Tallie integrations can automate your accounting workflows [infographic]

While more than half of small businesses use an accounting software solution, one-third of companies are still recording their finances without using software. 

Keeping your accounting data updated and accurate shouldn’t require so much manual work. But between double checking data, file uploads, and nightly syncs — it can all feel too familiar. 

Luckily, there are options to automate your accounting workflows from end to end, such as Tallie’s expense management software solution. 

Tallie expense management software syncs expense data with accounting and bill pay systems. After switching to Tallie, our customers reduced the amount of time spent on manual work by up to 6 hours per week — meaning your team has more time to focus on the financial health of your business. 

How can Tallie’s integrations improve your business’s financial health? We’ve outlined some of the key highlights below. 

Integrations with the best accounting and bill pay systems

Integrations are only as strong as the systems they integrate with. Tallie’s award-winning integrations extend to: 

“We chose Tallie as a partner for its innovative approach to the expense report nightmare, deep partner integration, and dedication to the best customer experience.” – Bill.com CEO René Lacerte.

100% synced data

Tallie’s integrations are built with bi-directional syncs to save you time and ensure data accuracy across systems. You’ll enjoy:

  • Real time syncs – Your accounting data will update in both systems, right after a change to list data is made. 
  • GL mapping – Captured expenses are automatically matched with General Ledger accounts. 
  • Data delivery – Expense data is delivered via bills, checks, credit card transactions, or expense reports. 

So what does this all mean for you? Expense management, accounting, and bill pay systems all work in tandem, with no manual work required on your end. 

Easy integration set up

Simply put, it’s easy to integrate with Tallie. And Tallie customers agreed. According to a TechValidate survey, high percentages of administrators find Tallie integrations easy to manage. In fact, nearly 100% of Tallie customers said Bill.com; QuickBooks Online, Desktop, or Enterprise; and Sage Intacct were easy to integrate.

Award-winning integrations

You can trust that Tallie’s integrations are of the highest quality. Tallie has earned awards for its integrations with Intacct, QuickBooks Online, and Bill.com.

Accounting teams love Tallie too

Your finance team overseeing expense reporting isn’t the only department to benefit from Tallie integrations. Your accounting team or firm will also be able to easily streamline its workflows and stay policy compliant. In fact, many accounting firms recommend Tallie to their clients. 

“Tallie has worked well for my clients,” says Meredith Smith, consultant at streamlinedstrat.com. “It is easy to set up and integrates well with QuickBooks and Bill.com.” 

Try Tallie’s integrations for yourself

Sign up for a free 14-day trial today. No obligation, no credit card required.

How did Match Charter School automate their expense reporting with Tallie integrations?

Match Charter Public School is a Boston-based public school with a mission to “prepare students for success in college and beyond, particularly those who would be the first in their families to earn a college degree.” 

Expense reporting challenges

Before choosing Tallie, Match Charter School had used spreadsheets and manual processes to manage expenses. As a result, Match Charter School faced a challenging experience with the following elements of expense reporting:

  • Reconciling credit cards
  • Reimbursing employees faster
  • Implementing an approval process
  • Transcribing receipts
  • Ensuring data accuracy

Results after switching to Tallie

Ultimately, Match Charter School chose Tallie to solve these problems over expense solutions like Expensify and Concur. 

“Love the product and will recommend it to anyone who will listen.” – Anne Healy, CFO, Match Charter School

Since starting to use Tallie, Match Charter School has saved 6+ hours per month and started seeing a return on their investment in under one month. They’ve also reported being “extremely satisfied” with their experience interacting with Tallie’s support team. 

The Match Charter School team saw significant improvement in reimbursing employees, managing and reconciling credit card transactions, and integrating with their accounting and ERP system. 

“Tallie is user friendly with great documentation and syncs with QuickBooks or Bill.com. It works great for both employee reimbursements and for corporate AMEX card documentation.” – Anne Healy, CFO, Match Charter School

Solutions

Match Charter School chose Tallie over Expensify and Concur because of Tallie’s ease of use, automation, and “extremely easy” integrations with Bill.com and QuickBooks Online, Desktop, or Enterprise. 

