Emburse Tallie Reviews
41 Review(s)
softwareOverall Rating
4.3
41 Review(s)
Rating Distribution
5
(22)
4
(13)
3
(4)
2
1
(2)
Satisfaction Score
Ease of use
9
Value for money
8
Customer Support
8
Functionality
9
Overall Rating
4.3
41 Review(s)
Rating Distribution
5
(22)
4
(13)
3
(4)
2
1
(2)
Satisfaction Score
Ease of use
9
Value for money
8
Customer Support
8
Functionality
9
Filters
Ratings
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Time Used
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Great for Small Business
Great for Small Business
Pros
I find Tallie to be excellent when it comes to reconciling credit card statements. I can set specific rules for each expenditure, and it allows me to attach multiple pictures for lengthy receipts. Overall, it's a user-friendly platform.
Cons
Personally, I find it inconvenient that the rules cannot be customized based on position types. This poses a challenge for companies like ours that have different spending limits for different types of employees. Another drawback of Tallie is that receipts don't automatically match. When there's a 2 to 3 day delay, it's easy to forget to go back and upload a receipt.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Kira
Real Estate, 1-10 employees
Less than a year
January 2024
Easy to Use Reimbursement Platform
Easy to Use Reimbursement Platform
Pros
It's easy to use, intuitive, reliable and cost effective.
Cons
I honestly can't think of any specific feature or aspect that I dislike about Tallie.
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Samuel
Sports, 51-100 employees
More than a year
September 2023
A very handy tool, to manage receipts and expenses, especially when traveling.
A very handy tool, to manage receipts and expenses, especially when traveling.
Pros
Emburse Tallie mobile app is very helpful for managing receipts and generating expense reports. Having mileage reporting and various receipt options on the main page makes it very convenient.
Cons
I've noticed that the desktop application is less helpful compared to the mobile app, and it's not as intuitive to use.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Rod
Management Consulting, 11-50 employees
Less than a year
August 2023
Tallie makes it easy
Tallie makes it easy
Pros
This product is user friendly and helps me track expenses efficiently.
Cons
It would be great if the most frequently used addresses could be saved in some way.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
6
Ellen
Consumer Services, 51-100 employees
Less than a year
July 2023
Tallie Review
Tallie Review
Pros
Tallie is easy to use and navigate.
Cons
Currently, there are no issues or challenges that come to mind.
Ease of use
9
Value for money
9
Customer Support
10
Functionality
10
Megan
Information Technology and Services, 11-50 employees
Less than 6 months
January 2023
Convenient tool for automating expense reports
Convenient tool for automating expense reports
Pros
The ability to directly connect with my bank, import statements and receipts, along with the streamlined process, are the standout features.
Cons
Unfortunately, my bank isn't widely supported for direct connection through the platform. However, the Customer Support team assisted me in finding a solution by guiding me on how to import statements instead.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
8
Kris
Financial Services, 51-100 employees
Less than 6 months
September 2022
Two thumbs up for Emburse Tallie
Two thumbs up for Emburse Tallie
Pros
From the initial setup to the integrations, implementing Tallie was a simple and hassle free process.
Cons
Occasionally, the support response time can take a few days, but overall, I have no complaints about the product itself.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Cheryl
Financial Services, 51-100 employees
More than a year
May 2022
Mobile friendly tracking
Mobile friendly tracking
Pros
The mobile-friendly expense tracking feature is the most appealing. Being able to upload receipts while traveling or during busy conferences and meetings has been a lifesaver.
Cons
Some of the reimbursement processes were a bit cumbersome, but the efficiency of tracking expenses made up for it.
Ease of use
10
Value for money
4
Customer Support
10
Functionality
6
Fatima
Non-Profit Organization Management, 1-10 employees
Less than 6 months
May 2022
It does everything I need it to do
It does everything I need it to do
Pros
The system is highly configurable, yet it's quick and easy to set up and deploy. My staff can intuitively figure out how to use the features, which means I spend very little time on teaching or training.
Cons
I can't think of any challenges or features that I feel are missing at the moment.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
R Lyndon
Professional Training & Coaching, 11-50 employees
More than a year
February 2022
BNI Tallie Review
BNI Tallie Review
Pros
It eliminates paperwork from our employee reimbursement process and seamlessly integrates with our ERP, QuickBooks Online. Our employees love it, and it has significantly reduced the turnaround time for reimbursing employees.
Cons
The reporting capabilities are somewhat limited, but they don't pose significant restrictions. With 80 employees, this system adequately fulfills all our reimbursement needs.
Ease of use
10
Value for money
10
Customer Support
9
Functionality
9
John
Research, 51-100 employees
More than a year
April 2021
Great Product
Great Product
Pros
Ease of use, ability to attach receipts and an approval trail are the key strengths.
Cons
Unfortunately, tech support is no longer available via phone.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Samuel
Sports, 11-50 employees
More than a year
December 2020
Capable product, but demands a lot from the user
Capable product, but demands a lot from the user
Pros
We specifically use this product for expense reporting, and Tallie excels in that aspect.
Cons
I find the platform and process to be somewhat lacking in user-friendliness. There's a lot left up to the user to interpret and understand in order to submit reports correctly.
Ease of use
6
Value for money
6
Customer Support
6
Functionality
10
Steve
Religious Institutions, 11-50 employees
Less than 6 months
October 2020
Smart System
Smart System
Pros
Emburse Tallie can read receipts, recognize repeated purchases, apply GL categories and download to QuickBooks easily.
Cons
With Emburse Tallie I encountered some issues with the free trial repeatedly prompting me to download instead of starting the setup process. Additionally, after signing up on the 28th of the month, I was charged for that month's usage, even though it wouldn't be implemented for another couple of weeks.
