Tallie
Tallie is an expense report automation software that helps streamline expense reporting for small businesses. It offers automatic credit card import, expense report creation, approval workflows, reimbursements, etc. to simplify the expense management process.
Tallie: Expense Report Automation Software
Tallie is an expense report automation software that helps streamline expense reporting for small businesses. It offers automatic credit card import, expense report creation, approval workflows, reimbursements, etc. to simplify the expense management process.
What is Tallie?
Tallie is a cloud-based software that aims to automate and simplify expense reporting for small and midsized businesses. Some key features of Tallie include:
- Automatic import of credit card transaction data from major card providers like Visa and Amex.
- Intuitive expense report creation with auto-categorization of expenses.
- Customizable approval workflows to route expense reports to managers.
- Integrations with major accounting software like QuickBooks Online and NetSuite.
- Options for direct bank transfers or print checks for employee reimbursements.
- Receipt management with automated matching to expenses and easy storage/retrieval.
- Reporting and analytics for spending visibility and policy compliance monitoring.
- Mobile app for employees to manage expenses and approvers to review reports.
Tallie markets itself as an expense automation solution that saves time and effort over manual data entry while ensuring accuracy and visibility for controlling expense costs. It's designed for businesses that deal with frequent employee expenses like travel, dining, phone bills etc. Key benefits highlighted include faster reimbursements, up to 80% reduction in reporting time, and simplified regulatory compliance.
Tallie Features
Features
- Automatic credit card and receipt import
- Expense report creation and submission
- Approval workflows and notifications
- Integrations with accounting software
- Mileage and per diem tracking
- Receipt management and storage
- Real-time reporting and analytics
Pricing
- Subscription-Based
Pros
Saves time by automating manual processes
Increases visibility into spend with reporting
Integrates seamlessly with popular accounting software
Mobile app for easy expense capture
Simple and intuitive user interface
Cons
Limited customization options
Can be pricey for smaller businesses
Lacks advanced approval routing capabilities
Minimal offline functionality in mobile app
Official Links
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