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.
If you choose not to issue your own Emburse Cards, you can take advantage of Tallie's credit card connect feature, which leverages the power of credit card aggregation to pull in transaction feeds from thousands of banks. Depending on your card program’s scale and the bank you use, Tallie can offer direct transaction feeds, aggregated transaction feeds, or statement upload functionality, all with the power to auto-assign transactions to cardholders.
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:
Emburse Cards give you the ability to issue plastic and virtual credit cards with auto-enforcing rules built right in. Robust policy controls and predefined budgets let you better manage cash flow and spend efficiently.
Regardless of the credit card program you use, Tallie securely reconciles transaction data from your corporate cards. Tallie helps you delegate corporate cards and assign each card to its cardholder to match transactions easily.
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.
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
All source documentation is retained in Tallie for the life of your Tallie account.
Admins can view their end-users’ activity throughout the submissions process, and send reminders to those who are still in progress
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.
Tallie Travel, powered by AmTrav, provides a one-stop travel shop that offers policy-backed travel purchases and bookings that flow directly into Tallie's expense reports.
No matter the place, Tallie will customize your experience and currency to match the location.
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.
Our Oracle NetSuite Integration offers real-time export of expense reports and corporate card charges into NetSuite as Bills for immediate payment. As with all of Tallie’s integrations, our activity-based sync eliminates the need to maintain two separate systems. This allows you to continue to use NetSuite as your single source of truth for all accounting matters.
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.