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Colleen
Food & Beverages, 1-10 employees
Less than 6 months
July 2020
The potential to be one of the best software solutions I've ever used or implemented
The potential to be one of the best software solutions I've ever used or implemented
Pros
Tallie software is highly intuitive and user-friendly. The best features are its integration with personal credit cards and the direct integration with QuickBooks. By combining Tallie, QuickBooks, and Bill.com, we have achieved a completely paperless expense reimbursement process.
Cons
I come across a couple of challenges that led to my 4/5 ratings, but they are not necessarily things I dislike. Firstly, the platform appears relatively new, and there were several initial issues that caused delays in processing reports. However, they were responsive in addressing and resolving these problems. This brings me to my next 4/5 rating, which is for support. Regular support typically takes 2-4 days to respond and resolve issues, which can feel like an eternity when it comes to expense reimbursements. If you opt for premium support, which I highly recommend, they respond within hours. One issue somewhat beyond their control is the credit card sync. It frequently doesn't work or is very slow. I've discussed this with support multiple times, and they rely on third-party solutions. However, they offer additional credit card sync options beyond the default ones displayed, which can be activated when you contact them. Some of these options work better than others, but be prepared for periodic syncing interruptions. While it doesn't prevent report submission, it can be a bit of a hassle during reconciliation with your credit card statement.
Ease of use
10
Value for money
10
Customer Support
8
Functionality
8
Michael
Information Technology and Services, 1-10 employees
Less than a year
June 2020
A Great Way to Submit Receipts!
A Great Way to Submit Receipts!
Pros
Instead of filling out forms and making copies of receipts each month, I can simply use my phone to take pictures of my receipts and upload them into Tallie. From there, I can assign them to line items, describe the expenses and submit my expense report.
Cons
Occasionally, the receipt I upload doesn't immediately appear on the website. Typically, it shows a message saying "receipt uploaded," but I need to navigate away from that screen and then return to see the receipt. It's not a major issue since I usually have the receipt or its image right in front of me. I find it slightly challenging to use the mobile version due to the smaller screen size, especially when submitting receipts through the app. The site sometimes takes a bit longer to load. These are all minor concerns.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Tommy-Lee
Religious Institutions, 1-10 employees
Less than a year
June 2020
Slow Customer Support - Won't Fix Bugs
Slow Customer Support - Won't Fix Bugs
Pros
Tallie handles expense and credit card reports seamlessly between end users, QuickBooks and Bill.com. It performs well most of the time and is very much user-friendly.
Cons
I've grown increasingly frustrated with the development and support teams at Tallie. It has been an absolutely terrible experience. We've been plagued by bugs for years, and they refuse to fix them. Despite reporting the issues through proper channels, they seem indifferent. Some of these bugs are minor graphical glitches that confuse my users, but they show no improvement in their software. As a result of other unresolved bugs, I frequently have to contact them for "back end syncs" to resolve glitches. However, their customer support has become extremely poor. To get them to perform the "back end sync" action, I have to wait at least 24 hours. If I have a support issue requiring back-and-forth communication, each reply takes a minimum of 24 hours. Therefore, simple resolutions can take 3-4 days. I suspect that their lack of investment in development and bug fixes has overwhelmed their support staff. When we initially onboarded them a few years ago, their support was excellent. However, at this point, I can no longer recommend their services.
Ease of use
10
Value for money
8
Customer Support
3
Functionality
10
Bret
Broadcast Media, 11-50 employees
More than a year
May 2020
Travel for work is so much easier now
Travel for work is so much easier now
Pros
Being able to scan my receipts while traveling means I don't have to hold onto them until I return to the office. I can submit my expense reports promptly instead of waiting until the peak travel season ends.
Cons
When I forward a receipt from email to the system, there are instances where I end up with an extra receipt that includes the basic email content instead of just the attached PDF. Usually, I have to access the web version to correct this, although it doesn't always happen. Thankfully, most tasks can be completed using the phone app.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Jeremy
Computer Software, 101-500 employees
Less than a year
February 2020
Expense Reporting
Expense Reporting
Pros
Throughout the past few decades, I have tried various expense reporting software platforms, and Tallie is undoubtedly the best one I have come across. As someone who travels frequently and accumulates a pocket full of receipts for both cash expenses and company credit card charges, the simplicity of entering receipts and calculating mileage makes the month-end task of expense reporting incredibly easy. I highly recommend it as the least stressful and complicated software I've used.
Cons
I can't think of anything specific that I find negative about this...
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
John
Biotechnology, 11-50 employees
Less than a year
January 2020
Super Easy to Track Expenses and Reimbursements
Super Easy to Track Expenses and Reimbursements
Pros
Tracking all of my expenses and reimbursements is very very easy. In no time, I can log all my expenses and have them ready.
Cons
There are no real downsides. The app consistently updates itself and resolves minor issues. Making changes after the fact is also easy.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Ari
Non-Profit Organization Management, 1-10 employees
Less than a year
September 2019
Tallie is an easy way to manage expenses
Tallie is an easy way to manage expenses
Pros
Tallie's virtual capture and credit card integration allows us to collect and process expense reports without a hassle.
Cons
I really wish I had discovered it earlier! I wasted so much time with paper forms.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Anonymous
Not Specified, 11-50 employees
Less than 6 months
April 2019
Easy Expense Software
Easy Expense Software
Pros
This software is EXTREMELY user-friendly. I can simply take a photo of my receipts with my phone and upload them through the app or via email which eliminates any worries about losing receipts. It's also convenient to link a card, especially if I have a dedicated business card. The mileage feature is great too, although it works much better on the app compared to the web portal.
