Emburse Tallie

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.

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.

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.