Tallie.com Site Map
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Start a free trial
Try Tallie to see first-hand why accounting industry leaders have chosen our expense software.
Product
Learn how Tallie's business software automates the expense report process.
Request a Demo
Have a question about Tallie? Contact us to speak with a Tallie Expert.
Resource Room
Learn more about Tallie through video demos and recorded webinars in the Tallie Resource Room.
Pricing
Pricing that scales with your company.
Features & Functionality
Explore Tallie's extensive list of expense report software features and specifications.
Product Tour - Automated Expense Reports
Try Tallie to see first-hand why accounting industry leaders have chosen our expense software.
Tallie + Intacct
Learn more about Tallie's award-winning integration with Intacct.
Tallie + QuickBooks Desktop
Learn more about Tallie's award-winning integration with QuickBooks Desktop.
Tallie + QuickBooks Online
Learn more about Tallie's award-winning integration with QuickBooks Online.
Tallie + Xero
Learn more about Tallie + Xero: Automated cloud-based expense management.
Tallie + Bill.com
Learn more about Tallie's award-winning integration with Bill.Com
Tallie Glossary
Learn more about Accounting, Business Expense & Technology Definitions we use in Tallie.
Ecosystem
Integrations
Try Tallie to see first-hand why accounting industry leaders have chosen our expense software.
Partnership Benefits
Learn more about Tallie's BPO Advisor Partnership Program. Accelerate your client's workflow today.
Tallie Key Program
Learn more about Tallie's Key Program: premium strategic and support services for your firm and clients.
PEX Card + Tallie
Learn more about the Tallie and PEX Visa Prepaid Card workflow: automated spending and expense reports for your team. No more cash advances and petty cash!
Earn CPE Credit
Earn CPE Credit through Tallie's expense report software certification program.
A Powerful, user-friendly Concur alternative.
Learn more about Tallie's award-winning integration with Intacct.
Automated Credit Card Transaction Management.
Learn more about Tallie's award-winning integration with QuickBooks Desktop.
Tallie Expense Approval Chain Configuration
Learn more about Tallie's Expense Approval Chain Configuration.
Support
Support
Need help? Visit Tallie's support site to submit a question about our expense report software.
Contact Us
We have a team of experts in North America ready to answer any question you may have.
Tallie for Android
Download the Tallie app for your Android device to start tracking your expenses from anywhere.
Tallie for iOS
Download the Tallie app for your iPhone or iPad through the iTunes App store.
Open Source Licenses
Tallie uses various open source software.
From The Tallie Blog
Expense Reports: True Cost To Business
With software automation revolutionizing business accounting workflows, many accountants believe that automating the expense report process will be cumbersome and expensive.
Tallie's Get Started Guide
Every time a company chooses Tallie, we are proud to offer a quick and painless (we promise!) implementation process with our Product Expert Team
Big Ideas From Aicpa Cpa2biz
At the 5th Annual AICPA CPA2Biz Executive Roundtable, the accounting industry's top thought leaders – including Tallie CEO Chris Farrell – addressed the challenges accountants face with today's technologies.
Tallie team
- Tallie Talk: Jules Carman,VP of Business Development
- While You Waited for the WWDC Bathroom:Closing the Technology Gender Gap
- Tallie Talk: Milan Korsos, UI Ninja, VP Product Strategy
- Tallie Talk: Demid Potemkin,VP ProductStrategy
- Top 5 Tallie Support Questions and Answers
- Reinventing SaaS Customer Service Through Product Expertise
- Welcome to Tallie: Leaders in the Expense Report Industry
Company announcements
- Tallie Wins Stevie Award for Support Team of the Year 2014 Category
- Tallie Team Celebrates Winning CPA Practice Advisor Innovation Award
- When Stevie Met Tallie: Tallie Named Stevie Awards Finalist for Support Team of the Year 2014
- Tallie Unaffected by Heartbleed
- Tallie's "Get Started Guide" Offers User Training (Download or Easy Viewing)
- RootWorks Deems Tallie's Expense Report Software a "Game Changer"
- Tallie Expense Software Integration Chosen as Model for Bill.com Developer Program
- Using Client Feedback to Optimize Accounting Workflow
- Expense Management Makes for a Great SuperChunk
- Tallie Expense Management Wins 2014 "Awesome Application"
- Tallie + Bill.com: A New Standard for Expense Report Integration
- SpringAhead named Inc. 500 Top 50 Software Company - again!
- Tallie wins 2015 cpa practice advisor tax accounting technology innovation award
- Moss Adams selects Tallie as expense management solution
- Mcgladrey selects Tallie expense management
- Tallie partners with xero to provide next generation expense management for small businesses
- rehmann selects Tallie as exclusive expense management solution for its skybooks cloud solution
- Big news! Automate your expense reports with Tallie xero
- Pex visa prepaid card and Tallie launch integrated expense management solution
- Tallie and practice engine partner to provide leading expense management for top U.S. accounting firms
- Forbes Tallie expense report software selected by hr block small business
- Tallie brings expense reports solution to hr block small business services
Tallie features
- Tallie Announces New Android App for Expense Report Management
- Become an Expense Report Guru. FREE Tallie Training Webinars!
