Tallie

4.2
(65)

Save time and accelerate your expense report process with Tallie -- the complete automated accounting solution for expense reports.

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Showing 65 Tallie reviews
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lonren r.
Validated Reviewer
Verified Current User
Review Source
content

"The system and platform of scan and billing of tallie is modern and effective"

What do you like best?

It has never been so easy to scan invoices and upload them to the system as when I used tallie, I started using the program when I realized that accumulating invoices in folders and purses did not give me a good result, more than one I got to lose and unfortunately the company I charge it, this caused me a lot of discomfort and then I started tallie, it is the program that helped to eliminate most of my problems with billing, with the charge invoices online quickly and I order them, it is easy to use and their service has a very good price that makes it have an excellent value

What do you dislike?

I always have to pay attention to delete and clean the folders and files to keep a good order and not accumulate amounts the system should improve it and make it more automatic to have a smarter monitoring to take more resources and have time savings in the work that can be used in other important activities

Recommendations to others considering the product:

I advise people who still use old methods of billing and sweeping data to prove tallie no longer need to have papers and bills the program has great benefits for each different client and offers great security so they do not have to have more worries at work

What problems are you solving with the product? What benefits have you realized?

The tallie program takes away billing problems and lost papers, it helps me to load invoices in the database with the android and other devices more easily than almost all the programs that I get to use and it has good security and also has a good price. very complete and it saves me money and time

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steve h.
Validated Reviewer
Verified Current User
Review Source
content

"include invoices and make reimbursements is a simple task with the help of tallie"

What do you like best?

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

What do you dislike?

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

Recommendations to others considering the product:

a very important point if you are going to use tallie, always take into account the accuracy and the margin of the program, and every month make cleanings so as not to accumulate the duplicates and keep up to date all the transactions, seeing it well the program has very good value and without doubts is excellent to have it in the work and in the personal life to facilitate many managements and to have a good handling of the accounts and the accounting in general

What problems are you solving with the product? What benefits have you realized?

Tallie has many advantages for each user, but the biggest one is the great facility it offers to take and include invoices, it is fast and it has good precision, besides the cost is very good compared to other programs and I like its integration with platforms and programs that are used in my company that for example make reimbursements simple every month

What Expense Management solution do you use?

Thanks for letting us know!
jeff w.
Validated Reviewer
Verified Current User
Review Source
content

"I no longer have bills in my wallet with tallie solutions"

What do you like best?

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.

What do you dislike?

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

Recommendations to others considering the product:

To properly carry out personal and company accounting are decisive factors that can be improved significantly with a program such as tallie and from my point of view with my months of experience using it I give you my recommendations to start its use and execute the excellent service it offers the provider

What problems are you solving with the product? What benefits have you realized?

No longer having to order hundreds of papers in the wallet and being able to have an accurate accounting myself without the need of an expert using the program are benefits that few programs have and its interface is very easy to handle what makes the ideal program for all types of people and are the things that made me use it and still keep enjoying its great services

Emili M.
Validated Reviewer
Verified Current User
Review Source
content

"Useful for record keeping too""

What do you like best?

we have tried other expense reporting systems and what Tallie does that we have had difficulty finding elsewhere is its ability to capture receipts. The application and the website are intuitive. The expense reports are easy to read. We love that you connect to Bill.com, which we use to reimburse our customers' employees! However, some customers also use it to store receipts for everything they buy with their credit cards. The receipts are automatically compared with each downloaded transaction. Its integration with QuickBooks is excellent because unlike other systems, they import each transaction individually with the provider, the account and the class data. This makes the reconciliation of credit cards at the end of the month quite easy .

What do you dislike?

the inability to process refunds within the Tallie application, has to be integrated with a payment processing application or directly into the accounting software for payment. Until recently, Tallie did not have an assistant role for C-suite executives

Recommendations to others considering the product:

This program is easy to use and you can also configure a single person so you can manage all times of mutiple executives under your username

What problems are you solving with the product? What benefits have you realized?

Tallie saves time for our finance team and allows the buyer to have an organized visual view of each expense

JULIO MANUEL R.
Validated Reviewer
Verified Current User
Review Source
content

"Useful for recordkeeping as well"

What do you like best?

