Tallie - Detailed Review
Travel Tools
Tallie - Detailed Review Contents
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Tallie - Product Overview
Introduction to Tallie
Tallie, part of the Emburse suite of products, is a cloud-based expense management application that is not specifically categorized under travel tools, but it does offer features that can be beneficial for managing travel-related expenses.Primary Function
Tallie’s primary function is to automate and streamline the expense management process for businesses. It helps in generating expenses, managing receipts, and facilitating reimbursement, making it easier for both employees and approvers.Target Audience
Tallie is built with smaller businesses in mind, although it can be useful for any organization looking to simplify their expense management processes. It is particularly beneficial for companies or outsourced accounting teams that need to manage a high volume of expense reports and receipts.Key Features
Expense Reporting and Approval
Tallie automates the process of creating expenses from receipt images, eliminating the need for manual entry. It also includes approval workflows, allowing approvers to review and approve expenses from anywhere.Receipt Processing
Users can send receipt images via mobile app, email, or by dragging and dropping them from their desktop. Tallie then generates the expenses automatically.Expense Policy Management
The platform allows businesses to set and enforce their expense policies, ensuring compliance and reducing errors.Mobile Access
Tallie offers mobile apps for Android and iPhone, enabling users to log expenses, track mileage, and manage receipts on the go.Multi-Currency Support
It supports multiple currencies, making it suitable for businesses with international operations.Data Synchronization
Tallie integrates with various accounting applications such as QuickBooks Online, Xero, QuickBooks Desktop, NetSuite, and Sage Intacct. It also partners with Bill.com for streamlined payment processing.Mileage Tracking
The platform includes map-based mileage calculations, allowing users to claim mileage reimbursement at the standard IRS rate or their company’s custom rate. GPS-enabled start/stop functions on the mobile app make tracking mileage easy.Credit Card Reconciliation
Tallie can pull transaction data from credit cards and merge it directly into expense reports, making reconciliation a seamless process. Overall, while Tallie is not a travel management tool per se, its features make it highly effective for managing travel-related expenses as part of a broader expense management strategy. Tallie - User Interface and Experience
User Interface Overview
The user interface of Emburse Tallie, particularly in the context of its travel tools and AI-driven features, is generally praised for its ease of use and efficiency, though there are some areas that require improvement.Ease of Use
Emburse Tallie is often described as very intuitive, making the process of submitting and managing expense reports significantly easier. Users appreciate the simplicity of the platform, which eliminates the hassle of traditional expense reporting methods, such as managing paper receipts. The mobile app is particularly highlighted for its convenience in capturing and managing receipts on the go.User-Friendly Features
- The system allows users to log expenses instantly using a smartphone camera, which is especially beneficial for frequent travelers.
- It features easy-to-identify icons for rapid expense categorization, making it simple for users to add expenses such as flights, cab fares, and other travel-related costs.
- Integration with various tools, including online booking systems, travel management companies, and services like Uber, streamlines the expense reporting process.
Mobile Interface
The mobile interface is praised for its functionality in uploading receipts and generating expense reports. The AI-powered OCR (optical character recognition) feature helps in capturing receipt information accurately, although some users have noted that it sometimes requires manual data entry to ensure accuracy.Integration and Automation
Tallie’s ability to integrate directly with accounting systems like QuickBooks and various payment methods (including corporate cards and personal credit cards) is a significant advantage. This integration automates the reimbursement process and reduces manual data entry, making the overall experience more efficient.Areas for Improvement
Despite the positive aspects, there are some areas where users have expressed dissatisfaction:- Some users find the user interface to be outdated and suggest a significant overhaul to improve navigation and workflow efficiency.
- There have been issues with maintaining credit card connections, which can disrupt the seamless handling of expenses.
- Customer support has been criticized for being slow, and some users have reported frustration with the responsiveness of the development and support team in fixing bugs and sync issues.