Ease of Use

Match Charter School now enjoys an expense reporting process that’s easier for both employees and Tallie admins. With Tallie, employees can submit expenses by simply snapping receipt images with their phone and letting the system populate their expense reports for them. Admins can enjoy streamlined approval workflows, real-time integrations with accounting and bill pay systems, and credit card reconciliation — all of which helps them more easily reimburse employees on time. 

Automation

After switching to Tallie, Match Charter School was able to automate expense workflows — saving time and improving productivity as a result. Tallie automations include: 

  • Expenses automatically added to reports with their data populated
  • Categorization of expenses based on general ledger
  • Expense reimbursements and credit card statement remittance through Bill.com
  • Rule enforcement to stay compliant with expense policies
  • Credit card expenses with receipts
  • Detection of expense duplicates

Bill Pay and Accounting System Integrations

Match Charter School cited the “extremely easy” integrations with Bill.com and QuickBooks Online, Desktop, or Enterprise as a reason for their satisfaction with Tallie.

The Bill.com integration supports the bill pay workflow in full, from corporate expense management to bill pay. With the QuickBooks integrations, Tallie expense reports are transformed at the click of a button into QuickBooks bills, checks, or credit card transactions. Tallie’s activity-based syncs mean Match Charter School can trust that their accounting data is always updated between systems, in real time. 

Additionally, Tallie offers integrations with Oracle NetSuite, Sage Intacct, and Xero. Learn more about Tallie’s award-winning integrations

Try Tallie risk-free with a free 14 day trial. No credit card required, cancel anytime.

Why choose Tallie as your expense reporting software?

As your small business grows, keeping your team focused on the work that drives the business forward is crucial. 

But all too often, functions like expense management are bogged down by manual workflows. In fact, 49% of companies still rely on a manual expense management process

For employees, manually organizing and submitting expense reports can take time away from their job responsibilities. The same for finance and accounting teams who review, approve, and reimburse expenses — not to mention reconcile credit cards. 

Expense report software can help. Small businesses across the U.S. use Tallie to get the quickest path from receipt to balance sheet. Tallie’s expense reporting software gives your team time back with its powerfully simple, automated, out-of-the-box solution. In fact, 93% of surveyed customers said that Tallie helped them save time. 

How does Tallie save your team time so you can focus on the good stuff? We’ve outlined some of the key highlights below.

Why choose Tallie?

Tallie’s ease of use

Employees, finance teams, and accountants alike enjoy a fast, powerful but simple process. Our customers agree: Emma Moya, a finance professional at High Brew Coffee, said “I find Tallie to be very easy and intuitive to use.” Here’s more feedback from Tallie customers:

  • 91% say Tallie makes it easier to reimburse employees
  • 96% say the expense mobile app is valuable
  • 66% say they chose Tallie because it’s easy to use

Tallie’s award-winning customer support makes customers’ experience even easier too — the Tallie team is available via live chat, email, and phone. 

See Tallie’s customer reviews on G2 Crowd or Capterra.

Tallie’s Software Means No More Spreadsheets

With Tallie, expense reports build themselves. Each step of the the five-part process to submit, approve, and reimburse an expense is automated and streamlined:

  1. Employees Submit expense reports using their mobile device from anywhere, with accurate information
  2. Approvals routing to the right manager for streamlined review
  3. Routing expense report information to bill pay systems to reimburse employees swiftly
  4. Card transactions auto-categorizing and gathering into one expense report for simple credit card reconciliation 
  5. Simple bill pay based on credit card reconciliations
  6. Real-time, automatic sync with accounting software that maps to the appropriate general ledger (GL) code

The automated process saves everyone time: “Tallie frees up my time to focus on actual work, not paperwork,” says an executive of a small business industrial manufacturing company. To date users have captured 17,000,000+ receipts with Tallie. They’ve exported 16,000,000+ receipts and exported 22,000,000+ expenses. Think of all the time saved from manually sifting through and double checking those expenses!

Award-winning, real-time integrations

You can sync your data quickly and accurately with your accounting and bill pay systems — no manual work required. 