The company has seen convenient to use, great mobile application! You can take a photo of the receipts with your phone and send them right there through the application or email, it is not necessary to track the loose receipts

What do you dislike?

The Tallie mobile application freezes a lot, which forces me to use the web portal. This can be frustrating when you travel and try to make your expense reports on the fly

Recommendations to others considering the product:

Clean interface Has an app, so receipts can be uploaded via app, emailed, or uploaded via desktop Expenses recognized by Amex pre-populates

What problems are you solving with the product? What benefits have you realized?

Our refund process used to send a spreadsheet once a month and send photos of receipts in an email. The process was slow: it often took weeks before we were reimbursed. Now that we have Tallie, after sending it, you can approve and access our bank account less than 24 hours later. We love Tallie. There is not a bad word to say about it.

Ray J.
Validated Reviewer
Verified Current User
Review Source
content

"Makes Tracking Your Expenses an Easy and Organized Process"

What do you like best?

We used to have to manually collect our travel receipts and hold on to the hard copies of those receipts for a few days until our travel charges would post to our company credit card account. We would then have to take photos of the receipts - one by one - and email them to ourselves before we could save the receipt photos to our computer. We would then manually upload the receipt photos one by one to our expense report platform. This made it easy to lose track of our receipts. Often, the photos we took of our receipts weren't clear, causing expense reports to get denied so that we could retake clear photos. Tallie has eliminated this hassle and made expense reports an easy and manageable task. I like the Tallie mobile application because I can take a photo of a receipt as soon as I receive it - right from the application. I then can discard of the hard copy of the receipt immediately because Tallie has the

electronic version. If a photo isn't clear, Tallie will make me retake the picture immediately - avoiding the hassle of having expense reports denied because the pictures of receipts weren't readable. It has made it much easier - no more having to keep track of all these paper receipts. The mobile application is definitely the thing I like the most about Tallie.

What do you dislike?

I have had some issues when attempting to scan my receipts into Tallie - while I love being able to do this, it is time consuming at times because Tally often pulls in the wrong information from a scanned image, forcing you to have to rescan receipts - sometime more than once. If the scanning feature was improved, Tallie would have no flaws in my opinion.

Recommendations to others considering the product:

Tallie is a good product no matter how often you travel because it simplifies the entire process of expense reports. It makes it so much easier by electronically tracking everything to be ready and available at a moments notice. The information is easy to pull from Tallie and run in a easy to read report.

What problems are you solving with the product? What benefits have you realized?

Tallie has made creating expense reports easier on all levels. I save so much time not having to manually input a weeks of travel receipts into our system - Tallie keeps the records and makes it easy to access at a moments notice. Tallie has also saved money because I no longer have a chance to lose my receipts since I scan them into Tallie immediately - lost receipts would cost us money because we would either have to spend time tracking down another copy of the receipt or we would have to pay for it out of pocket since a receipt is required in order to be reimbursed.

Jose Jose T.
Validated Reviewer
Verified Current User
Review Source
content

"Tallie a good software option"

What do you like best?

the company able to acquire this software to control and direct the processes and projects to be carried out, through it we can organize the expenses of assets, it is a good option, easy to handle, very timely making the charges of the cash receipts, this makes a financial balance and monitoring everything related to receipts invoiced in our company

What do you dislike?

we dislike having to pay for technical supports, it freezes when it is handled by mobile devices, it is slow by cell phone. Sometimes it's slow to load the receipts.

Recommendations to others considering the product:

It is a good option, because through them our company has improved, it is a good way to improve and control our financial expenses

What problems are you solving with the product? What benefits have you realized?

this platform is helping us to improve the part of the expenses, since we control these expenditures through it.

William W.
Validated Reviewer
Review Source
content

"Make your reports with Tallie"

What do you like best?

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

What do you dislike?

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

Recommendations to others considering the product:

The main problem solved is that now with Tallie I can present the administration and the handling expenses without any inconvenience and everything from the same place

What problems are you solving with the product? What benefits have you realized?