Cons
Occasionally, the Tallie mobile application freezes, which forces me to use the web portal. This is not ideal, especially when I am traveling. Additionally, moving expenses around using drag and drop is much simpler on the web portal compared to the app.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Anonymous
Not Specified, 51-100 employees
Less than a year
March 2019
Tallie Rocks
Tallie Rocks
Pros
It's easy for me to use Tallie. I can approve expenses through my mobile phone, check their status, set reminders for approval and upload any receipt image.
Cons
I have no complaints. It's incredibly user-friendly, and the software is self-explanatory.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Kelsie
Non-Profit Organization Management, 101-500 employees
More than a year
February 2019
Tallie
Tallie
Pros
Tallie offers a simple and user-friendly system that allows me to easily upload expense reports and track purchases by simply snapping a photo of my receipt.
Cons
At times, the system can be frustratingly slow when uploading receipts.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Anonymous
Not Specified, 51-100 employees
More than a year
February 2019
Integration with Amex issues
Integration with Amex issues
Pros
We implemented this expense management system for our 100 sales employees. Reimbursement was done through checks, and submission of receipts was required for Amex cards.
Cons
The Amex portion was linked to multiple people, which didn't make sense. It took us 6 months to realize that there wasn't enough detail exposed to Tallie regarding the card number (we were only showing the last 4 digits, but Amex requires the last 7 or 8 digits to prevent duplicate numbers from being shown). Unfortunately, Tallie support was not helpful, and we ended up abandoning the software because our accounting team didn't want to take responsibility for getting it to work properly.
Ease of use
4
Value for money
6
Customer Support
2
Functionality
8
Tim
Electrical/Electronic Manufacturing, 500+ employees
More than a year
December 2018
Terrible software - ADMINs & Startups - avoid like the plague
Terrible software - ADMINs & Startups - avoid like the plague
Pros
Until recently, they had live chat support, which I really liked. However, they have switched to email-only support. On the bright side, they do offer some excellent enterprise features for user groups and permissions.
Cons
There are too many issues to list. Firstly, the synchronization constantly fails, which is a major problem. Be prepared for a full day just for a normal sync with your accounting software. In comparison, Bill.com only takes about 1 minute to sync. Whether it's QBO, Xero, or others, it doesn't matter. You'll have more fun watching paint dry. Secondly, the Accounting Integration is broken, especially with Xero. So, if you manage to sync successfully, congratulations! But get ready for constant unexplained problems during export, such as "Xero API call not recognized" or "There was a problem exporting your report. Please fix the errors and try again: The provided Xero API credentials are invalid" (even though the app logged into Xero correctly). Thirdly, the app is terrible and lacks basic functionalities. Fourthly, the customer service is bad. Despite acknowledging problems with their product, they put zero effort into making corrections or compensating the end user for the wasted time. Fifthly, there is no image recognition. Furthermore, there is no chat for customer service. Lastly, refer to the first and second points above.
Ease of use
3
Value for money
2
Customer Support
2
Functionality
3
Kurt
Retail, 11-50 employees
Less than a year
December 2018
Good for Large Businesses
Good for Large Businesses
Pros
Tallie is highly flexible and can be customized to suit the needs of our non-profit contract bill for services model.
Cons
The phone app sometimes struggles to transmit receipt photos accurately, so I need to switch to a desktop to verify uploads.
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Anonymous
Not Specified, 11-50 employees
More than a year
November 2018
I love this website, i use this on the daily basis!
I love this website, i use this on the daily basis!
Pros
Tallie simple and quick to use, no complications!
Cons
Occasionally, it lags and doesn't display the correct address. It also doesn't load quickly.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Eddie
Not Specified, N/A employees
Less than a year
July 2018
I use Tallie in my current position to track expenses such as reimbursements and mileage.
I use Tallie in my current position to track expenses such as reimbursements and mileage.
Pros
One of the things I love about Tallie is how easily I can upload documents, such as photos of receipts and the system automatically fills in some information. This saves time and can be done easily from any device. The website interface is also very user-friendly.
Cons
My only complaint about Tallie is that I have to manually enable "billable." In my organization, all the expenses we enter are billable by default.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Carlos
Mental Health Care, 51-100 employees
Less than a year
July 2018
This is so great i love using this system very fast and great quality. I also love how teh depositis
This is so great i love using this system very fast and great quality. I also love how teh depositis
Pros
Tallie is superfast and can be downloaded on your phone which allows you to use it anywhere. Plus, if you need assistance, customer service is readily available.
Cons
I've noticed that sometimes, when I take a picture of something using the mobile phone, it doesn't show up accurately.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
7
Demario
Not Specified, N/A employees
Less than a year
July 2018
Easy to use as an employee
Easy to use as an employee
Pros
As an employee, Tallie provides a fantastic centralized way to submit all my expenses and get them approved. It's much better than submitting hard copies of receipts. The availability of the mobile version and the capability to take pictures of receipts make it even better.
Cons
These notifications keep popping up, claiming that the expense reimbursement is "out of policy," but that's not really true. It could be just policy settings, but for some unknown reason, certain expense categories or settings are occasionally hidden. Other than these bugs, the software works great.
Ease of use
7
Value for money
7
Customer Support
7
Functionality
7
Anonymous
Not Specified, 51-100 employees
Less than a year
July 2018
Tallie Make Life Simpler
Tallie Make Life Simpler
Pros
Tallie is a simple platform for building and submitting expense reports. I can easily drag and drop receipts into the web portal, and the submission process is pretty simple.
Cons
The Tallie mobile application frequently freezes, which forces me to resort to using the web portal. This can be frustrating, especially when I am traveling and need to do my expense reports on the go.
