Tallie

The CPA & ProAdvisor choice for smart, mobile expense management.

Description

Tallie does the most expense work for you! Smart, fast, mobile & the highest quality QuickBooks integration that results in 67% time savings & 50% cost savings. Start saving today!

Deep QuickBooks 2-Way Integration

Tallie's 2-way integration w/ QuickBooks achieves a high standard for depth of integration, ease of synchronization, and support across both systems. The Tallie & QuickBooks integration includes key accounting features -- Class & Project Accounting, Document Attachments, Billable Item Tracking, and more. Tallie & QuickBooks offer the only complete cloud-based accounting workflow integrated w/ Bill.com & SmartVault.

Mobile Workflow

Expenses are easily scanned, submitted, tracked and approved by any mobile device. Tallie App is available for iOS & Android.

Smart Categorization & Automatic Matching

Auto-categorization of expenses based on client usage behavior and chart of accounts. Imported credit card transactions are automatically matched to receipt images.

Policy Controls & Approval Control

In-process policy violation alerts to employees, managers and approvers. Set approvers by person, project and dollar amount. Approve expenses online or directly from email.

Document Expenses

Direct attachment of receipt images to expenses created in QuickBooks Online

Track Billable Items & Class and Project Accounting

Billable expenses and related receipt images are easily attached to client invoices. Seamlessly import project and class data for every expense into QuickBooks

Deep QuickBooks 2-Way Integration
Mobile Workflow
Smart Categorization & Automatic Matching
Policy Controls & Approval Control
Document Expenses
Track Billable Items & Class and Project Accounting

Free 14-day trialNo credit card. No commitment.$9 per active user, monthly, with a $50 minimum monthly fee


PLAN PRICE USERS DETAILS
Tallie $9 per active user (monthly) 1 A Tallie Product Expert will assist you in a custom data integration and sync solution setup A small implementation fee may be charged dependent on integrations selected Contact Tallie Sales to schedule your implementation session

Support From Tallie Product Experts: Each member of Tallie’s support team is trained as a Tallie Product Expert. Should a member of your team need a little extra help, a Product Expert is standing by.

Support: (888) 874-1118
Online: http://support.usetallie.com


Check out the most frequently asked questions below: Expand all
How much time will Tallie save me?
Tallie’s next generation software eliminates as much as 60% of processing time for both the front and back-end, providing time and cost savings for companies and empowering CPAs with time to focus on strategic opportunities in their business.
How does my receipt/expense information get updated into Tallie?
OCR (Optical Character Recognition) technology now allows users to simply snap a photo of the receipt and let the pertinent information populate automatically. Merchant, date, dollar amount, and expense category can all be automatically extracted and populated for you. This means no more manual expense data entry or creation of new columns for every expense category your company uses.