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Tallie

Name: Tallie
Rating: 4.5 (2 reviews)

By Tallie

Tallie is an automated and strategic web-based expense report software that reshapes how enterprises and businesses tackle a very important aspect of accounting – expense management. Crafted by the brilliant and innovative minds of accountants, Tallie enables users to efficiently and smartly capture, handle, and report work-related expenses. Different professionals in an organization can leverage this technology solution to save time, increase productivity, and improve compliance. Being a paperless export report software, Tallie eliminates the need to compile a bunch of receipts, as the software allows employees to instantly capture and deliver expense data recorded on receipts using their mobile phones. Managers and approvers can also use this software to streamline the process of overseeing and reviewing expenses, alerting them when it detects duplicate expenses when employees haven’t yet submitted their expense reports, and if expenses violate the policies they are implementing. Tallie helps finance teams produce expense reports that are accurate and error-free. It can be integrated with various accounting solutions, bill pay systems, and ERP tools, making it possible for users to simplify the way they move and synchronize data between multiple systems. Marvellous features are incorporated into Tallie which make the lives of field personnel, salespersons, approvers, CPA managers, and business executives easier. For instance, when it comes to expense capturing, it offers a feature that enables users to automatically calculate mileage. They can also import information from credit card transactions and check credit card expenses against receipts. The expense report software is built with intelligent expense processing features that can code transactions, categorize expenses, and group expenses into reports. In terms of reviewing expenses, Tallie provides managers and approvers with the capability to keenly monitor their entire expense report approval process. They can keep track of the submitted expense reports they need to approve as well as determine which stage of the approval process an export report is currently in. The software allows them to check documents and files associated with expenses, leave comments and notes on expense reports, and view flagged expense policy exemptions and violations directly from within their mobile devices. Furthermore, users can configure Tallie and let it adapt to their own needs and processes, enabling them to customize what specific employees and teams can see so the they can enter data quickly and accurately, set up expense approval workflows that have multiple approvers and routing levels and options and build and enforce expense policies and rules with flexibility.

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Highlights : About Tallie

Designed with Mobile Users in Mind

Capture and Generate Expenses Dynamically

Track and Calculate Mileage

Credit Card Import Feature

Reconcile Expenses Reports against Credit Card Statements

Expense Policy Rules Engine

About Tallie

Tallie is an automated and strategic web-based expense report software that reshapes how enterprises and businesses tackle a very important aspect of accounting – expense management. Crafted by the brilliant and innovative minds of accountants, Tallie enables users to efficiently and smartly capture, handle, and report work-related expenses. Different professionals in an organization can leverage this technology solution to save time, increase productivity, and improve compliance. Being a paperless export report software, Tallie eliminates the need to compile a bunch of receipts, as the software allows employees to instantly capture and deliver expense data recorded on receipts using their mobile phones. Managers and approvers can also use this software to streamline the process of overseeing and reviewing expenses, alerting them when it detects duplicate expenses when employees haven’t yet submitted their expense reports, and if expenses violate the policies they are implementing. Tallie helps finance teams produce expense reports that are accurate and error-free. It can be integrated with various accounting solutions, bill pay systems, and ERP tools, making it possible for users to simplify the way they move and synchronize data between multiple systems. Marvellous features are incorporated into Tallie which make the lives of field personnel, salespersons, approvers, CPA managers, and business executives easier. For instance, when it comes to expense capturing, it offers a feature that enables users to automatically calculate mileage. They can also import information from credit card transactions and check credit card expenses against receipts. The expense report software is built with intelligent expense processing features that can code transactions, categorize expenses, and group expenses into reports. In terms of reviewing expenses, Tallie provides managers and approvers with the capability to keenly monitor their entire expense report approval process. They can keep track of the submitted expense reports they need to approve as well as determine which stage of the approval process an export report is currently in. The software allows them to check documents and files associated with expenses, leave comments and notes on expense reports, and view flagged expense policy exemptions and violations directly from within their mobile devices. Furthermore, users can configure Tallie and let it adapt to their own needs and processes, enabling them to customize what specific employees and teams can see so the they can enter data quickly and accurately, set up expense approval workflows that have multiple approvers and routing levels and options and build and enforce expense policies and rules with flexibility.

