Using Client Feedback to Optimize Accounting Workflow

It is somewhat ironic that businesses labeled as a ‘Software as a Service’ company typically deprioritize customer support in pursuit of growth. At SpringAhead and Tallie, we look at it from a different perspective. We believe the ultimate metric of success is customer satisfaction. Highlighted in a recent SalesForce/Desk.com case study for customer support, SpringAhead has successfully maintained a 99% satisfaction rate through 796% growth period. We are continuing the same tradition and commitment to customer satisfaction with Tallie.

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Tallie featured in Desk.com feature regarding accounting workflow optimization.

Our high customer satisfaction rate is not a result of a disproportionate investment in post-sale customer care. Rather it’s the by-product of our redefinition of the whole customer support function. We do not settle for just a customer support department. Instead we have a team of product experts to engage practitioners throughout the product lifecycle, from product specification, to implementation, to accounting integration and bug fixes. The purpose is to incorporate their accounting workflow experiences into the decision-making of our designs.

The same team facilitates the implementation process and remains engaged to assess the effectiveness of our product.  Ongoing user feedback is the backbone of feature refinement and engineering roadmap prioritization.  We consider our customers as an important input to the solution, rather than taking them for granted as an output. When customers are treated more like partners, accounting workflow becomes smoother and both parties are left with optimized business.

New in Tallie: Email Receipt Processing for Audit-Ready Expense Management

Today, we are pleased to announce that any email-based receipt – whether it comprises text, image, html or includes an attachment – can be forwarded to receipts@usetallie.com for immediate receipt processing in the Tallie expense management workflow.

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Tallie expense management software processes email receipts, better preparing companies for audit with original images of receipt files delivered directly to Bill.com and/or SmartVault on export.

When an email receipt reaches Tallie, a high resolution snapshot of the receipt is collected by the system as an original file for reference in the approval workflow. While this snapshot is generated, the receipt is sent through our standard receipt processing service wherein the file is scanned for merchant, amount and date information. Just like all other receipts, an expense is then created in the user’s Tallie account populated with the snapshot alongside the scanned merchant, amount and date information. Tallie captures high resolution images of all types of original receipt files to establish the critical first step of an audit-ready expense management process.

Together with our integration partners Bill.com and SmartVault, Tallie closes the expense management audit loop by delivering all original receipt images directly into one or more of these systems on export. In Bill.com, all expense reports exported as bills are now accompanied by high resolution receipt image files as well as expense report summary files, which are always referenceable from synced accounting systems. When using the SmartVault toolbar in QuickBooks for Windows, high resolution receipt image files are mapped directly to transaction line items.

Learn more about our approach to audit preparedness via financial software systems integration here.

Tallie + Bill.com + Intacct = Seamless Expense Management

Evaluating expense management software is a difficult process. Finance teams require that any solution works seamlessly with accounting systems in order to deliver real automation value to the company.

We consider ourselves to be leaders in financial application integration and data synchronization, but the only way to judge our expertise is by experiencing the results first-hand. This is the first video in a series of product demonstrations that reveal Tallie’s powerful expense management and integration capabilities. We’d like you to be the judge.

In this 8 minute video, we cover Tallie’s expense management process from initial receipt capture all the way through to reimbursement and accounting using our Tallie – Bill.com – Intacct accounting workflow, one of many accounting workflow options offered by Tallie.

From the very beginning, the receipt image travels with the expense and report through to the very end, empowering managers and finance teams to appropriately evaluate expense and prepare for audit. Upon completion, a paid bill is logged in Intacct with all expense line items mapped to the general ledger and accounting dimensions, with direct access to original documentation in Bill.com.

Learn more about Tallie’s approach to financial software integration here.

Expense Management Makes for a Great SuperChunk

Last month Tallie participated in a panel at the Sleeter Group’s Solutions13 conference. In the panel, Tallie and Bill.com were introduced to attendees as a SuperChunk, which is a collection of software solutions that seamlessly work together to mobilize and streamline the entire expense management and accounting workflow.

The word SuperChunk stems from the term “Chunkification”, which was coined by Doug Sleeter. Chunkification is the ideology that accountants of small and mid-sized companies are abandoning the “all-on-one” solutions in favor of chunks, which he defines as cloud-based applications designed for specific financial and accounting processes. While chunk businesses do provide more control for accountants, the challenge is getting each application to effectively communicate with each other to create a unified accounting system.

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Tallie and Bill.com recognized as collection of software solutions that seamlessly work together to mobilize and streamline the expense management workflow.

 The common approach to software integration is to outsource the data transfer process to third party providers. The result is typically a manually triggered one-directional push of data into default fields. This approach completely misses the mark in building true automation. In order to effectively streamline the expense management process, Tallie engineers worked directly with Bill.com to provide bi-directional data synchronization. The result is a truly automated workflow from point of purchase all the way through reimbursement and why Tallie is the preferred and only expense management solution to connect with Bill.com.

Tallie’s deep integration with Bill.com is setting a higher standard and expectation for the future of accounting software integrations. Bi-directional synchronization will soon become the norm and software companies will be required to abandon the outdated third party method. This is a big win for the accounting community.