Conclusion
In summary, Emburse Tallie offers a user-friendly and efficient interface that simplifies expense reporting, especially for business travelers. However, it faces some challenges related to interface design, credit card connections, and customer support responsiveness. Tallie - Key Features and Functionality
Emburse Tallie Overview
Emburse Tallie, while primarily an expense management software, includes several key features that can be particularly useful in the context of travel and expense management. Here are the main features and how they work:Automated Expense Generation
Tallie automates the process of generating expenses by allowing users to send receipt images through various methods: taking a photo with the mobile app, uploading from the phone’s image library, forwarding an email with the receipt, or dragging and dropping receipts from the desktop to the browser. Once received, Tallie generates the expenses automatically, eliminating the need for manual entry.Credit Card Transaction Feeds
Tallie integrates with credit card transactions through its credit card connect feature. This allows for direct transaction feeds, aggregated transaction feeds, or statement uploads from thousands of banks. Transactions are automatically assigned to cardholders, streamlining the reconciliation process.Map-Based Mileage Calculations
For travel-related expenses, Tallie offers map-based mileage calculations. Users can input the origin and destination, and the system auto-calculates the mileage and associated expenses at either the standard IRS rate or a custom company rate. The mobile app also features GPS-enabled start/stop functions for tracking mileage, and it generates a map for visual reference.Emburse Cards
Emburse Cards, integrated with Tallie, allow companies to issue virtual and physical corporate cards with pre-spend controls. This feature ensures employees can pay for approved expenses without using personal cards and waiting for reimbursements. The cards can be added to mobile wallets, and transactions are automatically populated into the system with merchant data. This also includes cash back rewards of up to 1% on all purchases.Tallie Travel
Tallie Travel, powered by AmTrav, provides a travel booking system that connects seamlessly with the Tallie expense system. This allows for easy booking, application of company rules, and automatic reconciliation of transaction details without manual intervention. Additional benefits include round-the-clock support for travel modifications, duty of care services, and negotiated prices.Integration with Accounting Systems
Tallie integrates with various accounting and bill pay systems such as QuickBooks Desktop, QuickBooks Online, Bill.com, Sage, NetSuite, and Xero. This ensures that expenses are accurately exported and reconciled, making the reimbursement and accounting process seamless.AI Integration
While the sources do not explicitly detail the use of AI in Tallie’s features, the automation and auto-assignment of transactions, as well as the dynamic generation of expenses and mileage calculations, suggest a level of automated processing that could be supported by AI or advanced algorithms. However, specific details on AI integration are not provided in the available resources. These features collectively make Tallie a comprehensive tool for managing expenses, especially those related to travel, by automating many of the tedious and manual processes involved. Tallie - Performance and Accuracy
Performance of Emburse Tallie
Emburse Tallie, an expense management software, demonstrates strong performance in several key areas, particularly when it comes to automation and integration.Automation and Efficiency
Tallie leverages AI to automate various aspects of expense management, such as document understanding, expense classification, and risk mitigation. This automation can process up to 25,000 transactions per hour, significantly reducing the time and effort required for manual entry and data extraction from receipts and invoices.Integration and Compatibility
The software integrates seamlessly with a variety of accounting and bill pay systems, including QuickBooks, NetSuite, Xero, and Bill.com. This integration streamlines the approval workflow, reduces manual data entry, and ensures accurate reimbursement and reconciliation.User Experience and Ease of Use
Users generally find Tallie intuitive and easy to use, especially the mobile app, which allows for quick receipt uploading and expense report generation. The system is highly configurable and easy to set up, requiring minimal training.Accuracy
Data Extraction and Categorization
Tallie’s AI-driven entity recognition and OCR models accurately extract and categorize data from receipts and invoices, ensuring that expenses are logged correctly and associated with the right projects or categories.Compliance and Policy Enforcement
The software includes an expense policy rules engine that allows users to set up rules and thresholds for different expense categories. It generates alerts when expenses violate these policies, ensuring compliance and minimizing risks.Mileage Tracking
Tallie’s mileage tracking feature is accurate and user-friendly, allowing users to auto-calculate mileage based on GPS-enabled start/stop functions or manual input, and it provides a visual map for reference.Limitations and Areas for Improvement
Credit Card Connections
Some users have reported issues with maintaining credit card connections, which can disrupt the seamless handling of expenses. This is an area that needs improvement to prevent such disruptions.Receipt Image Capture Accuracy
While the AI-driven receipt capture is generally effective, it sometimes requires manual entry of some data, indicating a need for further improvement in accuracy and efficiency.User Interface
Some users have noted that the user interface is outdated and could benefit from a significant overhaul to improve navigation and workflow efficiency.Customer Support
Despite high ratings for support overall, there have been reports of slow customer support and frustration with the responsiveness of the development and support team in addressing bugs and other issues.Software Bugs and Sync Issues
Users have encountered bugs affecting the software’s functionality, including synchronization and accounting integration issues, which can delay expense report processing and reconciliation.In summary, Emburse Tallie performs well in automating and integrating expense management processes, ensuring high accuracy in data extraction and compliance. However, it faces some challenges related to credit card connections, user interface, customer support, and occasional software bugs that need to be addressed for optimal performance.
Tallie - Pricing and Plans
Pricing Tiers
Emburse Tallie offers several pricing tiers, each with distinct features and benefits.