Specifications

Business Size

Startup

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Source Documentation

Create and Configure Multi-Layered Approval Workflows

Delivers Optimized Browser-Based Experiences

Create Expenses from Captured Receipt Photos or Emailed Receipts

Manage Credit Card Transactions and Expenses

Smartly Categorize Credit Card Transactions based on Behavior

Set And Enforce Internal Controls

Detect Expense Duplicates

Flexible Expense Coding and Categorization

Integration and Bidirectional Activity-Based Data Synchronization

Benefits

Capture And Generate Expenses Dynamically

Capturing and generating expenses using Tallie is dynamic. As an automated expense report software solution, Tallie replaces manual methods of capturing expense data and creating expenses. For example, the software enables users to take pictures of receipts through the aid of its mobile application, upload receipt photos saved in their mobile phones, or forward receipts to Tallie as HTML documents or email attachments. They can also move receipt photos to the software by simply doing a simple drag-and-drop via their web browser. Given all these options, they no longer need to compile receipts and manually collect expense data.

A Smart And Automated Way To Manage Credit Card Transactions And Expenses

Tallie offers features that transform how users handle credit card transactions and expenses. It comes with a credit card import feature that lets them instantly pull in information from thousands of banks that are connected to the software, streamlining the importation of corporate or personal credit card information which includes merchant, credit card transaction date, and amount and eliminating the need to do time-consuming data entry tasks.

Set And Enforce Expense Controls Through The Aid Of A Policy Rules Engine

Tallie enables users to set up and enforce expense controls to minimize risks and improve compliance. The software is built with an expense policy rules engine that makes it possible for users to create rules that specify the requirements employees need to meet and adhere into. Expense rules can be formed based on the type of project employees are involved with, the type of expense category their expenses fall under, and other factors. They can also set and impose limits and thresholds for each expense category and depending on whether an expense is billable or not. Tallie generates alerts when a particular expense violates an expense policy or rule.

Identify And Track Duplicate Expenses

The expense report software allows users to immediately spot duplicate expenses. These are expenses that have the same amount, incurred for the same transaction, and sometimes recorded on the same date. Although some duplicate expenses may be considered as legitimate or authorized expenses, users should keep track of them, as they can be the consequence of an honest mistake or a fraudulent behavior and activity. Tallie automatically identifies duplicate expenses, and they are flagged so users are alerted and can find out the real reason why such expenses were recorded.

Flexible Expense Coding And Categorization

One of the great features offered by Tallie is expense coding. But what is expense coding, anyway? This is actually a method by which codes in the form of numeric characters are assigned to individual expenses. Expense coding is being applied so that expenses are easily categorized or classified. The export report software permits users to apply an expense coding that is tailored to their own General Ledger. Moreover, expense coding using Tallie is flexible because it enables them to code and categorize expenses based on expense accounts or product and service line items, making mapping of expenses seamless and enhancing the execution of project-based accounting.

Multi-Layered Expense Approval Process

Tallie allows the creation and configuration of expense approval workflows that are flexible enough to adapt to users’ unique needs and requirements. They can set up an expense approval process that involves multiple reviewers and approvers, controls, and routing options; forming multi-layered approval chains. For example, expenses can be routed to specific approvers depending on their amounts, such as if they go beyond a certain spend threshold or limit. If users want to route expenses according to the projects they belong to, that is made possible, too. In the event that expense reports need to be reviewed by separate approvers, employees don’t have to manually separate their expense reports based on the approvers. This is because Tallie automatically divides their reports into smaller parts wherein each part is routed to the designated approver as needed.

Integrates And Synchronizes With Other Systems

Tallie can be integrated with various accounting programs, bill pay systems, and ERP tools such as Intacct, QuickBooks Online, QuickBooks Desktop, Xero, Bill.com, SAP, Oracle, and Microsoft Dynamics. Tallie’s integration feature provides an activity-based synchronization capability. This means when users modify or update a data that resides in a system which is integrated with Tallie, the change or update they made will reflect on Tallie where the same data is found. This activity-based synchronization capability is bi-directional, which simply means it works both ways. So, when a change is made to the data stored in Tallie, the other system will be updated accordingly.

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