
Very easy to create and submit expenses + final expenses reports with workflow tracking. Integrates nicely with an app on the phone for taking pictures of receipts. Good export functionality of reports. Review collected by and hosted on G2.com.
Nothing I dislike specifically. Sometimes the buttons to go back and look at history are not as intuitive as I believe they can be, but clicking around I usually find what I need relatively quickly. Review collected by and hosted on G2.com.
What I like best about Tallie is the the pre-populated "Project" section of an expense. Most expensive softwares I've used in the past do not support this level of specificity, but it makes it really easy to organize my expenses and see which projects have cost us the most money, versus the revenue we received for said project. Review collected by and hosted on G2.com.
The mobile application still has a lot of kinks to work through in my opinion. I find myself waiting for a really long time when trying to scan a receipt and have it auto-generate into the app. Also, once it finally is auto generated, I still have to manually select how to file the expense (i.e - category, project, etc). It really doesn't save me much time when I'm on-the-go. Review collected by and hosted on G2.com.
Our company enjoys how easy Tallie is to use, set up, and train new employees on. We also like how if we have any issues there are multiple ways to help get answers. Review collected by and hosted on G2.com.
While their customer support is great we would prefer to have a dedicated rep to handle any issues we may run into. Review collected by and hosted on G2.com.
I like that you can link your cards to the app. You can place the receipts in with the expenses, and can see when the expense is approved. Review collected by and hosted on G2.com.
I wish there could be a place on one report to break it down by credit card instead of different reports Review collected by and hosted on G2.com.
Ease of use, all around, whether as a user, reviewer, or processing our own expenses. It is CLEARLY the easiest package I've ever used, and can most recently benchmark against Concur, or Expensify. There is no comparison! Review collected by and hosted on G2.com.
Very little, to nothing really! The only thing might be cost, though generally it is very affordable, and very first in class vs. other options! Review collected by and hosted on G2.com.
Reliable integration with QBO. The support pages end-users are clear and helpful. Review collected by and hosted on G2.com.
Would like to see option for person who exports reports to QB to be automatically notified when reports are available for export Review collected by and hosted on G2.com.
It is convenient to have all the charges and receipts in one place. We are able to easily check and approve any charges and if there is an expense that falls out of our policy, we are able to set up notification to inform the employee before they submit. We also are able to use it for our corporate credit cards. It syncs to our account and automatically pulls over the charges. It makes coding expenses easy. Review collected by and hosted on G2.com.
Sometimes we have issues with the connectivity between Tallie and the bank that issued our credit cards. When this happens, sometimes double charges are created on our account. We have to reach out to support for them to enable us to delete the duplicate charges, but I believe that is a setting we set up in implementation to prevent other users from deleting charges on their corporate card. Review collected by and hosted on G2.com.
It's really simple to use. I like that there is a mobile app that enables you to submit expenses on the go. In addition, there is also a really easy way to forward email receipts! Review collected by and hosted on G2.com.
The auto fill functionality for receipts is sometimes inaccurate. Because of that, you have to check the amount indicated before submitting your expense Review collected by and hosted on G2.com.
I love the fact that the second step after initiating a new report is to take a photo of the receipt (or add a file from phone storage, if PDF). Review collected by and hosted on G2.com.
I am unable to find a way to view historical reports submissions via the app. Review collected by and hosted on G2.com.
When receiving a receipt/invoice via email, you can forward it to your tallie account for automatic upload. Their smart receipt reader plugs in the high level info so creating expense reports is quick. Review collected by and hosted on G2.com.
The system often pulls the wrong cost value, so you need to be careful to double check the correct amount is being expenses. Review collected by and hosted on G2.com.
my company uses tallie to expense costs whenever we use our own cc for business reasons and tallie is super easy to use and adopt.
no training required, you can pretty much explore the interface and learn by using Review collected by and hosted on G2.com.
you cannot see historical data, that is frustrating as sometimes i forget whether an expense has been entered
there is no reminder email if an expense is NOT seen by the spprover Review collected by and hosted on G2.com.