Basic Accounting Plan
- Price: $50 monthly minimum
- Features:
- Includes 5 active expense trackers; additional active users are charged $9 per month.
- Unlimited expense reports, receipt scanning, and personal & corporate credit card direct data feeds.
- Integrations with QuickBooks Desktop, QuickBooks Online, and Xero.
- Flexible approval chain configurations, policies, and internal controls.
Cash Control Plan
- Price: $95 monthly minimum
- Features:
- All features from the Basic Accounting Plan.
- Additional integration with Bill.com for expense report reimbursement.
Cloud ERP Plan
- Price: $200 monthly minimum
- Features:
- All features from the Basic Accounting and Cash Control Plans.
- Integrations with Sage Intacct and NetSuite.
Key Features Across Plans
- Active Users: Billing is based on active expense trackers, with additional users charged $9 per month.
- Unlimited Features: All plans include unlimited expense reports, receipt scanning, and credit card data feeds.
- Approval and Policies: Flexible approval chain configurations and internal controls are available in all plans.
- Integrations: Varying levels of integration with accounting software such as QuickBooks, Xero, Bill.com, Sage Intacct, and NetSuite.
Free Options
- Free Trial: While the specific sources do not mention a free trial for Emburse Tallie explicitly, it is common for such software to offer a trial period. However, this information is not confirmed in the provided sources.
- Initial Users: Each plan includes 5 active expense trackers, with additional users billed accordingly.
In summary, Emburse Tallie’s pricing is structured around the number of active expense trackers and the level of integration with various accounting systems, offering flexibility and scalability based on the needs of the organization.
Tallie - Integration and Compatibility
Tallie Integration Overview
Tallie, an expense report software by Emburse, is renowned for its seamless integration with a wide range of accounting, bill pay, and other financial systems. Here’s a detailed look at its integration capabilities and compatibility:
Accounting System Integrations
Tallie integrates directly with several popular accounting systems, including:
- QuickBooks Online and Desktop: Tallie can export expense data in the form of bills, checks, or credit card transactions, and it supports features like customer/job and class coding, as well as billable flags.
- Xero: This integration supports accounts, items, and up to two tracking categories across all regions.
- Sage Intacct: Tallie supports all Intacct dimensions, including Customer, Job, Department, Class, and Location. It can export data to various modules such as Accounts Payable, Cash Management, and Time Expense.
- NetSuite: The integration with Oracle NetSuite ensures speedy syncs and supports all standard NetSuite lists, automating the reimbursement and reconciliation process.
Bill Pay System Integrations
Tallie also integrates with bill pay systems like:
- Bill.com: Expenses can be exported as bills payable to employees for reimbursement or to credit card vendors, including receipt images and billable flags.
Credit Card and Transaction Feeds
Tallie can connect with various credit card programs to pull transaction feeds. This includes:
- Emburse Cards: Automatic syncing of transaction details from Emburse Cards, eliminating manual entry.
- Other Credit Cards: Tallie offers a credit card connect feature that can pull in transaction feeds from thousands of banks, providing direct, aggregated, or statement upload functionality.
Travel and Expense Management
For travel-related expenses, Tallie can integrate with travel booking data, though this is more directly managed through the broader Emburse Enterprise platform. This integration helps in merging travel data with credit card data for comprehensive reporting and tracking booked vs actual spent.
Document Management and Other Tools
Tallie works seamlessly with document management tools like SmartVault, providing a complete document management workflow. It also integrates with other tools such as Practice Engine, PEX Prepaid Visa Card, Right Networks, and Avalara to extend your accounting workflow.
Custom Integrations
In addition to native integrations, Tallie can operate with virtually any system via custom file import/export. It supports a wide variety of ERPs including SAP, Oracle, Sage, and Microsoft Dynamics, and can be configured for data export to payroll or data import from travel providers.
Device and Platform Compatibility
Tallie is accessible and functional across various devices and platforms:
- Mobile Apps: Users can take photos of receipts, upload from their image library, or forward receipts via email using Android or iPhone mobile apps.
- Web Interface: Expenses can be entered, viewed, and approved through the web interface, and receipts can be dragged and dropped from the desktop to the browser.
Conclusion
Overall, Tallie’s integration capabilities make it a versatile and efficient tool for managing expenses across different accounting systems, bill pay systems, and other financial tools, ensuring a smooth and accurate expense reporting process.
Tallie - Customer Support and Resources
Customer Support Options
Premium Support
For premium subscribers, Tallie offers priority in the support queue, a guaranteed 2-business hour response time, and exclusive phone, chat, and email contact channels.
US-Based Support
Customers can receive support via phone, email, and live chat from US-based support teams.
