Tallie Wins Stevie Award for Support Team of the Year 2014 Category

Tallie, makers of award-winning expense report software, proudly announces that we won the bronze Stevie Award for Support Team of the Year! Competing against some of the best software companies in the country, Tallie is honored to have placed in this category. We sent two members of our team to the Chicago awards ceremony to accept the award, and both returned with incredible stories to share.

Lucy Lei, Tallie’s Product Expert Manager, reflects on their trip. “It was an honor to have been nominated for a Stevie award, and to win one feels amazing. Being in the same room as a large and incredible group of people who are working towards the same ideals, you get an overwhelming sense of pride both in your work and in your team. It’s too bad that the entire Product Expert team couldn’t fly out there to bask in the spotlight of recognition, but I know we are two cogs in the well-oiled machine that is our team and we accept the award of all their behalves. We’re proud of what we do and excited to add this award to our ever-growing trophy case.” Transforming our support team into a product expert team has made a crucial difference in the advancement of our company and we are ecstatic that Stevie has acknowledged that growth.

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Sitting next to our friends at Accountingdepartment.com, this event was a great chance for Tallie to deepen our connections with like-minded companies in the accounting industry. With this recognition from the Stevie Awards, Tallie is now better able to reach out to the community and spread our mission to others.

Learn about how we reinvented our SaaS customer service through product expertise.


Top 5 Facts To Kick Off Intuit’s Scaling New Heights 

This week, Intuit hosts its annual Scaling New Heights Conference in San Antonio, TX. This Quickbooks-centric conference attracts over 1,500 attendees, and continues to deliver top quality workshops, panel discussions, and presentations from the accounting industry’s key luminaries. This is certainly not an event to be missed; even cultural celebrities make an appearance. This year, Scaling New Heights will feature Frank Abagnale as the keynote speaker. Needless to say, Team Tallie cannot wait to see what he has to say about expense fraud.

We are thoroughly excited to kick off our 2014 SNH experience, and encourage you to pay us a visit at Booth #39 near the Intuit tent. Enjoy a personal Tallie demo, refreshing iced cold beverages, complimentary Tallie swag, and the opportunity to win some great prizes!

Don’t miss Tallie CEO Chris Farrell’s Power Breakfast Seminar titled “Three Cloud Predictions Through the Eyes of a Developer” on Wednesday June 18th at 7 am.


If you’re not excited already, we should mention that this year’s Scaling New Heights venue boasts a meandering lazy river for post-conference relaxation. Still not impressed? Here are Tallie’s top 5 facts to help you get amped for Intuit’s Scaling New Heights 2014. Enjoy!

  1. This year Scaling New Heights is hosted in San Antonio, TX, home of The Alamo. In fact, the Scaling New Heights Welcome Social was held in the actual Alamo— a location rich in history dating back to the days of Spanish Rule in the 1700s. Often assumed to be just a small church, the Alamo in its entirety is actually a 4.2 acre complex that includes a church, long barrack, Alamo Hall, and a gift shop.
  2. Scaling New Heights attendees are predominantly accounting professionals committed to focusing their practices on supporting clients who use Intuit software— Quickbooks.
  3. These attendees aim to become leaders in the development of technology-centric relationships in client consulting. By doing so, attendees establish client bases that are less static and nonseasonal, enabling them to maximize their impact on a greater number of businesses each year.
  4. Security Consultant Frank Abagnale, once famous for his history as a former confidence trickster, check forger, and impostor, will deliver the keynote address at Scaling New Heights on Monday morning. In 2011 Leonardo DiCaprio portrayed Abagnale in the box office hit “Catch Me if You Can.” His notoriety came from elaborate and successful identity fraud schemes, but culminated in an arrest and 12-year prison sentence.
  5. All partners in the Collaborative Accounting Ecosystem will be present at Scaling New Heights this year. This includes, Right Networks, RootWorks, Bill.com, SmartVault, BMRG, and of course, Tallie! These solutions combine to create a powerful and seamless combination of accounting software.

Once again, we cannot wait to jump into our Scaling New Heights experience on Monday morning. In the meantime, you can learn more about Tallie’s expense report automation software in this complimentary PDF download.

25th Annual WITI Summit’s Top 10 Trends and Big Ideas

At last week’s 25th Annual Women in Technology (WITI) Summit in Santa Clara, hundreds of women gathered to emerging tech trends and address the challenges women in technology face today. Inspiring career advice filled the conference rooms from executives including IBM, Cisco, and Adobe. Emerging tech trends and hilarious Google Glass stories were revealed by Silicon Valley influencers. Tallie’s very own Claire Milligan (Director of User Experience) and Sylvia Esmundo (Director of Marketing) proudly participated in the lively exchange of ideas and career experiences over the 3-day summit that were shared in a live tweet stream (#WITISummit).