Tallie is a good product that simplifies the entire expense reporting process. He does it much easier to electronically track everything to be ready and available in any moment. I highly recommend it

Nicole S.
Validated Reviewer
Verified Current User
Review Source
content

"Tallie is great for tracking expenses!"

What do you like best?

I have a prepaid card with my organization and Tallie is fantastic for tracking my expenses and submitting my receipts. The admins can turn tracking of my expenses on and off (I like it on) so it keeps track of which receipts I've submitted and which I have not! The expenses update in pretty much real-time so right after I make an expense I can upload my receipt and forget about it! As a user, I really appreciate Tallie and it's fantastic that we can use it for our nonprofit.

What do you dislike?

Tallie goes under a LOT of maintenance so you need to make sure you get your receipts in before that maintenance occurs. Also, the admins have to create categories, so if there's a miscellaneous expense you've made, sometimes that's difficult to sort.

Recommendations to others considering the product:

When using Tallie, take a good look at the UI to make sure it's right for your company. There's also a lot of backend you have to do yourself, like creating categories to track receipts and expenses, so make sure you plan out your categories accordingly and ensure there are categories for most types of expenses you'll make.

What problems are you solving with the product? What benefits have you realized?

We have a lot of prepaid cards given out in our organization. This allows our bookkeeper to track expenses and make sure everyone with a card is spending their money wisely! Tallie has been invaluable to our organization and our bookkeeper loves it, which makes all of our lives easier!

Kirby W.
Validated Reviewer
Verified Current User
Review Source
content

"Tallie"

What do you like best?

Tallie has been helpful for our team because we have several people with cards for the same account. SO we load receipt, delegate departments, all while being able to see the entire teams purchases. So I could even purchase something for a department that isn't my own without creating extra work for our finance team.

What do you dislike?

Often when I log on to load receipts and fill out all necessary information, it doesn't always save the information. On multiple occasions I have had to reload receipts on a purchase I had done so previously.

What problems are you solving with the product? What benefits have you realized?

Tallie saves time for our finance team and allows the purchaser to have an organized visual of every expense.

Jason S.
Validated Reviewer
Verified Current User
Review Source
content

"Easy to Use Expense Mgmt tool "

What do you like best?

I love the mobile app. Makes it easy to travel and collect the required data for submitting the Reimbursement.

What do you dislike?

I am disappointed that their mobile app does not support SSO SAML. I wish I could batch

Recommendations to others considering the product:

Set up the Mobile app to use the same Authentication as the website ... Allow SSO on the mobile!

What problems are you solving with the product? What benefits have you realized?

Time to get reimbursement is significantly reduced for the travelers. Accounting really likes it because the data is more accurate and allows for in tool mgmt approval and sync to QuickBooks

MEGAN J.
Validated Reviewer
Verified Current User
Review Source
content

"User Friendly and Easy"

What do you like best?

That it is user friendly and easy to use, all you have to do is snap a photo of receipts and send to receipts@tallie.com and they are uploaded into the correct file.

What do you dislike?

Sometimes when accounting loads all the charges Tallie doesn't recognize receipts that you previous put in the system, if the dates are off. I would hope that if the value amount and business name is the exact same it would merge the two different charges instead of you having to do it manually.

Recommendations to others considering the product:

This program is easy to use and you can also set up a single person to be able to manage mutliple executives epenses all under their login.

What problems are you solving with the product? What benefits have you realized?

Being able to submit business expenses quicker and more accurate.

Dave F.
Validated Reviewer
Verified Current User
Review Source
content

"Time saver for finances but needs some work on syncing"

What do you like best?

Easy to take photos of receipts and submit expense reports. App for iPhone and web interface. Can use to input mileage as well. Easy to approve and see employee expenses as well.

What do you dislike?

I have had issues with syncing both of expense reports that have been submitted and expenses. This can be confusing when switching between phone and web.

What problems are you solving with the product? What benefits have you realized?

Saving time with expense reports. Generally that takes up so much time that having a digital solution is a no brainer on both the submitting and processing ends.

Dave D.
Validated Reviewer
Review Source
content

"So Easy! "

What do you like best?

One of my favorite aspects of Tallie is the one-click approval process via email. In managing my team it's great to be able to get through the approval process as fast as possible. The way Tallie approaches it is very helpful. More generally, I like the expense management experience. It's a great user experience that is easy to understand. The mobile app is great too!

