Announcing Multi-Entity Shared Environment for Tallie and Intacct Users

Great news for Intacct users! You already know that Tallie and Intacct sync your data in real-time, no clicking required. Our first-of-its-kind integration just got even better.

Here are the highlights:

  • Access all your Intacct entities through a single console account.
  • Write transactions to every entity–not just the top level.
  • A stable, secure data sync from Tallie to Intacct, compatible with your payment system.

Previously, Intacct’s shared multi-entity customers had to create individual expense management and payment system accounts for each. This solution, while viable, was inconvenient, created unnecessary work, and sometimes resulted in poorly organized data.

That’s why we’re proud to offer a complete, shared multi-entity environment for Tallie and Intacct users. Read on for the details!

Access all your Intacct clients and entities through a single console account.

It can be difficult for Intacct console administrators to manage multiple sign ins for each of their clients, let alone install sync users in each. Now, admins can access all their client accounts from a single administrator sign in. No need to juggle multiple logins or consoles!

Intacct Diagram 2

To connect Tallie to a console entity or client, admins should log in to Tallie then select the Sync Settings page under Integration & Sync.

Provide your Intacct console sign in credentials to establish a connection with Intacct.

Tallie expense reports intacct shared multi-entity environment sign in credentials

You may now select an entity or client from the drop-down list.

Talle expense reports Intacct shared multi-entity environment choose entity from list

Write transactions into every Intacct entity.

Other accounting solutions that claim to support Intacct multi-entity environments really only sync with and export to a single entity. Meanwhile, Tallie’s solution lets you write transactions to every entity from the same Tallie account. Tallie routes its exports to different entities based on preferences that you set for the payee, whether it’s an employee or credit card vendor.

Tallie expense reports Intacct multi-entity shared environment - single console account

Secure, accurate sync from Tallie to Intacct and your payment system.

Tallie securely delivers your expense data to Intacct in bill form. You can then manage your payment process via any Intacct-supported third party payment system, including, MineralTree, American Express Check Delivery Service, and others.

Book a free 1-on-1 product demo with a member of our team to see our Intacct integration in action. If you’re ready to see how much time you can save on your expense reports, try Tallie FREE for 14 days.

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