Weekly Client Training Webinars
Regular webinars are available to help clients get the most out of the system.
Additional Resources
System Administrator Training
Customizable 1:1 training sessions can be set up to address specific administrative needs.
End-User Training
Training sessions can be designed and delivered to reflect the company’s configuration, business operations, and expense policies. These sessions are recorded for future use.
Scheduled Email Reminders
Users can schedule and send email reminders to expense submitters and approvers at any time.
Historical Data Retrieval
System specialists can perform backups of the company’s Tallie instance, retrieving all expense data, maps, receipts, and approval records.
Integration Change Request
Support is available for integrating changes within the accounting system, including those integrated directly with Tallie or Bill.com.
General Resources
Contact Form and Sales Team
Users can fill out a contact form or reach out to the sales team directly via phone or email for general inquiries.
Help Center
Tallie has an online help center where users can find answers to common questions and access additional resources.
While Tallie itself does not specifically focus on travel management, Emburse does offer travel management solutions separately, as seen in their travel management software suite. However, these travel-specific features and support options are not directly integrated into the Tallie product.
Tallie - Pros and Cons
Advantages of Emburse Tallie
Ease of Use and Automation
- Emburse Tallie is highly intuitive and user-friendly, making it easy for employees to submit expense reports and for administrators to approve them.
- The software automates many steps of the expense management process, including generating expenses from receipt images and auto-assigning transactions to cardholders.
Integration with Accounting Systems
- Tallie seamlessly integrates with popular accounting systems such as QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, and NetSuite, ensuring smooth data transfer and reconciliation.
Efficient Expense Tracking and Reporting
- It allows users to track expenses easily, including corporate credit card transactions, and provides features like rapid receipt scanning and automatic report generation.
- The software supports mobile receipt upload, making it convenient for users to log expenses on the go.
Compliance and Risk Mitigation
- Emburse Tallie uses AI to ensure policy compliance, detect anomalies, and safeguard against fraud, enhancing financial integrity and risk mitigation.
Time and Cost Savings
- The automation features save an average of 67% of the time spent on spreadsheet reports, making the expense management process more efficient and cost-effective.
Additional Features
- Tallie includes map-based mileage calculations, GPS-enabled start/stop functions for mileage tracking, and the ability to export data directly to accounting or bill pay systems.
Disadvantages of Emburse Tallie
Support Issues
- Some users have reported difficulties in getting direct support from the company, with frequent redirection to FAQs and the knowledge base.
Import and Sync Issues
- There have been complaints about the difficulty in importing new cards and syncing data between the phone app and web version.
Limited Travel Management
- Tallie is not ideal for organizations that require extensive travel management features, as it focuses more on expense reporting and reimbursement rather than travel management.
User Interface
- Some users find the user interface outdated and in need of a facelift, which can be confusing for new customers.
Specific Feature Limitations
- Users have noted that the software lacks more advanced analytics and spend analysis features, which could be beneficial for better financial insights.
Credit Card Compatibility
- There are issues with syncing certain credit card companies, such as BREX, which can limit its utility for some users.
By considering these points, you can make a more informed decision about whether Emburse Tallie meets your specific needs for expense management and reimbursement.
Tallie - Comparison with Competitors
Unique Features of Tallie
- Integrated Travel Booking: Tallie Travel, powered by AmTrav, offers a user-friendly travel booking platform that integrates seamlessly with the Tallie expense platform. This integration allows for automatic policy enforcement and transaction reconciliation, including benefits like negotiated rates, duty of care services, and 24/7 support.
- Emburse Cards: Tallie’s Emburse Cards come with built-in policy controls, enabling granular spend management. These cards can be easily issued and administered, with controls over specified merchants, transaction amount limits, and day/time restrictions. Transaction data is automatically matched with receipts for no-touch reconciliation.
- Dynamic Expense Generation: Tallie automates expense creation by allowing users to send receipts via various methods (mobile app, email, or desktop upload). It also auto-assigns transactions to cardholders and calculates mileage expenses using GPS-enabled start/stop functions.
Competitors and Alternatives
Expensify
- Expensify is a comprehensive payments superapp that includes corporate cards, expense tracking, next-day reimbursement, invoicing, and travel booking. It is known for its free features and user-friendly interface, making it a popular choice for small businesses and individuals. Unlike Tallie, Expensify offers a broader range of financial management tools beyond just expense and travel management.
- Unique Feature: Expensify’s all-in-one app approach simplifies multiple financial tasks, including payroll and bill pay, which is not a primary focus of Tallie.
SAP Concur
- SAP Concur simplifies expense, travel, and invoice management with greater visibility and control. It offers a more enterprise-focused solution compared to Tallie, which is often preferred by smaller businesses.