What do you dislike?

The only hassle I experience is when the scanning of recipients is inaccurate. That has more to do with the quality of the receipt more than Tallie however.

Recommendations to others considering the product:

There are a lot of products on the market so I would consider the UX and the efficiencies that Tallie provides to you and your team.

What problems are you solving with the product? What benefits have you realized?

Looking to find an simple and efficient process for managing expenses across the teams.

Kathy D.
Validated Reviewer
Review Source
content

"Tallie Money Report"

What do you like best?

Tallie is so simple. Being able to enter expense reports and has it approved with seconds is great. Also the fact that it could be set up on your own is also great. It's like having a personal accountant but you control it all.

What do you dislike?

So far since we are still implementing everything has been smooth.

Recommendations to others considering the product:

It's super easy to use and convenient. It imports data for you and you can easily upload receipts and it keeps track of mileage which is great.

What problems are you solving with the product? What benefits have you realized?

It's beneficial because it does all the data entry for you. It's also great that it tracks mileage for our traveling employees.

Duje J.
Validated Reviewer
Verified Current User
Review Source
content

"Simple to use, but user experience is sloppy"

What do you like best?

Interface is easy to use, ability to take pictures of receipts offline and queue is really helpful for intl travel.

What do you dislike?

The iOs app is not great, retains some already submitted expense reports. Also the scanning of receipts is not very good, rarely pulls the correct info from images, about 70% of the time off pdf's. Also when logging in on desktop, pressing "Enter" opens a new tab, which is annoying.

Recommendations to others considering the product:

The software works, and is not expensive, but the UX is just not good.

What problems are you solving with the product? What benefits have you realized?

Allows simple tracking of expenses for users.

U
User
Validated Reviewer
Verified Current User
Review Source
content

"Great software for expense management!"

What do you like best?

I like that when I am out on the road, I can take care of all my expenses on my phone as soon as I get a receipt.

What do you dislike?

The only thing I dislike about Tallie is the length of time it takes for a receipt to up load into the system

Recommendations to others considering the product:

It takes some getting use to but once you work with it a few times it becomes very simple to use.

What problems are you solving with the product? What benefits have you realized?

We have solved the problem of employees getting there expenses report in on time. Once they have the receipt they can upload it right there and be done with it.

UC
User in Cosmetics
Validated Reviewer
Verified Current User
Review Source
content

"Expenses made easy"

What do you like best?

I take a photo of my receipts, scans and saves the info or I can upload a receipt saved from my phone. It’s so easy and not time consuming having to tape all the receipts, Highlight the total amount and scan

What do you dislike?

So far none, it does the work. All I have to do is take a photo and submit

Recommendations to others considering the product:

Do it! If your company requires expenses from employees this is such a hassle free way to go

What problems are you solving with the product? What benefits have you realized?

It’s on the go, all you need is a smart phone. No more scanning (I mean who has a scanner). Receipt ink fades over time and some fades faster than others so when I get a paper receipt I just take a photo and done!

Michael G.
Validated Reviewer
Review Source
content

"Intuitive Interface and User Acceptance"

What do you like best?

We implemented Tallie two months ago with very little user training required. The mobile interface is very intuitive which is used by roughly 90% of our team. The one-time administrative setup takes several hours, but once that has been completed, the interface to Quickbooks Online is seamless.

What do you dislike?

I was initially hoping to receive a discount on the monthly fees, but in reality, the useage-based Tallie pricing model is fair.

Recommendations to others considering the product:

We have roughly 35 users and feel that Tallie is best suited to firms of our size. Give it a try - it's a great product!

What problems are you solving with the product? What benefits have you realized?

Tallie shares receipt images with Quickbooks - important for us since we often bill employee travel expenses to clients.

Scotty H.
Validated Reviewer
Verified Current User
Review Source
content

"Tallie works great - love the "reminders"!"

What do you like best?

That Tallie auto-reminds my bosses to approve my expenses

What do you dislike?

I dislike the uploading of receipts feature. I wish it would be more of a drag-n-drop functionality, that would auto-read some of the information and pre-populate.

