Weekly Roundup – Accounting and Tech

Welcome back to Tallie’s weekly roundup! Below we discuss how to prepare your firm for upcoming changes in the accounting industry, upgrading to new accounting software, an electrifying new product by Energous Corporation, our favorite app of the week, and the latest in the Tallie world. It’s been a great week in the Accounting and Tech communities!

Accounting News

How to prepare your firm for imminent change

This week, Sean McCabe explored some of the major steps firms can take to adapt to change taking place in the modern accounting industry. Action items included investing in change management within the firm, fostering communication between employees of different generations, and most importantly adopting an ongoing process to analyze your firm’s goals and comparing that process with the rest of the industry. Erik Asgeirsson, CEO of CPA.com, also noted “To drive change successfully inside the firm, it’s very important to be clear on your purpose. You drive purpose with what you’re trying to change within the firm.”

To cloud, or not to cloud?

Are you looking to upgrade accounting software? In this guide, Alan Cooke implored you to ponder some useful issues that will help you pick the right accounting software solution. These included the capabilities and differences of the product, the integrations it offers, and the product’s ease of learning.

Tech News

WattUp will soon come to light

TechCrunch this week highlighted a product called Watt Up by Energous Corporation. WattUp plugs straight into your smartphone and has the ability to charge it using the radio waves present around us. Although they are certainly not the first to develop this technology, Energous Corporation is currently leading the charge with WattUp due to be released as early as next year.

App of the Week

Tallie’s favorite app of the week is Bill.com!

Bill.com is the ultimate tool for your accounts payable and accounts receivable workflows. It helps you save 50% of your bill payment and approval time, and helps you get paid 2-3 times faster with ACH and credit cards. Bill.com also syncs with your choice of Quickbooks Online, Intacct, and Xero for the seamless transfer of all data for your receivables and payables.  Moreover, if you connect it with Tallie, you can choose to have both your reimbursable and non-reimbursable expenses sent to Bill.com after you submit your expense report. Get those expenses reimbursed faster!

Tallie News

Tallie version 10.7 is out now!

We just released version 10.7 of Tallie! Some of the highlights of this release included updates to our Intacct integration, credit card improvements, export and UI enhancements, and other general product improvements. Expense reports just got that much better.

Tune in next week for Tallie’s weekly roundup of accounting and technology news!


Tallie’s July Training Webinar Schedule

Throughout the month of July, we’re offering free weekly webinars to ensure you get the most out of our expense report software.

These webinars provide free training for users, administrators, and approvers alike. Lasting only 30 minutes, each training session is packed with information ranging from product guidance to live Q&A with Tallie Experts.

Register for a free July webinar below!



1. Walk through the creation of a Tallie expense report.
2. Share the tips and tricks to create your expense report in a few minutes.
3. Answer any and every Tallie question you have.

Tuesday 7/7 8:30 – 9:00 am PST
Tuesday 7/14 8:30 – 9:00 am PST
Tuesday 7/21 8:30 – 9:00 am PST
Tuesday 7/28 8:30 – 9:00 am PST


1. Walk through the expense report approval process within Tallie.
2. Show the expense report edit feature for specified approvers.
3. Answer any and every Tallie question you have.

Thursday 7/16 8:30 – 9:00 am PST


1. Provide a tour of the Tallie Accountant Portal.
2. Walk through the client account management process within the Accountant Portal.
3. Show how Tallie streamlines your accounting workflow with 1-click multi-point export and bi-directional accounting system integration.
4. Answer any and every Tallie question you have.

Thursday 7/9 8:30 – 9:00 am PST

Thursday 7/23 8:30 – 9:00 am PST

Thursday 7/30 8:30 – 9:00 am PST


1. Walk through how to set custom policies and approval levels within Tallie.
2. Show how Tallie streamlines your expense workflow with multi-point data export and bi-directional accounting system integration.
3. Answer any and every Tallie question you have.

Thursday 7/2 8:30 – 9:00 am PST

If you have any questions between now and your chosen training webinar, please don’t hesitate to contact our Product Expert Team directly at support@usetallie.com or 888-874-1118 Ext 2. We hope to see you there!

Get inside the mind of Tallie Expense Management CEO Chris Farrell!

Get Inside the Mind of an Expense Management CEO – Q&A, Innovation and Insights from the Nation’s Leading Expense Management Firms

Ask questions and listen to industry insights from expense management‘s top CEOs.

The expense industry is a mature industry in which the largest expense solution provider was acquired by one of the largest software firms in the world. Overshadowed by this acquisition is leading-edge innovation and growth within the expense sector. Companies are rapidly growing, adding market-share, creating and implementing unique and innovative technology, and solving the problems of both large and small companies alike.

In this session, we will explore some of the innovation that is happening in the industry and talk to some of the industry CEOs about how they are meeting the needs of their customers. We will take questions from the audience participants via social media (#GBTA2015) and allow the attendees to have their questions fielded directly with the CEOs from these leading expense management companies.

This session is three weeks away. Register for the GBTA Convention 2015 to attend!