Emburse Tallie

Useful for recordkeeping as well

Vorteile:

We've tried other expense reporting systems and what Tallie does that we've had difficulty finding elsewhere is its ability to be used to capture receipts. The app and website are both intuitive. The expense reports are easy to read. We love that it connects to Bill.com, which we use to reimburse our clients' employees! However, some clients also use it to store receipts for everything they buy with their credit cards. The receipts are automatically matched with each downloaded transaction. Their QuickBooks integration is great because unlike some other systems, they import each transaction individually with vendor, account, and class data. This makes reconciling credit cards at the end of the month quite easy.

Nachteile:

The only thing about Tallie that could still use some work is their OCR. We've found that it's about 80% accurate in matching receipts to downloaded transactions. Every month we do have to go in for a little cleanup to remove duplicates and merge transactions. Duplicates are pretty easy to find, so it's not too troublesome.

Great product for small businesses

Kommentare: I feel this is a feature-rich, customizable and easy to administer accounting tool. I would recommend it to others, especially to small businesses (<40staff) who are looking for a reasonably priced solution. If you have more 40 employees, it may not meet your expanded needs.

Vorteile:

This product has served us well for about 5+ years. We were able to configure it for reporting of expenses as well as tracking hours worked. Additionally, the ability to do quick exports to QuickBooks Online for billing and payments makes expense reimbursement easy. Billable items are easily added to client invoices along with details and receipt attachments.

Nachteile:

Tallie has been "flaky" recently. Some staff have reported issues with expense entry. On the Admin side, I have had occasional problems getting approved reports to export to QuickBooks Online. Support has always been helpful and able to resolve the issue, but has occasionally taken a few days to complete.

Slow Customer Support - Won't Fix Bugs

Vorteile:

Tallie is excellent at handling expense and credit card reports between end users, Quickbooks, and Bill.com. It works well most of the time. It does a really good job and is easy to use.

Nachteile:

I have become increasingly frustrated with the development team and support team at Tallie. It's absolutely horrible. There are bugs which have plagued us for years, and they won't fix them. I've pointed them out and gone through proper channels of reporting. They just don't seem to care. Some of these are minor graphical bugs that confuse my users. But it doesn't matter, they don't improve their software. As a result of other bugs they refuse to fix, I have to regularly contact them to do "back end syncs" to fix glitches. But their customer support has become absolutely horrible. So, just to get them to click the button on their end to do the "back end sync" I have to wait at least 24 hours. And if I have a support issue that requires back and forth, they take at least 24 hours for each reply - so be prepared for 3-4 days to get something simple resolved. I suspect that because they refuse to put time into development and fixes, their support staff is overburdened dealing with lingering bugs. When we onboarded them a few years ago their support was great - but at this point I can no longer recommend them.

Great for Small Business

Kommentare: Overall Tallie was a great program when we were a very small company with limited rules. However as we got larger and needed more regulations, we needed to switch to another Emburse program.

Vorteile:

Tallie is great at being able to reconcile credit card statements. You can put a certain amount of rules on each expenditure needs. You can add multiple pictures for long receipts. It is an easy to use platform.

Nachteile:

The rules cannot be separated out by position type. This is not great for companies that have spending limits that are different for different types of employees. The other issue that I do not like with Tallie is that receipts do not auto match. When there is a 2-3 day lag, it is hard to remember to go back and upload a receipt.

Good for Large Businesses

Kommentare: Great experience

Vorteile:

Tallie is flexible enough to be molded to fit the needs of our non profit contract bill for services model.

Nachteile:

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