Recommendations to others considering the product:

We've only used it for in-house employees -- not field.

What problems are you solving with the product? What benefits have you realized?

Controlling expenses and ensuring that proper reimbursement is being made.

UH
User in Higher Education
Validated Reviewer
Verified Current User
Review Source
content

"Make submitting your reimbursements request easy on the go "

What do you like best?

Tallie makes it easy to submit reimbursements while on the go. Traveling a lot, this is key. The iPhone app they have makes it easy to upload photos of invoices and receipts. Tallie also notifies you if you upload a duplicate which is great!

What do you dislike?

The system can be very glitchy sometimes. Their customer support is good at informing you when the system is down for scheduled maintenance but glitches on the site happen all too often.

What problems are you solving with the product? What benefits have you realized?

Managing staff who have expense reports while traveling abroad. Tallie makes it easy for those traveling to upload expenses on the go.

Eleanor W.
Validated Reviewer
Review Source
content

"Clunky but it works."

What do you like best?

I like Tallie because the user interface is pretty and modern. It looks cute with the little faux receipts, and the scanning feature is great and pretty accurate.

What do you dislike?

I dislike that on the app, you can't see past reports. This makes it difficult to see which expenses you're still waiting to be reimbursed for.

Recommendations to others considering the product:

The App is a little clunky and take a while to load. It's a little confusing, but once you get the hang of it it's not so bad.

What problems are you solving with the product? What benefits have you realized?

We're solving the expense reports. The benefit is that I can use my phone to submit expense reports!

Alison C.
Validated Reviewer
Verified Current User
Review Source
content

"Easy to use on the iPhone app"

What do you like best?

I like how easy it is to use on the app. I take pictures of my receipts as soon as I get them and it automatically reads them and fills in data. I can also forward email reciepts to tallie email which is a great function.

What do you dislike?

Sometimes when forwarding emails it uploads as a very long tiny picture that is hard to rwad

What problems are you solving with the product? What benefits have you realized?

How long it takes to receive many expense reimbursement has greatly shortened

UR
User in Religious Institutions
Validated Reviewer
Verified Current User
Review Source
content

"Very user-friendly, great for expense tracking!"

What do you like best?

I love that I can submit pictures of receipts. The recognition software still needs some work, but for the most part, it's been great to track receipts with.

What do you dislike?

There is not much I don't like, but I do think that there is room for improvement in the text recognition software.

Recommendations to others considering the product:

Great tool for businesses that need to track individual expenses!

What problems are you solving with the product? What benefits have you realized?

When I travel for the nonprofit that I volunteer for, this is a very convenient way for me to submit my expenses that they are covering for me, and an easy way to keep track of what they owe me after a trip is completed.

Alicia Y.
Validated Reviewer
Review Source
content

"Expensing Made Easy"

What do you like best?

Simplicity of uploading receipts from my phone. I can take pics of receipts while I'm traveling for business and not have to worry about carrying cumbersome receipts with me from place to place.

What do you dislike?

There isn't much to dislike. The app is seamless and syncs easily with Concur. I would prefer a little more usability or offline capabilities or when you have bad reception or are on a plane.

What problems are you solving with the product? What benefits have you realized?

Simplifying the expensing process. I have found that people (myself included) are submitting their expense reports quicker and being paid out a lot faster. Previously folks were taking 2-3 weeks to submit expense reports. Now they are taking 4 days.

UM
User in Medical Devices
Validated Reviewer
Verified Current User
Review Source
content

"Tallie gets the job done..."

What do you like best?

Tallie is easy to use in terms of getting what you need out of it. If you have multiple projects that have different funds, Tallie is able to provide clarity and details in what the expense was for, which project, etc.

What do you dislike?

The user interface is not friendly. Sometimes creating an expense is left out of your report and there is no way to delete additional/unused expenses. The user interface is also sometimes slow.

Recommendations to others considering the product:

Fix the user interface to be more streamlined. Make clear where to put titles, submissions, navigations, etc.

What problems are you solving with the product? What benefits have you realized?

Expense reports are filed at the company.

simon k.
Validated Reviewer
Review Source
content

"Very easy to manage the expenses."

