Run your business like a pro. Tallie and Xero combine to create a seamless expense report workflow. From fast and easy mobile apps to instant, automatic data synchronization with Xero and Tallie's solution keeps your team focused on growing the business.
|Activity-Based Sync with Xero||•|
|Supports all Xero regions globally||•||•|
|Accounts, items, customers, suppliers, both tracking categories & employees always in sync||•|
|Represent both your tracking categories just as they appear in Xero||•|
|Expense report PDF and receipt images sent to Xero with transactions||•|
|Track expenses against accounts and items simultaneously||•|
|Export reimbursable expenses as bills||•||•|
|Export non-reimbursable corporate card expenses as bank transactions||•||•|
|Export non-reimbursable corporate card transactions aggregated by statement as bills||•|
|Expense Software Quality||Tallie||Expensify|
|Rapid receipt processing (average less than 60 seconds) included with all accounts at no extra charge||•|
|Credit card receipt auto-match included with all accounts at no extra charge||•|
|Smart expense categorization||•|
|In-process policy alerts||•|
|Automatically detects duplicate transactions based on data similarity and past behavior||•|
|Expense report review & instant in-email approval||•|
|Client Support Quality||Tallie||Expensify|
|Same day, turnkey implementation and admin training||•|
|U.S.-based support by phone||•|
|U.S.-based support by email||•||•|
|U.S.-based support by live chat||•|
|Weekly client training webinars||•|
Tallie automates most of the data entry.
Tallie becomes an extension of your Xero account with full support of contacts, accounts, items and tracking categories.
Guarantee that expenses meet the requirements of your corporate expense policies before they hit your P&L.
Secure, accurate sync from Tallie to Xero and comprehensive customer support.
"Tallie's seamless integration with Xero enables me to fully automate all business expenses and transactions with my clients. No more paper receipts or manual entries!"
- Danetha Doe, Financial Growth Consultant
Snap a picture or email your receipts and Tallie will do the data entry. Simply review your work and submit.
Strengthen your internal controls with robust approval controls and immediate policy alerts.
Tallie is the only automated expense report software to offer immediate bi-directional integrations with major accounting systems.
Same-day account setup with a Tallie technical expert.
New customer training sessions and continuous education for new Tallie features.
Lifetime, U.S.-based technical support.
H&R Block Small Business selected Tallie and Xero to simplify their clients' expense report workflow because of the combined products' fast and easy mobile apps, seamless workflow, and expense documentation. The combined intuitive user experience is powered by an instant, real-time, and automatic data sync, which we call Activity-Based Sync. When a record is edited in Tallie, the update is reflected immediately in Xero, and when an update is made in Xero it is reflected in Tallie within the hour. No third party connectors, no nightly scans, no clicking.
Tallie is proud to announce our deep, real-time integration with Xero. Full support of Xero Tracking Categories and regions. Our Xero integration isn't just thoroughâ€“it's fast. Any change made in Tallie is automatically updated in Xero in real-time.
Tallie works with Xero to lead the evolution of the accounting industry with its automated, user-friendly and accountant approved business software.
H&R Block selected Tallie as the exclusive expense reports solution for its Small Business Services. Learn more about how this could immediately benefit your business.
Xero is easy to use online accounting software that's designed specifically for small businesses.
It's all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
Xero has all you need to run your business—including invoicing, paying bills, sales tax returns, reporting, and much more.
Find out more or try Xero Accounting Software for free.
Our clients report an average of 67% time savings over traditional spreadsheet expense reports. Give Tallie a test-drive and calculate the benefits to your company.
A Tallie free trial includes the full expense report feature set and includes integration with Xero. At any time during your trial, you may contact our award-winning Product Expert team via email, phone or in-product live chat for more information or to purchase.