Ease of use
6
Value for money
6
Customer Support
6
Functionality
6
Gregory
Primary/Secondary Education, 11-50 employees
Less than a year
May 2018
Awesome app for expense tracking
Awesome app for expense tracking
Pros
The web and smartphone interfaces for end users are easy to navigate. Compared to other apps, Tallie is relatively easy to set up. It integrates well with Bill.com, QuickBooks and other platforms.
Cons
While the time savings outweigh the cost for many organizations, it can still be a barrier for some. It integrates well with the QuickBooks vendor list.
Ease of use
9
Value for money
9
Customer Support
10
Functionality
10
Meredith
Accounting, 1-10 employees
Less than a year
March 2018
Grasping for that balance between easy-to-use and having lots of features
Grasping for that balance between easy-to-use and having lots of features
Pros
In terms of expense tracking, it offers a decent level of flexibility. There are numerous options for setting up approvals, fine-tuning employee access and more. Its most valuable feature is the seamless sync with Bill.com and QuickBooks Online. Once you overcome the initial learning curve, you will discover some impressive advanced features, such as the ability to "masquerade" as different users, designate employees as "executive assistants" to assist less tech-savvy colleagues with accurate report completion, and create somewhat complex approval workflows.
Cons
The online support isn't impressive. I've often found better information by reading forums instead of relying on Tallie's support page. However, their email support is helpful, which is a plus. I just wish there were better resources available to help with minor setup issues. Additionally, it's more expensive than other expense management software, making it cost-prohibitive for some of our smaller clients. It would also be great if we could set expense reports to auto-submit at the end of the month, but that feature is only available for expenses coded to a corporate credit card.
Ease of use
4
Value for money
4
Customer Support
4
Functionality
8
Amy
Accounting, 1-10 employees
Less than a year
February 2018
Convenient and easy way to track expenses!
Convenient and easy way to track expenses!
Pros
The convenience it provides is remarkable, especially with its excellent mobile app. I can simply take a picture of my receipts using my phone and submit them right away through the app or via email. No need to worry about keeping track of loose receipts anymore!
Cons
It was a bit confusing at first, and sometimes it's slow when uploading receipts. Personally, I prefer using the app over the desktop version.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Gabe
Not Specified, 1-10 employees
Less than 6 months
January 2018
Tallie for expense reporting
Tallie for expense reporting
Pros
Sending receipts has become a simple process. I just need to snap a photo and email it after each purchase. Creating reports is easy too. It's helpful to be able to assign a specific title to avoid confusion with expense reports.
Cons
Emburse Tallie doesn't automatically select the last or frequently chosen option, so it requires a bit more effort to manually choose from the options available.
Ease of use
8
Value for money
8
Customer Support
10
Functionality
10
Cheryl
Management Consulting, 11-50 employees
Less than a year
January 2018
Tallie Saves Time on Receipt Tracking
Tallie Saves Time on Receipt Tracking
Pros
I love the fact that how it offers an easy and simple method for my team to track receipts. It significantly helps us maintain backup for all our expenses.
Cons
We find that there are numerous features in Tallie that we simply don't need and never use. Specifically, we don't have a use for tracking mileage using the app. The contractors we reimburse for mileage aren't familiar enough with technology to utilize the app, so we continue using our existing systems.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
10
Karen
Food & Beverages, 1-10 employees
Less than 6 months
December 2017
Selected Tallie as our firm's T&E reporting tool of choice based on overall ease of use and value.
Selected Tallie as our firm's T&E reporting tool of choice based on overall ease of use and value.
Pros
The mobile app's functionality for uploading receipts on the go is very beneficial. I particularly liked how it automatically groups expenses into an open expense report based on whether they are reimbursable or non-reimbursable (corporate credit card). The initial user setup was intuitive and easily completed.
Cons
Unfortunately, the Tallie app lacks the capability to process reimbursements internally. Instead, we have to integrate it with a payment processing application or directly with our accounting software for payment. Additionally, until recently, Tallie didn't have an assistant feature for C-suite executives.
Ease of use
8
Value for money
10
Customer Support
8
Functionality
7
Cheryl
Not Specified, N/A employees
More than a year
November 2017
Useful for recordkeeping as well
Useful for recordkeeping as well
Pros
In our search for expense reporting systems, we struggled to find a solution that offered what Tallie does the ability to capture receipts. Both the app and website are user-friendly and intuitive. The expense reports are clear and easy to understand. One of our favorite features is its seamless integration with Bill.com, which we use to reimburse our clients' employees. Additionally, some clients utilize it as a receipt storage system for their credit card purchases. The receipts are automatically matched with each downloaded transaction. The QuickBooks integration works exceptionally well, importing each transaction individually with vendor, account, and class data. This simplifies the process of reconciling credit cards at the end of each month.
Cons
The only aspect of Tallie that could still use some improvement is their OCR (Optical Character Recognition) functionality. We've observed that it's approximately 80% accurate when matching receipts to downloaded transactions. Every month, we need to spend some time cleaning up and removing duplicates, as well as merging transactions. Thankfully, duplicates are relatively easy to identify, so it's not overly burdensome.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Claudia
Not Specified, N/A employees
More than a year
November 2017
I prefer Nexonia but they're essentially the same
I prefer Nexonia but they're essentially the same
Pros
I truly like having expense report portals that keep everything organized in one place. It makes me wonder how we managed with Excel before. It's much simpler for all users to have everything consolidated and ensure the correct approvers are involved.
Cons
There is room for improvement in a few areas.
Ease of use
8
Value for money
8
Customer Support
10
Functionality
8
Brian
Accounting, 11-50 employees
Free Trial
October 2017
Used to be good
Used to be good
Pros
My experience was positive.
Cons
The CC (credit card) function no longer functions properly.