I had serious problems every month end the reconciliations of the cards were my worst nightmare and I had to resort to professional accountants not only for my personal expenses but also for some work trips that I had to do, in more than one opportunity I lost important invoices I kept in my wallet even before adding it to the reimbursement expenses and it was a headache to include these to the list, start tallie and it's a blessing, I really like the facility to include and take the invoices and to be very well synchronized With many important pages I can make refunds quickly, the program extracts each transaction separately for example by integrating very well with quickbooks that facilitates most of the transactions and decreases the work and makes it one of the best programs I currently use Review collected by and hosted on G2.com.
Although each month the program improves, the OCRs continue to be an important detail that must always be borne in mind when using it, I think it is very close to 83 percent in its accuracy when the receipts were bought with transactions that were downloaded, but they are details that improve over time and with each new update Review collected by and hosted on G2.com.
Before using tallie I had my wallet full of bills and papers and it was stressful having to see and organize it, more than once I got lost and I had to make a refund of my own money, I used tallie not only to the company also for my personal use, in my area of work I have to travel frequently to different cities and even to other countries and the program is often a blessing to quickly and correctly take the accounting and order of each invoice without the need to resort to an expert, with this software I have a very precise monitoring that focuses on the expenses and future invoices and outstanding payments of the company and personal. Review collected by and hosted on G2.com.
starting the program on my android I realized that the systems of invoice scanning are slow, and I had to try again and again to make it effective, I do not know if it is due to the phone or the program, but I would like you to make a tool more modern that streamlines the process and allow quick management, is a simple detail that I consider very important to save working time with the software Review collected by and hosted on G2.com.
I have used a few other big name expense management trackers and I really enjoy Tallie for the ease of use that it provides. I also have my marketing card linked here and it’s really easy to get those expenses in too. Review collected by and hosted on G2.com.
There is nothing that I dislike. I have been using it for 4-5 months now and it’s so easy to get my expenses in. Review collected by and hosted on G2.com.
With this product it is now easier to scan the invoices and load them into the system, It is easy to use and its service has a very good price that makes it have an excellent value, now we can use everything on the web and say goodbye to the paperwork in the wallet Review collected by and hosted on G2.com.
You have to be constant keeping the folders clean so that so many do not accumulate documents that are unnecessary, in addition the application freezes a lot when you use the mobile Review collected by and hosted on G2.com.
The App is easy to navigate and upload receipts from your phone. The category is easy to filter through and it can take less than 10 mins to fill out. Review collected by and hosted on G2.com.
Nothing! I have really enjoyed using this to track expenses. Review collected by and hosted on G2.com.
The good thing about Tallie is that it is easy to select from a drop down list of fields and codes to select expenses. Also, if you download the mobile app and take pictures of your receipts, it automatically pre-fills your expense report. Review collected by and hosted on G2.com.
Some expense codes that aren't uploaded and requested have to be manually entered/imported by an admin. That issue can lag the the expense approval process. Maybe there can be a way to manually enter codes that aren't showing that can be expensed later once uploaded? Review collected by and hosted on G2.com.
I love the mobile app. Makes it easy to travel and collect the required data for submitting the Reimbursement. Review collected by and hosted on G2.com.
I am disappointed that their mobile app does not support SSO SAML. I wish I could batch Review collected by and hosted on G2.com.
I really like the simplicity of Tallie. Easy to quickly snap pictures of receipts from business trips. Able to see a list view of all expenses that are Unsumbmitted, Submitted, Approved & Exported. Also, there is a 'reminder' feature which is great if your manager forgets to approve. Review collected by and hosted on G2.com.
Not much to complain about. I have been using it for about 2 years and have not had any issues. Review collected by and hosted on G2.com.
Tallie is easy to use. You simply snap a picture of an expense receipt and it scans for info. Mileage can also be tracked. Review collected by and hosted on G2.com.
I wish Tallie would keep track of places and contacts. You have to input same info from week to week. Review collected by and hosted on G2.com.