Tallie’s integrations connect in real time to: 

  • QuickBooks Online
  • QuickBooks Desktop
  • Sage Intacct
  • Oracle NetSuite
  • Xero
  • Bill.com

In fact, Tallie is the only expense report provider with a comprehensive integration with Bill.com. “We chose Tallie as a partner for its innovative approach to the expense report nightmare, deep partner integration, and dedication to the best customer experience,” said Bill.com CEO René Lacerte.

Watch our video on how Tallie syncs with the top accounting software.

“Objectively excellent” support

Hear directly from customers about the Tallie experience on review sites like G2 Crowd or Capterra. You’ll see reviews like:

“The customer support at Tallie is objectively excellent if you have an issue.”

“It’s an expense management system that puts customer service first.”

Ready to see Tallie in action?

Start a free 14 day trial — no obligation, no credit card required. 

The Bridge Church Chose Tallie Over Expensify for its Ease of Use

The Bridge Church is a church based in Florida that “exists to love people right where they are,” building a home where “everyone is significant and has a purpose.”

Expense Reporting Challenges

Before choosing Tallie, The Bridge Church had used a combination of spreadsheets and manual processes to manage their expense reporting. As a result, The Bridge Church faced a challenging experience with the below elements of expense reporting:

  • Reconciling credit cards
  • Implementing an approval process or workflow
  • Ensuring data accuracy
  • Obtaining approvals from people managers

Results After Switching to Tallie

Ultimately, The Bridge Church chose Tallie to solve these challenges. After switching, The Bridge Church has saved 4-6 hours per month and started seeing a return on their investment within 1-2 months. The Bridge Church has also seen an improvement in their team’s productivity and morale. 

The Bridge Church saw significant improvement in managing and reconciling credit card transactions, approving expenses and reimbursing employees quickly, and integrating with their accounting and bill pay systems. 

“Our team is no longer frustrated by shuffling papers around for approval. The ease of uploading receipts and not having extra paper has been amazing.” — Courtney Beaver, Financial Director

Try Tallie risk-free with a free 14 day trial. No credit card required, cancel anytime.

Solutions

The Bridge Church chose Tallie over Expensify because of Tallie’s ease of use and “extremely easy” integration with Sage Intacct. 

Ease of Use

After switching to Tallie, The Bridge Church could finally enjoy an expense management process that was easier for both employees and Tallie admins. With Tallie, employees can submit expenses by simply snapping receipt images with their phone and letting the system populate their expense reports for them. Admins can enjoy streamlined approval workflows, real-time integrations with accounting and bill pay systems, and credit card reconciliation — all of which helps them more easily reimburse employees on time. 

“I love how easy Tallie is to work with.” — Courtney Beaver, Financial Director

Bill Pay and Accounting System Integrations

The Bridge Church cited the “extremely easy” integration with Sage Intacct as a reason for their satisfaction with Tallie. 

With the Sage Intacct integration, small businesses can track their expenses in Tallie and then export to any Intacct entity. Tallie’s activity-based syncs mean The Bridge Church can trust that their accounting data is always updated between systems, in real time. 

Additionally, Tallie offers integrations with QuickBooks Online, QuickBooks Desktop, Oracle NetSuite, Xero, and Bill.com. Learn more about Tallie’s award-winning integrations

Try Tallie risk-free with a free 14 day trial. No credit card required, cancel anytime.

Find The Right Expense Report Software With Our Buyer’s Guide

Does any of this sound familiar to you or other finance and accounting functions at your small business? 

I want more time to focus on strategy and growing the business, but I’m bogged down by manual work like managing expenses. 

Employee reimbursement takes too long, but we’re moving as fast as we can to compile, review, approve, and reimburse expenses. 

I’m tired of worrying that I’ve missed something when reviewing expenses that may be out of policy and reconciling that data with our accounting systems.

If so, you’re not alone. Forty-nine percent of companies rely on manual expense management processes that can lead to any (or all) of the above challenges. 

Expense report software can help. The right solution can automate your workflows, freeing finance and accounting to focus on the big picture with: 

  • Increased visibility for better decision making backed by data
  • Increased control over expenses, removing human errors and out-of-compliance expenses
  • Lower costs and reduced time spent on expense management — no more manual work

To help you with the search, we’ve created this guide: The small business’s guide to finding expense reporting software

Here’s how this resource will help you find the best software for your small business. 