Ease of use
5
Value for money
3
Customer Support
2
Functionality
2
Rick
Not Specified, N/A employees
Free Trial
January 2017
Ease of use is key
Ease of use is key
Pros
Tallie stands out as the easiest expense reporting software I have ever used. You can easily merge duplicated transactions and even send receipts via email.
Cons
I have no negative comments or concerns.
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Dahna
Not Specified, N/A employees
Free Trial
November 2016
Filters
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Great for Small Business
Great for Small Business
Pros
I find Tallie to be excellent when it comes to reconciling credit card statements. I can set specific rules for each expenditure, and it allows me to attach multiple pictures for lengthy receipts. Overall, it's a user-friendly platform.
Cons
Personally, I find it inconvenient that the rules cannot be customized based on position types. This poses a challenge for companies like ours that have different spending limits for different types of employees. Another drawback of Tallie is that receipts don't automatically match. When there's a 2 to 3 day delay, it's easy to forget to go back and upload a receipt.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Kira
Real Estate, 1-10 employees
Less than a year
January 2024
Easy to Use Reimbursement Platform
Easy to Use Reimbursement Platform
Pros
It's easy to use, intuitive, reliable and cost effective.
Cons
I honestly can't think of any specific feature or aspect that I dislike about Tallie.
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Samuel
Sports, 51-100 employees
More than a year
September 2023
A very handy tool, to manage receipts and expenses, especially when traveling.
A very handy tool, to manage receipts and expenses, especially when traveling.
Pros
Emburse Tallie mobile app is very helpful for managing receipts and generating expense reports. Having mileage reporting and various receipt options on the main page makes it very convenient.
Cons
I've noticed that the desktop application is less helpful compared to the mobile app, and it's not as intuitive to use.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Rod
Management Consulting, 11-50 employees
Less than a year
August 2023
Tallie makes it easy
Tallie makes it easy
Pros
This product is user friendly and helps me track expenses efficiently.
Cons
It would be great if the most frequently used addresses could be saved in some way.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
6
Ellen
Consumer Services, 51-100 employees
Less than a year
July 2023
Tallie Review
Tallie Review
Pros
Tallie is easy to use and navigate.
Cons
Currently, there are no issues or challenges that come to mind.
Ease of use
9
Value for money
9
Customer Support
10
Functionality
10
Megan
Information Technology and Services, 11-50 employees
Less than 6 months
January 2023
Convenient tool for automating expense reports
Convenient tool for automating expense reports
Pros
The ability to directly connect with my bank, import statements and receipts, along with the streamlined process, are the standout features.
Cons
Unfortunately, my bank isn't widely supported for direct connection through the platform. However, the Customer Support team assisted me in finding a solution by guiding me on how to import statements instead.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
8
Kris
Financial Services, 51-100 employees
Less than 6 months
September 2022
Two thumbs up for Emburse Tallie
Two thumbs up for Emburse Tallie
Pros
From the initial setup to the integrations, implementing Tallie was a simple and hassle free process.
Cons
Occasionally, the support response time can take a few days, but overall, I have no complaints about the product itself.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Cheryl
Financial Services, 51-100 employees
More than a year
May 2022
Mobile friendly tracking
Mobile friendly tracking
Pros
The mobile-friendly expense tracking feature is the most appealing. Being able to upload receipts while traveling or during busy conferences and meetings has been a lifesaver.
Cons
Some of the reimbursement processes were a bit cumbersome, but the efficiency of tracking expenses made up for it.
Ease of use
10
Value for money
4
Customer Support
10
Functionality
6
Fatima
Non-Profit Organization Management, 1-10 employees
Less than 6 months
May 2022
It does everything I need it to do
It does everything I need it to do
Pros
The system is highly configurable, yet it's quick and easy to set up and deploy. My staff can intuitively figure out how to use the features, which means I spend very little time on teaching or training.
Cons
I can't think of any challenges or features that I feel are missing at the moment.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
R Lyndon
Professional Training & Coaching, 11-50 employees
More than a year
February 2022
BNI Tallie Review
BNI Tallie Review
Pros
It eliminates paperwork from our employee reimbursement process and seamlessly integrates with our ERP, QuickBooks Online. Our employees love it, and it has significantly reduced the turnaround time for reimbursing employees.
Cons
The reporting capabilities are somewhat limited, but they don't pose significant restrictions. With 80 employees, this system adequately fulfills all our reimbursement needs.
Ease of use
10
Value for money
10
Customer Support
9
Functionality
9
John
Research, 51-100 employees
More than a year
April 2021
Great Product
Great Product
Pros
Ease of use, ability to attach receipts and an approval trail are the key strengths.
Cons
Unfortunately, tech support is no longer available via phone.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Samuel
Sports, 11-50 employees
More than a year
December 2020
Capable product, but demands a lot from the user
Capable product, but demands a lot from the user
Pros
We specifically use this product for expense reporting, and Tallie excels in that aspect.
Cons
I find the platform and process to be somewhat lacking in user-friendliness. There's a lot left up to the user to interpret and understand in order to submit reports correctly.
Ease of use
6
Value for money
6
Customer Support
6
Functionality
10
Steve
Religious Institutions, 11-50 employees
Less than 6 months
October 2020
Smart System
Smart System
Pros
Emburse Tallie can read receipts, recognize repeated purchases, apply GL categories and download to QuickBooks easily.
Cons
With Emburse Tallie I encountered some issues with the free trial repeatedly prompting me to download instead of starting the setup process. Additionally, after signing up on the 28th of the month, I was charged for that month's usage, even though it wouldn't be implemented for another couple of weeks.
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Colleen
Food & Beverages, 1-10 employees
Less than 6 months
July 2020
The potential to be one of the best software solutions I've ever used or implemented
The potential to be one of the best software solutions I've ever used or implemented
Pros
Tallie software is highly intuitive and user-friendly. The best features are its integration with personal credit cards and the direct integration with QuickBooks. By combining Tallie, QuickBooks, and Bill.com, we have achieved a completely paperless expense reimbursement process.
