Tallie Expense Reporting Software – April Webinar Schedule

During the month of April, we are conducting free weekly webinars on a wide variety of subjects to ensure you get the most out of our expense reporting software.

These webinars provide free training for employees, managers, and accountants alike. Lasting between 15 and 30 minutes, each training session is packed with information ranging from product guidance to live Q&A with Tallie Product Experts.

Register for a free April webinar below!


  1. Run 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 might possibly have.


Tuesday 4/5 8:30 – 9:00 am PST

Tuesday 4/12 8:30 – 9:00 am PST

Tuesday 4/19 8:30 – 9:00 am PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday 4/26 8:30 – 9:00 am PST


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


Thursday 4/7 8:30 – 9:00 am PST

Thursday 4/28 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 4/14 8:30 – 9:00 am PST


  1. Run through a variety of features that you may utilize in Tallie.
  2. Review customization and options of your account’s configuration.
  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 4/21 8:30 – 9:00 am PST

If you have any questions about Tallie’s expense reporting software 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!

How OCR is Transforming Accounting

Optical Character Recognition or OCR is transforming accounting by reducing data entry for accountants. This tech tool can take on time consuming tasks, allowing professionals to focus on more value-add activities. But first things first:

What is Optical Character Recognition (OCR)?

Optical Character Recognition is a technology designed to extract text from an image and convert it into editable and searchable data. You can think of it as a scanner that has evolved far beyond photocopying. OCR can read and store printed or handwritten text, providing a huge benefit to accountants who spend time manually coding documents including receipts, checks and invoices. Hallelujah!

While OCR has only recently started to disrupt accounting, it is by no means a new technology. Some of the first computerized applications of OCR date back to the 1950s. In 1951 a Department of Defense engineer created an elementary scanner that could interpret Morse Code and read messages aloud. The US post office has used OCR for over thirty years to scan address labels. As digital cameras and processing software modernized over the past 10 years, the speed and accuracy of OCR has improved. As a result, the applications of OCR have expanded across industries.

While the benefits of OCR in accounting are transformative, enhancements can still be made to how accurate OCR converts data from both structured and unstructured documents.

Optical Character Recognition and Structured Documents

Structured documents, like checks, follow a static layout. The key data is always found in the same place. This standard format is ideal for Optical Character Recognition technology. You’re likely to be familiar with one particular use of OCR and structured documents: depositing checks using your mobile phone.

The efficient point-and-shoot method of depositing checks is a great first step for OCR. When you snap a picture of your check, OCR knows precisely where to look and what to look for. Checks even use the same block-like font, based on magnetic reader technology, for routing and account numbers.

Having this kind of structure in place dramatically improves the accuracy of OCR. However, even despite the uniformity of structured checks, banks still require the user to enter the total check amount, leaving part of the data entry on you.

Tallie Optical Character Recognition

Tallie Optical Character Recognition

Optical Character Recognition and Unstructured Documents

Documents that vary in formatting such as bills and receipts are considered unstructured documents. The variation makes these documents difficult for Optical Character Recognition to interpret. Fortunately we are witnessing a breakthrough moment for unstructured OCR.

Tech titans such as Google and Microsoft are investing heavily in OCR applications and we are beginning to see the gains. For example, Google Translate allows users to take a picture of foreign text, such as a traffic sign or a menu, and receive a translation on the spot.

To share these OCR developments with the broader tech community Google released Cloud Vision: a smart image analysis tool that gives startups access to OCR technology without having to build the software in-house. A win-win for consumers and businesses alike.

Even Oxford University has joined in on the fun, releasing a series of publications on text spotting. The renowned institution has developed a technology that can read words in non-standard fonts and handwritten text, and interpret the information much like our brains do.


OCR Tallie

Optical Character Recognition Map – Tallie

Optical Character Recognition isn’t perfect

As a result of the ongoing investment, computers are beginning to assume more and more data entry responsibilities for accountants. Automating this process will take a significant burden off of accountants, however, the primary obstacle for adoption in our profession is accuracy.

Today, we see OCR accuracy in the 80% to 90% range for unstructured documents and greater than 90% for structured documents. Although imperfect, accountants are beginning to leverage OCR to shift their time from data entry to data review. This phenomenon will have a lasting and transformative effect on the daily responsibilities of accounting teams.

After OCR, what’s next? In our next post, we’ll explore data science and its role from data review to external audit.

Lurie Deploys Tallie as Expense Report Software Solution

SAN FRANCISCO, Calif. – February 29, 2016 – Tallie, the leading SaaS expense management innovator, today announced that Lurie, LLP, one of the nation’s leading regional accounting firms, has deployed Tallie’s award-winning expense software for firm-wide internal use.

“We were happy to migrate the firm to Tallie for expense report submission. The application is easy to use, training was quick, and the processing time was cut down dramatically for our professional staff and internal accounting team,” said Clare Chisholm, Director of Internal Accounting at Lurie. “We use the same YourBooks™ service we offer to our clients. We realized a reduction in administrative FTE, seamless integration with our payable and financial system, and moved our firm closer to a paperless office.”

“We are very pleased to be part of the productivity solution for both their employees and their YourBooks™ clients”, said Chris Farrell, CEO of Tallie. “Lurie is well known for their entrepreneurial spirit and client service and we believe that their using the same set of tools both internally and for clients makes perfect sense. We are looking forward to continued collaboration with their team.”

Tallie is expense report software that automates the process from end-to-end. Tallie includes time-saving features such as rapid receipt processing, auto-categorization of expenses, and credit card/receipt auto-match. In addition, Tallie’s deep accounting, practice management, and bill payment software integrations dramatically reduce the burden for accounting staff.

YourBooks™ is an outsourced accounting, payroll, and financial reporting service package that combines QuickBooks™ with the services of Bill.com™ and Tallie to become a hands-free accounting system. Designed for small to medium-sized businesses, YourBooks™ moves all of your accounts payable and payroll processing to the cloud and automates these transactions so you no longer need to write and mail paper checks. YourBooks™ is secure, giving you control over the approval and payment of bills. And since YourBooks™ works in the cloud, all of these transactions can be viewed in real time.

For more Tallie news, visit our press room, read our blog, watch our video, and follow us on Facebook, LinkedIn, Twitter, Google+, and YouTube.

About Tallie

Tallie is the leading SaaS expense management innovator and enabler of the complete cloud-based accounting ecosystem. In close collaboration with users, CPA practitioners, and industry-leading accounting, technology, and financial partners, it has developed mobile expense report software 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. www.tallie.com

About Lurie

Founded in 1940, Lurie LLP is a prominent Twin Cities CPA firm providing accounting, audit, tax planning and advisory services to businesses and individuals. Founded by entrepreneurs, that spirit is at the core of everything we do. The firm has more than 130 employees at its Twin Cities headquarters. They are a founding member of the Leading Edge Alliance, the second largest international association of independent CPA firms with more than 180 firms in 100 countries. To learn more visit http://www.luriellp.com


Tallie Contact:

Nick Kormeluk, Chief Operating Officer