Calculating costs of expense report software

The guide walks through the benchmark costs for manual expense management, and management via a solution. It also walks through calculation for figuring out what your ROI would look like:

 (Monthly Savings – Business Cost to Process Expense Reports) /

(Business Cost to Process Expense Reports)

Evaluating your current process

Before starting the search for a solution, you need to look internally. What are your current concerns about your expense management process? The guide walks through the process of identifying what you need to solve for, and what you need a solution to help with. For example, here are few questions to get you thinking — more can be found in the guide: 

  • Are expenses getting stuck in the review process? 
  • Do you need to automate the expense workflow of credit card transactions? 
  • After reviewing expenses do you manually categorize and enter them into your accounting software–QuickBooks Online or Desktop, Sage Intacct, Oracle NetSuite?

Features and capabilities to look for

It’s important to understand what features your small business needs most, how they’re best implemented, and how they work in a solution. Our guide walks you through the features to look for. 

Evaluating solutions

It’s finally time to evaluate and select the best expense report software for your small business! We’ve included a handy toolkit with ready-to-use resources for the process, such as worksheets and suggested questions to ask.

Download the buyer’s guide to finding expense report software here. And if you’d like to see how using Tallie’s expense report solution would automate your workflows, start a free trial today. Tallie has transformed the way small businesses manage expenses: 91% of customers say it’s easier to reimburse employees with Tallie, while 93% have said they’ve saided time with Tallie.

Questions to Ask When Evaluating Expense Report Software

Using expense report software can not only lead to clear cost and time saving benefits, but also help reduce human error and fraudulent activity. In fact, companies can reduce the cost of managing expenses by nearly 60% when implementing an expense report solution.

Selecting the solution best suited for your needs will solidify those benefits and increase adoption throughout your small business. 

But how do you pick the best one? 

You can start with an evaluation questionnaire. It will include the questions to ask each solution you consider, so be sure to ask the same questions to each solution you are considering. That way, you can gather information consistently and compare your findings easily. 

We’ve drafted a suggested evaluation questionnaire for expense report software below. If you’d like a full solution evaluation tool kit, download our free guide.

Evaluation Questionnaire for Expense Report Software

Solution Structure and Basic Features

  • Can I create custom expense level fields and team level fields to filter and report on expenses?
  • Are reports created automatically from expenses? 
  • Can I create dynamic, custom reports?
  • Can I tie individual expenses to events, clients, projects, etc.? 
  • Can I customize my approval process?
  • Do you offer direct deposit to employee bank accounts for reimbursements? 
  • How long do funds usually take to be received by the employee?
  • Do you offer travel booking and travel expense management within your system?
  • What security features do you have to protect bank account and credit card information?

Expense Policy

  • Can I automate my expense policy by building granular rules?
  • Can I build rules off of any standard or custom field? 
  • Can I build rules off of a combination of fields?
  • Can I set rules and budgets down to the employee, category, time period, etc.?
  • Can I choose whether I want to warn a user or block an expense from being submitted if it’s in violation of a rule?
  • What tools do you offer inside the platform to communicate with employees? 
  • Is employee communication attached to the individual expense that it refers to?

Managing Corporate Cards

  • What tools do you offer to help me manage my corporate card program?
  • Do you offer card issuing through your system?
  • What will my monthly reconciliation process look like?
  • Is there a way to manage outstanding expenses on corporate cards?

Extracting Data

  • What accounting software do you sync with?
  • How often is data synced over? What triggers data to be synced?
  • Do you match the synced expenses to the associated debits in my accounting software?
  • Can I export my data? Can I select what fields are exported? What file types are supported?
  • How long is data stored?
  • How is data accessed in the event of an audit?

Mobile

  • Do you have a mobile app for both Android and iOS?
  • What features are available in mobile?

Additional Questions

  • Do you offer a free trial? For how long?
  • Is any feature or capability unavailable during the trial?
  • How is your pricing structured? What price point would I fall into based on my needs?

Get the full evaluation toolkit in our guide to finding expense report software