Cons
I come across a couple of challenges that led to my 4/5 ratings, but they are not necessarily things I dislike. Firstly, the platform appears relatively new, and there were several initial issues that caused delays in processing reports. However, they were responsive in addressing and resolving these problems. This brings me to my next 4/5 rating, which is for support. Regular support typically takes 2-4 days to respond and resolve issues, which can feel like an eternity when it comes to expense reimbursements. If you opt for premium support, which I highly recommend, they respond within hours. One issue somewhat beyond their control is the credit card sync. It frequently doesn't work or is very slow. I've discussed this with support multiple times, and they rely on third-party solutions. However, they offer additional credit card sync options beyond the default ones displayed, which can be activated when you contact them. Some of these options work better than others, but be prepared for periodic syncing interruptions. While it doesn't prevent report submission, it can be a bit of a hassle during reconciliation with your credit card statement.
Ease of use
10
Value for money
10
Customer Support
8
Functionality
8
Michael
Information Technology and Services, 1-10 employees
Less than a year
June 2020
A Great Way to Submit Receipts!
A Great Way to Submit Receipts!
Pros
Instead of filling out forms and making copies of receipts each month, I can simply use my phone to take pictures of my receipts and upload them into Tallie. From there, I can assign them to line items, describe the expenses and submit my expense report.
Cons
Occasionally, the receipt I upload doesn't immediately appear on the website. Typically, it shows a message saying "receipt uploaded," but I need to navigate away from that screen and then return to see the receipt. It's not a major issue since I usually have the receipt or its image right in front of me. I find it slightly challenging to use the mobile version due to the smaller screen size, especially when submitting receipts through the app. The site sometimes takes a bit longer to load. These are all minor concerns.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Tommy-Lee
Religious Institutions, 1-10 employees
Less than a year
June 2020
Slow Customer Support - Won't Fix Bugs
Slow Customer Support - Won't Fix Bugs
Pros
Tallie handles expense and credit card reports seamlessly between end users, QuickBooks and Bill.com. It performs well most of the time and is very much user-friendly.
Cons
I've grown increasingly frustrated with the development and support teams at Tallie. It has been an absolutely terrible experience. We've been plagued by bugs for years, and they refuse to fix them. Despite reporting the issues through proper channels, they seem indifferent. Some of these bugs are minor graphical glitches that confuse my users, but they show no improvement in their software. As a result of other unresolved bugs, I frequently have to contact them for "back end syncs" to resolve glitches. However, their customer support has become extremely poor. To get them to perform the "back end sync" action, I have to wait at least 24 hours. If I have a support issue requiring back-and-forth communication, each reply takes a minimum of 24 hours. Therefore, simple resolutions can take 3-4 days. I suspect that their lack of investment in development and bug fixes has overwhelmed their support staff. When we initially onboarded them a few years ago, their support was excellent. However, at this point, I can no longer recommend their services.
Ease of use
10
Value for money
8
Customer Support
3
Functionality
10
Bret
Broadcast Media, 11-50 employees
More than a year
May 2020
Travel for work is so much easier now
Travel for work is so much easier now
Pros
Being able to scan my receipts while traveling means I don't have to hold onto them until I return to the office. I can submit my expense reports promptly instead of waiting until the peak travel season ends.
Cons
When I forward a receipt from email to the system, there are instances where I end up with an extra receipt that includes the basic email content instead of just the attached PDF. Usually, I have to access the web version to correct this, although it doesn't always happen. Thankfully, most tasks can be completed using the phone app.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Jeremy
Computer Software, 101-500 employees
Less than a year
February 2020
Expense Reporting
Expense Reporting
Pros
Throughout the past few decades, I have tried various expense reporting software platforms, and Tallie is undoubtedly the best one I have come across. As someone who travels frequently and accumulates a pocket full of receipts for both cash expenses and company credit card charges, the simplicity of entering receipts and calculating mileage makes the month-end task of expense reporting incredibly easy. I highly recommend it as the least stressful and complicated software I've used.
Cons
I can't think of anything specific that I find negative about this...
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
John
Biotechnology, 11-50 employees
Less than a year
January 2020
Super Easy to Track Expenses and Reimbursements
Super Easy to Track Expenses and Reimbursements
Pros
Tracking all of my expenses and reimbursements is very very easy. In no time, I can log all my expenses and have them ready.
Cons
There are no real downsides. The app consistently updates itself and resolves minor issues. Making changes after the fact is also easy.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Ari
Non-Profit Organization Management, 1-10 employees
Less than a year
September 2019
Tallie is an easy way to manage expenses
Tallie is an easy way to manage expenses
Pros
Tallie's virtual capture and credit card integration allows us to collect and process expense reports without a hassle.
Cons
I really wish I had discovered it earlier! I wasted so much time with paper forms.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Anonymous
Not Specified, 11-50 employees
Less than 6 months
April 2019
Easy Expense Software
Easy Expense Software
Pros
This software is EXTREMELY user-friendly. I can simply take a photo of my receipts with my phone and upload them through the app or via email which eliminates any worries about losing receipts. It's also convenient to link a card, especially if I have a dedicated business card. The mileage feature is great too, although it works much better on the app compared to the web portal.
Cons
Occasionally, the Tallie mobile application freezes, which forces me to use the web portal. This is not ideal, especially when I am traveling. Additionally, moving expenses around using drag and drop is much simpler on the web portal compared to the app.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Anonymous
Not Specified, 51-100 employees
Less than a year
March 2019
Tallie Rocks
Tallie Rocks
Pros
It's easy for me to use Tallie. I can approve expenses through my mobile phone, check their status, set reminders for approval and upload any receipt image.
