Tallie's mobile app for iOS was designed uniquely for Apple iPhone and iPad users.
Tallie's workflow is designed with mobile phone and tablet users in mind.
Tallie's mobile app for Android was designed specifically for native Android users.
Tallie's browser-based experience offers an expense management experience that takes advantage of the latest in user interface technology.
Tallie is Software as a Service, meaning that it is entirely cloud-based. This ensures that Tallie's full functionality can be accessed from any browser, using any internet connection, anywhere in the world.Learn more about Tallie's best practices approach to Saas
Gone are the days of manually creating expenses, then matching them up with receipt images. If you send receipts to Tallie, we will generate the expenses for you. Here are a few ways you can send receipt images to Tallie:
Claim mileage reimbursement at the standard IRS rate or your company's custom reimbursement rate. Use Tallie's intuitive tools to calculate the amount owed.
Take advantage of Tallie's credit card import feature to minimize data entry while also improving accuracy. Tallie has access to thousands of banks and will pull in Merchant, Date, and Amount information.
Every receipt image sent to Tallie is run through a comprehensive receipt processing workflow, which begins with our OCR engine.
Once receipts are scanned, an expense is generated in your Tallie account with the following data:
Any system can help you set up rules for classifying or categorizing transactions based on merchant names or credit card company-generated codes. Only Tallie uses learning-based algorithms to deliver transaction categorizations based on your behavior.
When corporate credit cards are managed from a central account, the admin often has to guess at the purpose of a transaction, or chase down a cardholder for source documentation. Not anymore:
Credit card transactions can be automatically grouped into expense reports based on your statement start date. This enables administrators to reconcile one Tallie expense report against one credit card statement.Learn more about automated credit card management
Corporate expense policies are the backbone of a sound fiscal approach to expense management. With Tallie's policy rules engine, approvers become policy exception reviewers, rather than policy memorizers.
We recognize that your teams have unique needs. Our Groups feature allows you to customize the categories that each team has to choose from. This keeps things simple for your team while also reducing the amount of reclassification work for the accountants.
Each expense is compared against all previous expenses and analyzed for patterns that reveal a likely duplicate expense.
All source documentation is retained in Tallie for the life of your Tallie account.
When Tallie syncs with your ERP, all accounting lists are pulled in for use during expense categorization and coding, ensuring completeness of line item data on export to your accounting system.
Depending on the purpose of an expense, it may be better suited for export to a product or service item, rather than an expense account. Tallie affords you the flexibility to specify this on an expense category basis.
Any expense can be marked as billable and tracked against a project and/or customer. Tallie delivers this data through to the accounting system.
No matter the location of your corporate headquarters or the country you may be in as you incur an expense, Tallie is configured to manage your currency needs effortlessly.
Your Tallie experience is customized to your location, based on data Tallie receives from your browser.
Tallie's Intacct integration is our keystone in integration technology, featuring a bidirectional activity-based sync. Any change made to a dimensional record in Tallie is instantly reflected in Intacct, and vice versa.
QuickBooks Desktop was the first integration built for Tallie, setting the standard for all further integration development by introducing the first Tallie activity-based sync. Any change made to list data in Tallie is instantly reflected in QuickBooks Online and Desktop, while changes made in QuickBooks are usually reflected in Tallie within an hour.
Xero is our newest integration for Tallie activity-based sync. Any change made to list data in Tallie is instantly reflected in Xero, while changes made in Xero are usually reflected in Tallie within an hour.
Tallie's integration with Bill.com enables reimbursement prior to expense reports hitting the general ledger. This integration also features activity-based sync: any change made to list data in Tallie is instantly reflected in Bill.com, while changes made in Bill.com are usually reflected in Tallie within an hour.
Each expense can pass through a variety of approval controls specified by your company.
Expense submitters do not need to organize their reports by common approvers. Instead, Tallie will break up these reports into smaller components for review by the appropriate approvers on an as-needed basis.
Spend-based limits assign unique approvers to expenses on the basis of their total amount.
No matter if you take advantage of Tallie's native accounting integrations, exporting data from Tallie is powerful and straightforward.
Any expense ever tracked in Tallie is accessible from Tallie's analytics page.
Tallie has undergone a rigorous security review process in order to submit for SOC I, Type 1 certification. The following are examples of processes and protections in place to guarantee that security. A more complete document may be available upon request.