- Unique Feature: SAP Concur provides advanced reporting and analytics, as well as deeper integrations with ERP systems, which may be more appealing to larger organizations.
Yokoy
- Yokoy is an AI-driven travel and expense management solution that streamlines expense reporting and prevents fraud. It features configurable no-code workflows, automated tax readouts, and built-in compliance checks.
- Unique Feature: Yokoy’s AI can automatically detect and categorize expenses, including tips and gratuities, and ensures audit-proof data tracking from the moment expenses are incurred to reimbursement. It also offers automated VAT reclaims and intelligent expense processing.
Ramp
- Ramp is another alternative that offers spend management and expense tracking with a focus on automation and real-time reporting. It integrates with various accounting systems and provides features like automated expense categorization and real-time spend tracking.
- Unique Feature: Ramp is known for its strong focus on real-time spend visibility and automated expense categorization, which can help businesses manage their finances more effectively.
Key Differences
- AI Integration: While Tallie has automated features, Yokoy stands out with its extensive use of AI for expense categorization, tax readouts, and compliance checks. Expensify and Ramp also offer automation but may not be as heavily AI-driven as Yokoy.
- Scalability: SAP Concur is generally more suited for larger enterprises due to its advanced reporting and ERP integrations, whereas Tallie and Expensify are more geared towards smaller businesses.
- Comprehensive Financial Management: Expensify offers a broader range of financial management tools beyond just travel and expense management, making it a more versatile option for businesses looking for an all-in-one solution.
Tallie - Frequently Asked Questions
Here are some frequently asked questions about Tallie, along with detailed responses to each:
What are the different pricing plans offered by Tallie?
Tallie offers a tier-based pricing model that includes four main plans: Basic Accounting, Cash Control, Cloud ERP, and Practice Management. Here’s a brief overview of each:Basic Accounting
Starts at $50 per month, includes the complete expense report software suite, and integrates with QuickBooks Desktop, QuickBooks Online, and Xero.Cash Control
Starts at $95 per month, includes all features from the Basic Accounting plan plus integration with Bill.com for expense report reimbursement.Cloud ERP
Starts at $200 per month, includes all features from the previous plans plus integrations with Sage Intacct and NetSuite.How does the billing work for Tallie?
Tallie bills based on active expense trackers. You create a Tallie user account for every employee, contractor, or individual who may incur expenses. At the end of the month, Tallie calculates usage based on users who created at least one expense during that month. This means your bill only increases with actual usage.What features are included in all Tallie plans?
All Tallie plans include unlimited expense reports, unlimited receipt scanning, unlimited personal and corporate credit card direct data feeds, flexible approval chain configurations, policies, and internal controls. Additionally, they integrate with various accounting systems like QuickBooks, Xero, Sage Intacct, and NetSuite.How does Tallie handle receipt scanning and expense reporting?
Tallie scans and imports receipts from multiple sources, auto-categorizes them, and checks for duplicates. It also generates automatic expense reports and integrates this data directly into your accounting system, ensuring all expenses are accounted for and on time.Can I upgrade or downgrade my Tallie pricing plan?
Yes, you can upgrade or downgrade your pricing plan at any time. To upgrade, go to your company settings, click on Billing, and then Change Plan to select the new tier. For downgrading, you need to contact Tallie Customer Support.How do Emburse Cards work with Tallie?
Emburse Cards, both virtual and physical, can be issued to employees with comprehensive pre-spend controls. These cards allow employees to pay for approved expenses without using personal cards. The cards can be added to mobile wallets, and the same rules are enforced. Cards can also be deactivated with one click or by expiration date. Tallie integrates with Emburse Cards to automatically populate merchant data into the system.What kind of integrations does Tallie offer?
Tallie integrates seamlessly with various accounting systems such as QuickBooks Desktop, QuickBooks Online, Xero, Sage Intacct, and NetSuite. It also integrates with Bill.com for expense report reimbursement and other financial software systems to ensure payments are made on time.How does Tallie help with corporate spending visibility?
Tallie provides company administrators with full visibility into the state of all expenses and reports. This allows administrators to act on behalf of users if necessary and ensure all expenses are on time and accounted for.Is there any cash back benefit with using Tallie and Emburse Cards?
Yes, with Emburse Cards, you can get up to 1% cash back on all purchases, which is credited directly back to your account.Does Tallie support travel expense management?
While Tallie itself is primarily focused on general expense management, it can be paired with other Emburse solutions like Emburse Go, which enhances the end-to-end business travel experience by helping travelers manage their itineraries, capture receipts, and submit business expenses for reimbursement.