Cons
I have no complaints. It's incredibly user-friendly, and the software is self-explanatory.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Kelsie
Non-Profit Organization Management, 101-500 employees
More than a year
February 2019
Tallie
Tallie
Pros
Tallie offers a simple and user-friendly system that allows me to easily upload expense reports and track purchases by simply snapping a photo of my receipt.
Cons
At times, the system can be frustratingly slow when uploading receipts.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Anonymous
Not Specified, 51-100 employees
More than a year
February 2019
Integration with Amex issues
Integration with Amex issues
Pros
We implemented this expense management system for our 100 sales employees. Reimbursement was done through checks, and submission of receipts was required for Amex cards.
Cons
The Amex portion was linked to multiple people, which didn't make sense. It took us 6 months to realize that there wasn't enough detail exposed to Tallie regarding the card number (we were only showing the last 4 digits, but Amex requires the last 7 or 8 digits to prevent duplicate numbers from being shown). Unfortunately, Tallie support was not helpful, and we ended up abandoning the software because our accounting team didn't want to take responsibility for getting it to work properly.
Ease of use
4
Value for money
6
Customer Support
2
Functionality
8
Tim
Electrical/Electronic Manufacturing, 500+ employees
More than a year
December 2018
Terrible software - ADMINs & Startups - avoid like the plague
Terrible software - ADMINs & Startups - avoid like the plague
Pros
Until recently, they had live chat support, which I really liked. However, they have switched to email-only support. On the bright side, they do offer some excellent enterprise features for user groups and permissions.
Cons
There are too many issues to list. Firstly, the synchronization constantly fails, which is a major problem. Be prepared for a full day just for a normal sync with your accounting software. In comparison, Bill.com only takes about 1 minute to sync. Whether it's QBO, Xero, or others, it doesn't matter. You'll have more fun watching paint dry. Secondly, the Accounting Integration is broken, especially with Xero. So, if you manage to sync successfully, congratulations! But get ready for constant unexplained problems during export, such as "Xero API call not recognized" or "There was a problem exporting your report. Please fix the errors and try again: The provided Xero API credentials are invalid" (even though the app logged into Xero correctly). Thirdly, the app is terrible and lacks basic functionalities. Fourthly, the customer service is bad. Despite acknowledging problems with their product, they put zero effort into making corrections or compensating the end user for the wasted time. Fifthly, there is no image recognition. Furthermore, there is no chat for customer service. Lastly, refer to the first and second points above.
Ease of use
3
Value for money
2
Customer Support
2
Functionality
3
Kurt
Retail, 11-50 employees
Less than a year
December 2018
Good for Large Businesses
Good for Large Businesses
Pros
Tallie is highly flexible and can be customized to suit the needs of our non-profit contract bill for services model.
Cons
The phone app sometimes struggles to transmit receipt photos accurately, so I need to switch to a desktop to verify uploads.
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Anonymous
Not Specified, 11-50 employees
More than a year
November 2018
I love this website, i use this on the daily basis!
I love this website, i use this on the daily basis!
Pros
Tallie simple and quick to use, no complications!
Cons
Occasionally, it lags and doesn't display the correct address. It also doesn't load quickly.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Eddie
Not Specified, N/A employees
Less than a year
July 2018
I use Tallie in my current position to track expenses such as reimbursements and mileage.
I use Tallie in my current position to track expenses such as reimbursements and mileage.
Pros
One of the things I love about Tallie is how easily I can upload documents, such as photos of receipts and the system automatically fills in some information. This saves time and can be done easily from any device. The website interface is also very user-friendly.
Cons
My only complaint about Tallie is that I have to manually enable "billable." In my organization, all the expenses we enter are billable by default.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Carlos
Mental Health Care, 51-100 employees
Less than a year
July 2018
This is so great i love using this system very fast and great quality. I also love how teh depositis
This is so great i love using this system very fast and great quality. I also love how teh depositis
Pros
Tallie is superfast and can be downloaded on your phone which allows you to use it anywhere. Plus, if you need assistance, customer service is readily available.
Cons
I've noticed that sometimes, when I take a picture of something using the mobile phone, it doesn't show up accurately.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
7
Demario
Not Specified, N/A employees
Less than a year
July 2018
Easy to use as an employee
Easy to use as an employee
Pros
As an employee, Tallie provides a fantastic centralized way to submit all my expenses and get them approved. It's much better than submitting hard copies of receipts. The availability of the mobile version and the capability to take pictures of receipts make it even better.
Cons
These notifications keep popping up, claiming that the expense reimbursement is "out of policy," but that's not really true. It could be just policy settings, but for some unknown reason, certain expense categories or settings are occasionally hidden. Other than these bugs, the software works great.
Ease of use
7
Value for money
7
Customer Support
7
Functionality
7
Anonymous
Not Specified, 51-100 employees
Less than a year
July 2018
Tallie Make Life Simpler
Tallie Make Life Simpler
Pros
Tallie is a simple platform for building and submitting expense reports. I can easily drag and drop receipts into the web portal, and the submission process is pretty simple.
Cons
The Tallie mobile application frequently freezes, which forces me to resort to using the web portal. This can be frustrating, especially when I am traveling and need to do my expense reports on the go.
Ease of use
6
Value for money
6
Customer Support
6
Functionality
6
Gregory
Primary/Secondary Education, 11-50 employees
Less than a year
May 2018
Awesome app for expense tracking
Awesome app for expense tracking
Pros
The web and smartphone interfaces for end users are easy to navigate. Compared to other apps, Tallie is relatively easy to set up. It integrates well with Bill.com, QuickBooks and other platforms.