- 9.19 Release Notes: Improved Credit Card Flow, Custom Expense Export Options, & More
- The Dream Team: 5 Reasons Tallie + Bill.com + QuickBooks Online is the Cloud Accounting Solution and Expense Management for You
- 9.18 Release Notes: Enhanced Expense Report Policy Control, Custom QB Memo Fields & More
- Recap & Recorded Webinar: Become A Cloud Accounting Pro: Tallie + QuickBooks Online; Expense Management Solutions
- Tallie Introduces Expense Report Community Spotlight Program
- 9.16 Release: NEW Affiliate Portal Features
- 5/29 Training Webinar:"How to Submit Expenses in 5 Minutes or Less"
- Feature Highlight: Manual Credit Card Upload
- You Asked, We Answered: Tallie iOS App v2.5 is Here!
- March Madness: Tallie's 9.15 Release Notes
- Completing the Automated Expense Workflow: Tallie & Bill.com Now Integrate Non-Reimbursable Credit Cards
- Tallie's 9.14 Release News!
- QuickBooksDesktop:How to Manage Billable Expenses Using Service Items
- 2014 IRS Mileage Rate Updated in Tallie Accounts
- New in Tallie: Email Receipt Processing for Audit-Ready Expense Management
- Tallie+ Bill.com + Intacct = Seamless Expense Management
- New in Tallie: Location-Based Expense Management
- A Different Kind of Expense ReportApp
- Expert Tip: Use QuickBooks Other Names* List
- Closing the Audit Loop: ExpenseReport Integration
- weekly roundup tech and accounting
- Tallie's june training webinar schedule
- this may become an expense report guru with free tallie training webinars
- webinar reminder: boost your business with tallie xeros expense management experience
- this april, become an expense report guru with free tallie training webinars
- encore presentation of theTallie pex card webinar
- march: become expense report guru with free Tallie training webinars
- tallie + pex card accounting workflow webinar slides
- Tallie intacct webinar automating expense reports with zero click real time integration
- weekly roundup future of accounting tech and new partnerships
- announcing multientity shared environment in intacct
- Tallie expense report app ios 3.0 update
- tallie 10 6 release notes
- Tallie 10 6 release notes expense reports
- use Tallie's internal controls to stay irs compliant year round
- tallie: how to cash advance workflow in intacct
- Tallie 10 5 release notes Tallie chat approved expense reports archive more
- Tallie: cash advance workflow expense reports QuickBooks desktop
- Tallie: cash advance workflow expense reports QuickBooks online
- Tallie: qa mileage tracking expense reports and the irs
- Tallie features support for each version of QuickBooks online
Industry-related
- Tips for Surviving (and Thriving) During the Busy Season
- Three Ways to Keep Your Data Safer Online, for Expense Management and Beyond
- Five Reasons to Make the Switch to QuickBooks Online for Expense Management and More
- QuickBooks Online & Beyond: What It Means to Have True Bi-Directional Integration for Expense Management
- Tallie Truths: Top 4 True & False Facts About Digital eReceipts, Expenses and the IRS
- Top 5 Facts To Kick Off Intuit's Scaling New Heights
- 25th Annual WITI Summit's Top 10 Trends and Big Ideas
- Scared Straight: Expense Fraud & 5 Ways to Prevent It
- Tallie's 2014 Conference Survival Guide
- Tallie's Opticon 2014 Takeaways for Every Innovative Business
- Tallie's Tax Day Resolutions 2014
- Expensing Alcohol: What's Lavish & Extravagant vs. Ordinary & Necessary?
- Top 5 Tips for IRS Record Keeping & Expense Management
- Top 10 Big Ideas from AICPA CPA2Biz Roundtable 2014
- Top 5 Reasons to Ditch the Expense Report Template
- Advancing SaaS Best Practices for the Expense Report Industry
- Employees Spend Significantly Less With Expense Software
- Preventative Medicine for Expense Reimbursement Fraud
- Are you prepared for the future of accounting automation expense reports?
- accounting technology weekly round up Tallie
- Tallie's 2015 conference season handbook
- Tallie's 2015 tax season manual
- hiring email marketing intern 2
- hiring social media marketing intern
- petty cash pocket expenses finding right solution reimbursable expenses
Support topics
Support Articles
- 1) Snapshot
- 2) Linking a Credit Card
- 3) Importing CC Transactions
- Mobile Image Upload
- Emailing Receipts to Tallie
- Linking a Credit Card with Tallie
- Automatic Reports
- Creating a Custom Report
- Editing Expense Reports
- Installing the Tallie App for iPhone / i...
- iOS: How To Create Expenses
- iOS: Building & Submitting Reports, ...
- Approving via Email
- Viewing Pending Approval Reports
- Approving or Rejecting Expense Reports
- How To Use The Affiliate Portal
- Update Payment Information
- Usage & Pricing
- Overview
- Sync Settings
- Export Settings
- Expense Categories
- Personal Permissions
- Project Details
- General Settings
- Features
- Global Approvers
- Analyzing Spend
- Exporting to QuickBooks
- Finding Exported Data in QuickBooks
- 4) Submitting Expense Reports
- 5) Viewing Submitted Reports
- Getting Started Guide
- Add or Remove Credit Card Subaccounts
- Manually Importing Transactions from a C...
