• Tallie - Automated Expense Software

    Tallie offers the complete automated accounting solution for expense reports.

  • Save time and accelerate your expense report process with Tallie -- the complete automated accounting solution for expense reports. From the most advanced mobile app to the deepest software integrations available, Tallie is the fastest from receipt to balance sheet - Snap, Select, Submit, Done.

    Tallie’s industry-leading Sage Intacct integration supports the full range of Intacct configurations: single-entity, multi-entity direct sign in and console log in access. Track your expenses in one Tallie account, then export to any Intacct entity. Tallie supports all Intacct dimensions including Customer, Job, Department, Class, and Location. When exporting data, Tallie can populate the Accounts Payable, Cash Management, and Time & Expense modules.

    Tallie's award-winning mobile-enabled software simplifies and accelerates the painfully manual expense report process by automatically capturing, categorizing and processing expense transactions and integrating seamlessly with leading business software. Designed to be a seamless component of modern day accounting services, Tallie provides robust integration with major accounting systems for unmatched ease-of-use and accounting control.

    Key Benefits:
    Deep Intacct 2-Way Integration

    • Tallie's 2-way integration w/ Intacct achieves a high standard for depth of integration, ease of synchronization, and support across both systems. The Tallie & Intacct integration includes key accounting features -- Class & Project Accounting, Document Attachments, seamless support of all Intacct dimensions and Multiple-Entities, as well as immediate, bi-directional synchronization of all dimensional data with the Intacct Smart Events functionality.
    Mobile Workflow
    • Expenses are quickly 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 Intacct.

    Let Tallie + Intacct do the work for you: A powerful, user-friendly alternative to Concur
    Tallie + Intacct: Expense management software that does the most work for you

    System Requirements:
    Intacct Web Services (Standard)

    14-day free trial, no credit card required. $200 monthly base rate (18 users included). $11/month per add'l active user

    Tallie is a SaaS expense management innovator and enabler of the automated cloud-based accounting ecosystem. In close collaboration with users, CPA practitioners, and industry-leading accounting, technology, and financial partners, it has developed mobile-enabled solutions for comprehensive data capture, intelligent transaction categorization, robust approval controls and seamless software integration. Tallie was recognized for technology leadership by: CPA Practice Advisor, Inc. Magazine and The Sleeter Group. The company currently serves more than 3,000 business customers with more than 100,000 active paying users. www.tallie.com

    Phone: (800) 592-5144
    Website: https://tallie.com/intacct
    Year Founded: 2007
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