Emburse Tallie Erfahrungen

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.

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.

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.

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.

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.

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.

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

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

This software is VERY easy to use. You can take a photo of the receipts with your phone and upload them to the app or via email so you don't have to worry about loosing receipts. You can also link a card which is great if you have a card you JUST use for business (like I do). The milage is also great, although it is MUCH better on the app then on the web portal.

The Tallie mobile application can sometimes freeze, which forces me to use the web portal. This is not ideal when traveling. It is also MUCH easier to move expenses around on the web portal via drag and drop than it is on the app.

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 (and the picture taking capability) is very convenient.

These could just be policy settings, but all of the time, I get notifications that say the expense reimbursement is "out of policy" but that is not really the case. Also, certain expense categories or other settings are occasionally hidden for some unknown reason. Outside of these bugs, the software works great.

Tallie provides a very straight-forward and user friendly system in which employees can easily upload expense reports and track purchases simply by snapping a photo of their receipt.

Sometimes the system can be very slow to upload receipts.

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 (corporate credit card) vs. reimbursables. Basic user setup was intuitive and easily accomplished.

Inability to process reimbursements within the Tallie app, have to integrate with a payment processing application or direct to accounting software for payment. Until recently, Tallie did not have an assistant feature for C-suite executives.

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

The Amex portion was linking to multiple people and it did not make sense. It took us 6 months to fixture out there was not enough detail exposed to tallie with respect to the card number (we were only showing last 4 and Amex needs the last 7 or 8 digits to prevent duplicate numbers being shown) tallie support was of no help to us and we ended up abandoning the software because our accounting team did not want to take ownership in getting this to work properly.

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.

My only complaint about Tallie is that you have to manually turn on "billable,"--at my organization all of the expenses we enter are billable.

Ease of use, intuitive, reliable, dependable, cost-effective.

I can't really think of a feature or something specific that I do not like about Tallie.

I have used several different expense reporting software platforms over the past few decades and this is by far the best one I have experienced. I travel a lot so end up with pocket full of receipts both for cash expenses and for the company credit card.....the simplicity with which you can enter receipts or calculate mileage for example makes the month-end chore of expense reporting very easy. I can recommend it...it is the least stressful and complicated software I have used.

nothing in particular strikes me as bad about this.....

Very easy to upload credit card statements. Great for adding and tracking credit card receipts. It's easy for employees to upload/enter expense report transactions/receipts.

Not always able to "add" a card that requires security code. Sometimes the "syncing" doesn't work making it difficult to complete certain tasks.

The mobile app is especially helpful in managing receipts and generating expense reports. Having mileage reporting, and different receipt. Options on the main page is very helpful.

The desktop application is actually less helpful than the mobile app, and it’s less intuitive to use.

Easy end user interface on web and smart phone. Relatively easy to set up compared to other apps. Good integration with Bill.Com, QuickBooks etc

Cost is mitigated by time savings over more manual processes but is a barrier for some organizations. Integration with QuickBooks vendor list.

This product is easy to use and track expenses

I would like to see the most frequent addresses saved somehow

From the setup to the integrations, Tallie was easy to implement

Sometimes the support can take a few days, but I have no complaints about the product

Easy to send receipts. I just photo and email after each purchase. Easy to create reports. It helps to be able to create a specific title so you don't confuse expense reports.

Doesn't default to last choice or frequent choice, so takes a little more work to select from options.