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Accounting Data Sync: Tallie connects directly to your accounting or bill pay system to retrieve the critical accounting data necessary for complete expense report categorization, such as your chart of accounts, customers, projects, items, employees, vendors, classes, departments, and locations. Tallie integrations boast an Activity-Based Sync, ensuring any changes made to data in Tallie are immediately reflected in integrated systems.
Expense Data Export: Tallie delivers fully coded expense data directly into your accounting or bill pay system in your preferred format, including bills, checks, credit card transactions, or expense reports.
When you purchase with Emburse Cards, Tallie automatically syncs the available transaction details from that merchant so that you won't have to do it manually. This includes fields like amount spent, merchant name, time and date, as well as any receipts captured through our mobile text notifications.
For every Tallie integration, we deliver the highest quality data sync experience possible for each of the connected systems. Tallie's accounting data sync is triggered each time a change is made to your data in Tallie. No more file uploads, no more nightly syncs, no more forgetting to make sure your systems are manually synced. Tallie's Activity-Based Sync ensures your accounting data is always updated in both systems, in real time.
Tallie works as an automated, powerful and easy-to-use expense report extension for the modern cloud-based accounting system. We recommend a few other partners to extend your accounting workflow including SmartVault, Practice Engine, PEX Prepaid Visa Card, Right Networks, and Avalara.
In addition to our native integrations, Tallie can operate with virtually any system via custom file import/export. We support a wide variety of ERPs including SAP, Oracle, Sage, and Microsoft Dynamics. Additionally, Tallie can be configured for data export to payroll alongside your accounting system or data import from your preferred travel provider.