• 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 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 industry-leading integration with major accounting systems and SaaS solutions 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 Ddimensions and Multiple-Entities, as well as immediate, bi-directional synchronization of all dimensional data with the Intacct SmartEvents 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 Req'd) / $9 per active user / $50 minimum

    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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