other Software Used

NetSuite CRM, Higher Logic Community

Aaron Harrison

Deskside Executive Support Specialist in Information Technology at GuideIT (201-500 employees employees)

Pros

Easy address input
Calculates mileage for you
Organizes it in an easy to read manner

Cons

Sometimes(not often) the mileage shows up differently for trips to the same location I have done before.

Return on Investment

None for me

Verified User

C-Level Executive in Corporate (51-200 employees employees)

Use Cases and Deployment Scope

Primarily used for corporate credit card reporting and receipts management. Links to bill.com for export to accounting and payment of personal expenses.

Pros

Easy end user experience
Imports from bank credit card system
Analytics reporting helps stay on top of users

Cons

Search functions need much improvement; i.e. vendor search for transactions.
Impossible to import transactions for dates prior to card being added to system. There's no going back.
Needs better recognition of expense categories. Sees airlines and Chick-Fil-A as Dues and Subscriptions (?)

Return on Investment

It frees up my time by allowing people to self-report in a common platform rather than sending paper expense reports.
It's several thousand dollars cheaper than Concur and other high-end products.
It works. It's not easy to get multiple cloud systems to properly integrate and this one seems to get it done.

Alternatives Considered

SAP Concur

Emburse Abacus

Emburse Nexonia

Emburse Certify

Emburse Tallie

What is Emburse Tallie?

Categories & Use Cases

Key Features

Top Performing Features

Electronic Funds Transfer

Corporate Card Reconciliation

Employee Expense Reporting

Areas for Improvement

Payment Audit Trail

Duplicate Bill Detection

Advanced OCR

Reviews

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Other Software Used

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Cons

Return on Investment

Alternatives Considered

Other Software Used

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Return on Investment

Other Software Used

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Return on Investment

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Alternatives Considered

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