What do you like best?

Intuitive user interface thus easy to use.

Very great reports which are reliable.

User friendly and easy to install.

Good customer support.

What do you dislike?

No complaints except that it might be confusing for first time users.

Recommendations to others considering the product:

Yes i would recommend the platform which helps with expense management thus very reliable within the company.

Great with customer support.

What problems are you solving with the product? What benefits have you realized?

Efficient for expense management within the company.

The reports are very reliable.

Its very easy to use.

Rebecca P.
Validated Reviewer
Review Source
content

"Excellent for Accounting"

What do you like best?

This is a big time saver for entering credit card charges. We love the control this gives us and limits keying errors as well as improves on record keeping with scanned receipts.

What do you dislike?

The only problem we have is with not being able to connect a class to a job which results in corrections when the wrong one is entered by the employee.

What problems are you solving with the product? What benefits have you realized?

We are improving on controls for the approval process of credit cards, improving on record keeping and organization of receipts and Project Managers have far greater visibility of charges on their projects in real time.

UH
User in Hospitality
Validated Reviewer
Review Source
content

"Helpful software for reimbursement"

What do you like best?

Tallie is a great way for large corporations to manage and keep detailed records of reimbursements. I really liked how I could manage my reimbursement from my computer, rather than needing to personally go up the chain of management for approval.

What do you dislike?

The software was a little cluttered and hard to use when trying to scan a reciept, and I found the general layout of features unintuitive.

Recommendations to others considering the product:

Make sure to get a tutorial on how to use Tallie from an experienced employee before scheduling a reimbursement because each one gets sent up the management chain for approval and you want to get it right the first time! Also helpful to get assistance the first time because some features aren't very intuitive, like uploading a receipt.

What problems are you solving with the product? What benefits have you realized?

Travel expense reimbursements

Kiahloni H.
Validated Reviewer
Verified Current User
Review Source
content

"Easy receipts for managers"

What do you like best?

That you can take pictures of receipts to add or send in the accounting for reports

What do you dislike?

When things become messed up in the system. Accounts do not appear or are not available for adding reports for.

What problems are you solving with the product? What benefits have you realized?

Easier to send reports to accounting

U
User
Validated Reviewer
Verified Current User
Review Source
content

"Very user friendly "

What do you like best?

I can just scan a receipt and go. No need to keep them all in my wallet.

What do you dislike?

It took a little while to figure out all of the in ands outs of tallie. It seems that there is a lot that tallie can do.

What problems are you solving with the product? What benefits have you realized?

I work on a team of transporters so we are always out of the office. Tallie is great for scanning receipts on the go and helping us keep track of everything.

AA
Administrator in Automotive
Validated Reviewer
Review Source
content

"Tallie can accommodate any type of business with expense reports."

What do you like best?

Mobile app functionality for uploading receipts on the fly is effective. Liked the automatic bundling of expenses into an open expense report for non-reimbursables vs. reimbursables

What do you dislike?

Inability to process reimbursements within the Tallie app, have to integrate with a payment processing application or direct to accounting software for payment

Recommendations to others considering the product:

As an employee, it is a great centralized way to submit all of my expenses and have them approved. It so much better than submitting hard copies of all my receipts. Also, the mobile version is very convenient

What problems are you solving with the product? What benefits have you realized?

Tallie makes entering receipts and mileage reimbursements onto any device easy!

UA
User in Automotive
Validated Reviewer
Verified Current User
Review Source
content

"Lots of features "

What do you like best?

You can upload receipts, convenient mobile app

What do you dislike?

Needs more online support. More expensive than other like-products. Harder to learn

Recommendations to others considering the product:

Although the support isn't great, you can get a lot of help from the forums on tallies page. Also you will be pleased with the many features and options with this program.

What problems are you solving with the product? What benefits have you realized?

Easily uploaded documents and the system autofills alot of it which means for a more productive work day

C
Consultant
Validated Reviewer
Review Source
content

"Great"

What do you like best?

I like how you are able to easily upload documents such as photos of reciepts, and the system auto-fills some information. This saves time and is easy to do from any device! The interface of this website is very easy to use.

What do you dislike?