Today, we’ve rounded up the Top 10 Trends and Big Ideas from the 25th Annual WITI Summit. From Big Data to company culture, exciting changes are on the horizon for women in technology.



Read our full analysis of the WITI Conference in our recent post titled While You Waited for the Bathroom: Closing the Technology Gender Gap. Do you have any additional words of wisdom to share regarding the tech Gender Gap? 

10 BIG IDEAS from the Women in Tech Summit 2014

  1. THE IMMINENT SENSOR TREND “We’re about to enter a really big era
    of everything being monitored.” @karaswisher, Founder of @RevereDigital
  2. Meaningful innovation is about intersecting human needs with technology, which primarily are centered around comfort.
  3. “Everyone has to be entrepreneurial; that’s how you succeed.” @karaswisher
  4. “Marketing is no longer the fluffy pink part…We’re accountable for generating revenue. Mktg today is art+science.” @KarMWalker, Marketing SVP @Cisco
  5. “It’s no longer B2B or B2C, it’s Human-to-Human.” @KarMWalker
  6. MOBILIZE CUSTOMERS AS ADVOCATES. 77% of consumers buy a new product via recommendation. If you can get a customer to speak on your behalf, your conversion rate can grow 4-10x @sandy_carter, General Manager, IBM Ecosystems and Social Business Evangelism
  8. Analytics 3.0. Real time insights driven by big data & cognitive computing.
  9. “The next era of computing is about the result of what’s happening, not what’s making it happen” @karaswisher
  10. “Social doesn’t CHANGE your culture. It REVEALS it.” @sandy_carter

While You Waited for the WWDC Bathroom: Closing the Technology Gender Gap

Imagine a world where women can easily find an empty stall in the public restroom, but men must wait in a very, very long line. Sounds pretty unlikely, right? Sadly, at popular Silicon Valley tech conferences, it’s the norm. Women are vastly underrepresented. So, while Apple held its WorldWide Developers Conference last week, and yet another image of the mens’ bathroom line was tweeted out into the universe,  I traveled down to Santa Clara to attend the 25th Women in Technology International Conference alongside our Director of Marketing Communications, Sylvia Esmundo.


The Challenge of Bias in Technology Today

There are three common themes that generally develop across start-ups. When multiplied together, organizations can develop with a distinct bias in favor of white men.

1) It’s all about building a viable product.

Startups are, by their very nature, product-led businesses with a direct focus on growth & adoption. This lean business model requires minimal overhead, making talent the most critical component to growth.


2) Fast growth means little time for recruiting.

A technology company must prove its growth capability early and often. Every employee is responsible for producing – whether it’s code, content, sales or otherwise – from C-level to individual contributor. Hiring becomes a passive process, reviewing resumes that come in from one or two job postings.

3) Fast growth means little time for management.

With each employee focusing on producing, a sink-or-swim approach to career development emerges. In order to guarantee that the new hire will succeed at your startup, most founders initiate a “culture-fit” interview process, assessing the individual for personality traits that will mesh well with the existing team. This is where a more subjective bias can come into play.


What We, As Women, Can Do About It

When the Women in Technology International (WITI) Conference first convened 25 years ago, technology in business was focused on IT. This served a critical, yet auxiliary, role in corporate structure. While the unique challenges of today’s startup culture outlined above did not apply, women were struggling for recognition and promotion in these technical fields. What remained consistent, however, is that women continue to be underrepresented in science, technology, engineering and math fields, both then and now, making bias-reduction quite a challenge.


While “curing” our industry of its gender biases will require a cultural paradigm shift larger than any person or event, we’d like to share with our readers some wonderful nuggets of advice we gathered from this year’s conference that aim to help individual women in the tech field today. Here are my favorites:

1) Convene your personal board of directors

While this was mentioned by quite a few panelists and speakers, Marie Gutgesell (Global Watch CIO at Nielsen Research) explained it the best. Corporate decision-making is made under the guidance of a board of directors who can objectively coach the executive through challenging problems and decisions, providing insight based on knowledge and experience. Each woman in technology should seek out mentors and sponsors who can challenge and encourage her throughout her career.