Cons
While the time savings outweigh the cost for many organizations, it can still be a barrier for some. It integrates well with the QuickBooks vendor list.
Ease of use
9
Value for money
9
Customer Support
10
Functionality
10
Meredith
Accounting, 1-10 employees
Less than a year
March 2018
Grasping for that balance between easy-to-use and having lots of features
Grasping for that balance between easy-to-use and having lots of features
Pros
In terms of expense tracking, it offers a decent level of flexibility. There are numerous options for setting up approvals, fine-tuning employee access and more. Its most valuable feature is the seamless sync with Bill.com and QuickBooks Online. Once you overcome the initial learning curve, you will discover some impressive advanced features, such as the ability to "masquerade" as different users, designate employees as "executive assistants" to assist less tech-savvy colleagues with accurate report completion, and create somewhat complex approval workflows.
Cons
The online support isn't impressive. I've often found better information by reading forums instead of relying on Tallie's support page. However, their email support is helpful, which is a plus. I just wish there were better resources available to help with minor setup issues. Additionally, it's more expensive than other expense management software, making it cost-prohibitive for some of our smaller clients. It would also be great if we could set expense reports to auto-submit at the end of the month, but that feature is only available for expenses coded to a corporate credit card.
Ease of use
4
Value for money
4
Customer Support
4
Functionality
8
Amy
Accounting, 1-10 employees
Less than a year
February 2018
Convenient and easy way to track expenses!
Convenient and easy way to track expenses!
Pros
The convenience it provides is remarkable, especially with its excellent mobile app. I can simply take a picture of my receipts using my phone and submit them right away through the app or via email. No need to worry about keeping track of loose receipts anymore!
Cons
It was a bit confusing at first, and sometimes it's slow when uploading receipts. Personally, I prefer using the app over the desktop version.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Gabe
Not Specified, 1-10 employees
Less than 6 months
January 2018
Tallie for expense reporting
Tallie for expense reporting
Pros
Sending receipts has become a simple process. I just need to snap a photo and email it after each purchase. Creating reports is easy too. It's helpful to be able to assign a specific title to avoid confusion with expense reports.
Cons
Emburse Tallie doesn't automatically select the last or frequently chosen option, so it requires a bit more effort to manually choose from the options available.
Ease of use
8
Value for money
8
Customer Support
10
Functionality
10
Cheryl
Management Consulting, 11-50 employees
Less than a year
January 2018
Tallie Saves Time on Receipt Tracking
Tallie Saves Time on Receipt Tracking
Pros
I love the fact that how it offers an easy and simple method for my team to track receipts. It significantly helps us maintain backup for all our expenses.
Cons
We find that there are numerous features in Tallie that we simply don't need and never use. Specifically, we don't have a use for tracking mileage using the app. The contractors we reimburse for mileage aren't familiar enough with technology to utilize the app, so we continue using our existing systems.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
10
Karen
Food & Beverages, 1-10 employees
Less than 6 months
December 2017
Selected Tallie as our firm's T&E reporting tool of choice based on overall ease of use and value.
Selected Tallie as our firm's T&E reporting tool of choice based on overall ease of use and value.
Pros
The mobile app's functionality for uploading receipts on the go is very beneficial. I particularly liked how it automatically groups expenses into an open expense report based on whether they are reimbursable or non-reimbursable (corporate credit card). The initial user setup was intuitive and easily completed.
Cons
Unfortunately, the Tallie app lacks the capability to process reimbursements internally. Instead, we have to integrate it with a payment processing application or directly with our accounting software for payment. Additionally, until recently, Tallie didn't have an assistant feature for C-suite executives.
Ease of use
8
Value for money
10
Customer Support
8
Functionality
7
Cheryl
Not Specified, N/A employees
More than a year
November 2017
Useful for recordkeeping as well
Useful for recordkeeping as well
Pros
In our search for expense reporting systems, we struggled to find a solution that offered what Tallie does the ability to capture receipts. Both the app and website are user-friendly and intuitive. The expense reports are clear and easy to understand. One of our favorite features is its seamless integration with Bill.com, which we use to reimburse our clients' employees. Additionally, some clients utilize it as a receipt storage system for their credit card purchases. The receipts are automatically matched with each downloaded transaction. The QuickBooks integration works exceptionally well, importing each transaction individually with vendor, account, and class data. This simplifies the process of reconciling credit cards at the end of each month.
Cons
The only aspect of Tallie that could still use some improvement is their OCR (Optical Character Recognition) functionality. We've observed that it's approximately 80% accurate when matching receipts to downloaded transactions. Every month, we need to spend some time cleaning up and removing duplicates, as well as merging transactions. Thankfully, duplicates are relatively easy to identify, so it's not overly burdensome.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Claudia
Not Specified, N/A employees
More than a year
November 2017
I prefer Nexonia but they're essentially the same
I prefer Nexonia but they're essentially the same
Pros
I truly like having expense report portals that keep everything organized in one place. It makes me wonder how we managed with Excel before. It's much simpler for all users to have everything consolidated and ensure the correct approvers are involved.
Cons
There is room for improvement in a few areas.
Ease of use
8
Value for money
8
Customer Support
10
Functionality
8
Brian
Accounting, 11-50 employees
Free Trial
October 2017
Used to be good
Used to be good
Pros
My experience was positive.
Cons
The CC (credit card) function no longer functions properly.
Ease of use
5
Value for money
3
Customer Support
2
Functionality
2
Rick
Not Specified, N/A employees
Free Trial
January 2017
Ease of use is key
Ease of use is key
Pros
Tallie stands out as the easiest expense reporting software I have ever used. You can easily merge duplicated transactions and even send receipts via email.
Cons
I have no negative comments or concerns.
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Dahna
Not Specified, N/A employees
Free Trial
November 2016