The phone app sometimes doesn't transmit photos for receipts very well, and you need to get onto a desktop to verify uploads.

Recommendations to others considering the product:

Tallie makes entering receipts and mileage reimbursements onto any device easy!

What problems are you solving with the product? What benefits have you realized?

We used this as an expense management for 100 sales employees. Reimbursement was via check and also receipt submission for Amex cards.

Marziya H.
Validated Reviewer
Verified Current User
Review Source
content

"Easiest way to handle reimbursements"

What do you like best?

The receipts do not have to be scanned. Instead, we can take photos and upload.

What do you dislike?

Differentiating between two receipts needs to be improved. Marking receipts as duplicates can be confusing.

What problems are you solving with the product? What benefits have you realized?

Reimbursements are easy through Tallie

U
User
Validated Reviewer
Review Source
content

"great specifically for keeping track of employee goodwill that's been given out"

What do you like best?

we use this for monitoring coupons/gift cards and expenses for in-house employees. syncs with the ios version which is KEY for monitoring mileage (you can track how long your trip is in the app just by selecting when you leave and arrive with time stamps - keeps employees accountable)

What do you dislike?

a little tricky to export but overall easy once you get the hang of it. wish there were more tutorials on how the program works so it'd be an easier transition

Recommendations to others considering the product:

n/a

What problems are you solving with the product? What benefits have you realized?

helps us keep employees/employers both accountable for honesty in reporting expenses when traveling on company time. we're able to import receipts by photo, log mileage with time stamps

David Z.
Validated Reviewer
Review Source
content

"Tallie for Reimbursement of Expenses"

What do you like best?

I liked that I was available to take pictures of receipts immediately upon receiving them and able to store until the timeline for submission.

What do you dislike?

I can't recall any immediate grievances.

Recommendations to others considering the product:

Pay attention during orientation. There are numerous features and processes that you need to know in order to file successfully.

What problems are you solving with the product? What benefits have you realized?

Was able to be reimbursed remotely through the photo and confirmation process without having to tape and make notations on hard copies.

AI
Administrator in Internet
Validated Reviewer
Verified Current User
Review Source
content

"Tallie Review"

What do you like best?

I enjoy the simplicity of the main pages. It is simple for everyone to navigate through. Super user friendly.

What do you dislike?

There isn't anything that I would complain about. Tallie allows you to upload multiple expenses, and include them in one report; making it easier to just do it at once.

What problems are you solving with the product? What benefits have you realized?

We didn't have anything in place for expenses prior to Tallie. So, it is solving our expense needs by eliminating the chaos that once was.

U
User
Validated Reviewer
Verified Current User
Review Source
content

"Good way to track expenses "

What do you like best?

Easy to use interface for tracking expenses.

What do you dislike?

I haven’t found anything to dislike about this program.

Recommendations to others considering the product:

Highly recommend for employees who travel extensively.

What problems are you solving with the product? What benefits have you realized?

It’s a great way to track business related expenses in a consolidated manner to ensure proper reimbursement. It makes it easier for the accounting department to expedite the process.

Otis H P.
Validated Reviewer
Review Source
content

"Tallie is Great"

What do you like best?

Tallie: Offers small to midsize businesses that are looking for online/mobile expense management capability at an affordable price.

What do you dislike?

Not suited for larger businesses with numerous users.

Recommendations to others considering the product:

Choose Tallie! You can't go wrong.

What problems are you solving with the product? What benefits have you realized?

1) Product is available as a mobile app or online via saas/cloud.

2) Product is easily navigated.

3) Product offers solid integration options with a variety of accounting and ERP applications.

4) Product offers excellent training and help options.

U
User
Validated Reviewer
Review Source
content

"Reliable but needs upgrade"

What do you like best?

I've been using Tally for last 6-7 years now. It's easy to learn and I've grown accustomed. However, the system has hardly changed during this duration and needs to become more user-friendly and easy to navigate. It also needs a speed upgrade

What do you dislike?

It gives an archaic feeling. Why can't the functions be more easily accessible and why can't I use other parts of the screen to usefully? Why are there such big margins on the screen.

What problems are you solving with the product? What benefits have you realized?