2) Take risks

A recent article entitled “The Confidence Gap” in The Atlantic reveals a startling trend: men are more likely to apply for promotions despite having a skill deficit, while women will wait until they believe they have achieved all the skills necessary for the promoted position. Two panelists, Sheleen Quish (recently CIO of Ameristar Casinos) and Theresa Wilson (EVP & CIO of Consumer Lending Technology at Wells Fargo) spoke of career opportunities offered to them despite their own uncertainty relating to their qualifications. Both accepted the risk and flourished in their role, leading them to greater growth. Sheleen encouraged others to take on that kind of risk earlier in our careers.

3) Recognize that a winding career path is a strength

Puja Jaspal(VP of HR at Visa) regaled the audience with stories of her career journey, which began in mechanical engineering, transitioned through management consulting, and finally specialized in human resources. Not only did she credit her current position to this varied background, but she noted that the constant introspection required of making leaps and redirects on one’s career is a major asset.


Are you interested in encouraging the development of women in technology? Learn more about Women in Technology International here. Men and women are welcome to join!

For more thoughts on women in tech, follow Claire and Sylvia on Twitter.


Tallie Team Celebrates Winning CPA Practice Advisor Innovation Award

Our team is excited to announce that Tallie has been awarded the Tax and Accounting Technology Innovation Award by CPA Practice Advisor. This award is a tremendous honor and one that we are proud to accept. With over 150% growth in customer base over the past 6 months alone, Tallie’s mobile expense app and cloud-based management solution continues to deliver the quickest path from receipt to balance sheet for small to midsize businesses nationwide.


When asked what this award means to Tallie, Chris Farrell, CEO, affirmed, “Just as we have built Tallie to deliver accounting-savvy automation and back-end synchronization, we are committed to steadily raising the bar for cloud accounting solutions. Tallie looks forward to deepening our partnership with the CPA community as we advance and optimize the accounting workflow together.”

CPA Practice Advisor commended Tallie for being a mobile-enabled solution that simplifies and accelerates the painfully manual expense report process by automatically capturing, categorizing and processing expense transactions, and integrating seamlessly with leading accounting systems. Our native integrations with QuickBooks, Bill.com, and SmartVault were honored for meeting the growing need by companies, accounting firms, and Business Process Outsourcing (BPO) services for a system-wide cloud-based ecosystem.

We’ve worked tirelessly to deliver a premier product that is powerful, purposeful, and easy to use. It’s a tremendous honor to receive the Technology Innovation Award from CPA Practice Advisor, but we’re not stopping here. Tallie’s VP of Product Strategy, Demid Potemkin, looks forward to the future of Tallie, including new features, integrations, and partnerships with key industry partners. “We continuously collaborate with our partners to provide the best expense management product available today. I am thrilled and humbled to see the industry agrees with our product vision. Working closely with all of Tallie’s partners enables us to be successful, and we are excited to continue working with them to create award winning software that truly saves time for both end users and finance departments.”

The Tallie team is thrilled and honored to receive the Technology Innovation Award from CPA Practice Advisor, the definitive resource for information to tax and accounting professionals in public practice. If you’d like to see how our award-winning cloud-based expense management solution can work for your business, schedule a personal Product Demo by clicking here or giving our Sales Team a call at 800-592-5144.

Read the full article on CPA Practice Advisor’s website by clicking here. 

If you’re ready to begin Tallie for free, create a free 14 Day Free Trial by clicking here.

Tallie Introduces Expense Report Community Spotlight Program

At first glance, one might assume that Tallie’s powerful features and integrations are exclusively engineered for the accounting community. We understand that expense reports and accounts payable aren’t the most exciting topics out there. But upon closer look, it’s clear that Tallie’s core purpose can be applied across diverse industries and organizations. Here’s how: Tallie streamlines backend accounting processes for a vast array of industries ranging from government, non-profit, professional services (not just accounting firms!), staffing, and technology, and beyond. From a number of mom & pop shops to 500+ employee organizations, there is no “one-size fits all” mentality for the customers we aim to help. tallie-community-spotlight-expense-report Taking an even deeper look, we celebrate a diverse array of accounting systems including Great Plains, Intacct, QuickBooks, Xero, and some companies even using Tallie as a standalone tool. That same diversity can be seen in payroll/reimbursement methods (accounting system, ADP, Bill.com, Paychex, etc.) and hosting networks (Cloud9, RightNetworks, Swizznet). Over the past 6 months, Tallie experienced over 150% growth in customer base. With a continued vision for diversifying and growing the Tallie Community, we feel inspired to shine the spotlight on our unique and different clientele. We invite you to follow our new recurring “Tallie Community” series and learn more about our clients’ stories. Keep an eye out as they will be coming your way soon! Are you a current Tallie client that would like to be featured in our Tallie Community Spotlight? Email us directly at news@tallie.com to apply!