- Manually Uploading a Credit Card Stateme...
- Tips & Tricks: Mass Edit, Merge, and...
- Manually Entering Transactions
- Drag & Drop
- Foreign Currencies
- Tips & Tricks: Auto-Split
- Submitting Expense Reports
- Viewing Previously Submitted Reports
- Submission, Approval, and Export Timesta...
- Mass Edit & Delete in Expense Report
- Expense Reports Sort & Filter
- iOS Tallie App Settings & Password R...
- Installing the Tallie App for Android
- Android: Creating Expenses and Uploading...
- Android: Build & Submit Reports, Man...
- Android Troubleshooting Tips & Trick...
- Using the Mobile Browser
- Viewing Reports You've Approved
- Invoicing History
- Managing Your Profile & Identities
- Send Login Information
- Installing TallieConnect
- Updating TallieConnect
- Synchronizing with QuickBooks
- QuickBooks Online & Tallie Integrati...
- Bill.com & Tallie Integration
- Intacct Single-Entity & Tallie Integ...
- Intacct Multi-Entity & Tallie Integr...
- Setting Up SmartVault
- Customizing Payment Memo
- Assign Credit Card to Users
- Sending Welcome Emails
- Mapping Company Cards
- Assigning People to Projects
- Mapping to Bill.com Vendors
- Individual User Information
- Custom Export Settings and Default Curre...
- Monetary Approval Levels
- Multiple Levels of Approval
- Company Profile
- Configuring Policies
- Creating a Partial Reimbursement Policy
- Simultaneous Support for Class and Depar...
- Custom CSV Export
- Exporting to Bill.com
- Exported Data in Bill.com
- Class Hierarchy
- Hosting Providers
- Exporting Corporate Debit Card Transacti...
- Supported Features in Different Versions...
- Cash Advances for QuickBooks
- Purchases Sort & Filter
- Receipt Upload Tips
- Manually Map Corporate Credit Card Expen...
- Xero & Tallie Integration
- QuickBooks Desktop/Online, Bill.com &...
- Finding Receipts in SmartVault
- I’m a Bill.com admin. Why can’t I sync w...
- Reconnect TallieConnect
- TallieConnect Status
- Classes, Items, Accounts
- Mass Update
- Adding Contractors
- Adding Tallie-Only Users
- Groups
- Best Practices for Corporate Cards
- Intacct & Xero Location Support
- Why should I always add new list data in...
- Mileage Rate Update for a New Year
- Expense Category List Upload
- Find Manager in People List
- Masquerading as Other Users
- Mapping Vendors
- Concatenation for Custom CSV Export
- Custom CSV Export
- Re-Export to QuickBooks Desktop
- Using PEX Cards with Tallie
- Exporting to Xero
- Exporting to Intacct
- Exporting to Tallie's Archive
Tallie Glossary - Accounting, Business Expense & Technology Definitions
- accounting
- accounting period
- accounts payable
- accounts receivable
- accounting data synchronization
- accounting software
- accounting software stack
- accounting system
- accounting based sync
- amortization
- application programming interface
- approval chain
- approval chain configuration
- artificial intelligence
- asset
- auto categorization
- automation
- automatic data synchronization
- balance sheet
- billable
- bi-directional integration
- bookkeeping
- business class software
- cash flow statement
- categorization
- chart of accounts
- cloud-based accounting
- cloud-based computing
- credit
- credit card reconciliation
- credit card transaction management
- corporate expense policy
- cost of goods sold
- cost of sales
- data entry
- data transfer
- depreciation
- debit
- debt
- deferrals
- dimension
- double entry accounting
- Earnings before interest, taxes, depreciation and amortization ("EBITDA")
- employee business expenses
- enterprise software
- expense
- expense account
- expense report management
- expense policy rules engine
- expense report
- expense report automation
- expense report software
- Expense report software integration
- expense report template
- expense voucher
- equity
- financial statement
- fixed asset
- general ledger
- gross margin
- income account
- income statement
- internal controls
- integration
- interest
- integrated platform as a service (iPaaS)
- invalid business expense
- inventory
- invoicing process
- inventory item
- item
- journal entry
- journals
- liabilities
- line item
- line item rejection
- list data
- manual entry
- net income
- non-reimbursable expense
- ocr
- operating margin
- optical character recognition
- outsourcing
- pattern recognition
- purchasing card
- payroll
- prepaid business card
- profit
- receipt
- reimbursable expense
- Reimbursable out-of-pocket expenses
- reimbursement
- return on investment
- revenue
- seamless expense report workflow
- service item
- service organization control ("SOC")
- small and medium sized business software
- software as a service
- source documentation
- spreadsheet expense reports
- standalone system
- structured document
- supervised learning
- trial balance
- value-added service
- unstructured document
- unsupervised learning