Accounting. It follows the traditional t-system and it's easy to reconcile things.

UC
User in Computer Software
Validated Reviewer
Verified Current User
Review Source
content

"Super simple to submit expenses!"

What do you like best?

simplicity of submitting my receipts. they can be pictures or pdfs. drag and drop interface is convenient.

What do you dislike?

the auto processing of the receipts is slow and unreliable. if you can't improve the quality, then just get rid of it.

Recommendations to others considering the product:

from an end user perspective, it's great and a really nice time saver for both employees and approvers.

What problems are you solving with the product? What benefits have you realized?

It used to be a tedious process to gather receipts and submit them to the right person. Now it's as simple as taking a few photos, dragging them to the app, and clicking on submit.

UE
User in Education Management
Validated Reviewer
Verified Current User
Review Source
content

"Tallie - a great way to track and manage employee expenses!"

What do you like best?

Tallie allows employees to take photos of receipts and submit them for reimbursement.

What do you dislike?

Sometimes it takes a while for the image to process and for Tallie to convert the image into individualized expenses.

Recommendations to others considering the product:

Compare prices for other alternatives

What problems are you solving with the product? What benefits have you realized?

We implemented Tallie to create a way to manage expenses. Tallie automatically converts receipt photos into expense reports.

U
User
Validated Reviewer
Verified Current User
Review Source
content

"Count your dollars and cents"

What do you like best?

User friendly app for tracking of expenses

What do you dislike?

A lot of optional fields, making screen looks cluttered

Recommendations to others considering the product:

Try before use, got to get use to the platform before continue using.

What problems are you solving with the product? What benefits have you realized?

Tracking money so claims can be filled in time

UM
User in Marketing and Advertising
Validated Reviewer
Verified Current User
Review Source
content

"Tallie - Event Producer"

What do you like best?

Easy to use, makes capturing receipts easy when at merchant locatiIns or in the field.

What do you dislike?

It seems there should be more I can do with the app, but I’m not aware.

Recommendations to others considering the product:

Easy to use. App is great for people that travel a lot.

What problems are you solving with the product? What benefits have you realized?

Makes expense reporting fast, subordinates are able to get reports in quickly.

U
User
Validated Reviewer
Verified Current User
Review Source
content

"Great for mileage claims!"

What do you like best?

Location function makes mileage claims accurate and convenient! Now i dont miss submitting my claims!

What do you dislike?

Too many clicks needed for certain function. Some actions not intuitive - clicking versus sliding.

What problems are you solving with the product? What benefits have you realized?

Mileage claims for transport purposes.

UM
User in Military
Validated Reviewer
Review Source
content

"Easy to use"

What do you like best?

This is a great program which is easy to use for any user. Cuts back on unnecessary steps such as saving receipts. It’s efficient automated system makes it easy to track company transactions.

What do you dislike?

Tallie could create a more in depth user profile to help employees access their spending. However the current app is a simple system that provides all the necessary accounting.

What problems are you solving with the product? What benefits have you realized?

Talkie is an organized system which helps a company or business see where their budget is going to.

Elyse B.
Validated Reviewer
Verified Current User
Review Source
content

"Tallie Experience"

What do you like best?

ease of use... easy to categorize and do expenses quickly, ability to scan/email receipts

What do you dislike?

i can't see when 2 people that are approving my expenses and both have done so!

What problems are you solving with the product? What benefits have you realized?

easing the expenses categorization, etc.

UI
User in Internet
Validated Reviewer
Verified Current User
Review Source
content

"Tallie is easy and does the job"

What do you like best?

Simple to use and I appreciate that I can upload screen shots of receipts.

What do you dislike?

The home page could be more friendly for existing users rather than the "client log in" button.

What problems are you solving with the product? What benefits have you realized?

We use Tallie for all employee expense reporting

UB
User in Biotechnology
Validated Reviewer
Verified Current User
Review Source
content

"Good for expenses"

What do you like best?

Can upload expenses on my phone. Makes it easy!

What do you dislike?

App can be glitchy a lot of the times when taking pictures and uploading from phone

What problems are you solving with the product? What benefits have you realized?

Expenses

Kate from G2

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* We monitor all Tallie reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.