Tallie + Bill.com: A New Standard for Expense Report Integration

Our deep, direct integration with Bill.com is live. Never before have a bill payment and expense report management system been so deeply integrated.

We’ve already heard rave reviews from accounting industry luminaries, like Doug Sleeter, CEO of The Sleeter Group who said: “When software companies work together, everybody wins! Bill.com and Tallie have done a superb job of working together to make a better customer experience.”

Take a look at the Tallie and Bill.com joint press release on Yahoo Finance. But there’s much more to this expense report integration than a press release.

It is the realization of a vision that I’ve long shared with René Lacerte, Bill.com’s CEO. The math is simple. We believe that SaaS leadership will come from superior customer value creation. This only happens with the right combination of highly specialized, best-of-breed applications, functioning in unison.


“Functioning in unison” is not the hand-off of data through an API handshake, or a third party integration specialist. It requires a symphony of data transfers, processing flows and code-level partner collaboration. It’s a level of synchronization we call deep integration. It’s the standard by which expense report integration will be measured.

Very few SaaS companies can pull it off. Most lack the commitment to this vision, the technical capability, or both.

So, there’s much more to the press release than an expense report integration.

If you’d like to learn more about expense report integration with Bill.com and Tallie, call us at +1.800.592.5144

SpringAhead named Inc. 500 Top 50 Software Company – again!

We’re thrilled that SpringAhead, Tallie’s parent company, is on Inc. 500’s Software Top 50 list again this year. The ranking is based upon actual company performance in the market place: revenue growth over the last three years (SpringAhead grew 796%!!).

Our success is related to a sales and marketing team committed to winning and maintaining loyalty with customers through a dedication to superior product expertise. It’s not possible without the breakthrough thinking and flawless execution of our engineers (we call them data scientists). It’s a trajectory that will only continue, as Tallie defines the expense report software market through simply powerful expense report automation!

For more information about the Inc. 500 and SpringAhead’s rankings, visit the SpringAhead Inc. 500 page.

A Different Kind of Expense Report App

Here at SpringAhead, we’re passionate about our users, meaning everyone who touches our tools. The design of our new native Tallie iPhone and iPad expense report app reflects that commitment.

The new Tallie app isn’t just a beautiful, quick and easy-to-use app – it “mobilizes” many of our best expert control features. Now our best data verification and error prevention tools are featured on the mobile device. It’s an app for the mobile workforce and the finance team.

Data Verification

Snap a photo of a receipt in the iOS app and Tallie will automatically scan that receipt to pull merchant, date and amount data at no extra charge.


Tallie makes a best-guess match of the expense to company expense categories, based on the company’s previous activity.

Duplicate Identification

Tallie identifies expenses that appear similar to another, based on merchant, date, amount and image similarity, and will alert the employee within the Tallie app immediately.

Policy Alerts & Education

If an expense is out of company policy, the Tallie app will alert the employee immediately and provide helpful information for resolving the issue.

The new Tallie mobile expense report app is a different kind of app. It beautifully extends our clients’ streamlined expense report workflow into the field in a simply powerful way. Find the Tallie App in the Apple App Store.

Expert Tip: Use QuickBooks Other Names* List

Many companies are in the habit of recording Corporate Credit Card merchants as Vendors in QuickBooks, however this can result in a bloated Vendor list, particularly when it comes time to issue a Bill.

Odds are you’ll never write a check to a Corporate Credit Card merchant, so those merchants don’t necessarily belong on your Vendor list. For example, when your team spends money at Burger King on a corporate card, you’re going to want to record the expense, but you’ll never pay Burger King directly. To reduce clutter and increase accounting clarity, we suggest exporting merchant names directly to QuickBooks‘ Other Names list instead. Should you ever need to pay a Corporate Credit Card merchant directly, QuickBooks will allow Other Names to be changed to Vendors by using the Change Type feature. Please note that a Vendor cannot be changed to an Other Name.


Use the QuickBooks Change Type feature to transfer a merchant from the Other Names list to the Vendor list.


If your company is using Tallie for expense report automation, Corporate Credit Card merchants can be exported directly to the QuickBooks Other Names list or Vendor list. Simply use Tallie’s Export Settings to indicate export of Corporate Credit Card merchant names to your preferred list. You may also elect to not export merchant names. No matter what you choose, your company can take advantage of Tallie’s award-winning QuickBooks expense report software integration.



Use the Export Settings to send Corporate Credit Card merchant names to QuickBooks Other Names list.

*This option applies only to desktop versions of QuickBooks. QuickBooks Online Edition (QBOE) does not have an Other Names list. To speak with a Tallie – QuickBooks expense report software integration expert, feel free to contact Tallie Support.

Closing the Audit Loop: Expense Report Integration

Quality integration is an essential ingredient to SaaS.  The proliferation of SaaS solutions is hard to keep up with, the specialization of SaaS solutions, impossible to ignore.  Our solution as a SaaS company is to go deep, not broad, and find companies that share that philosophy in essential and complementary competencies.  And integrate as deeply as possible with them.  Together creating a seamless product experience that eliminates data entry, sign in and synchronization redundancies.

The first example combines expense report automation with cloud-based data storage. We’ve teamed with SmartVault to put expense report documentation directly into QuickBooks.  The workflow starts with Tallie’s receipt gathering, data entry and accounting review process. As transactions are exported to QuickBooks, Tallie concurrently pushes the expense report receipts to SmartVault. The receipts are accessible directly from the SmartVault toolbar in QuickBooks. This not only eases the document retrieval burden but also eliminates the need for accounting to scan, upload, or file documents.

The end-to-end document workflow supports IRS Publication 463 recordkeeping requirements. Each document is collected by the employee at the point of purchase, captured by Tallie and approved within the company’s expense report approval structure. The documents are then stored in electronic format within the accounting system, ensuring their ability to be retrieved on demand. For U.S. companies, the Internal Revenue Code stipulates 3 years from the date of filing. Certain exceptions apply as noted in Publication 583.

You can view the SmartVault integration video here.

Welcome to Tallie: Leaders in the Expense Report Industry

Welcome to our blog. We are a team of problem solvers who love solving puzzles — for years, expense report automation has been our puzzle.

We built Tallie to change your expectations about expense reports. It is not an incremental evolution from spreadsheets. It does not turn to the status quo for inspiration. Tallie’s story begins with a diverse team of experts and a clean sheet of paper. Our mission was to create a software solution that advanced productivity beyond the obvious. The result is a product that breaks boundaries.

Throughout Tallie, you’ll note expert accounting controls woven into a fabric of automation. This combination was made possible by bringing together CFO’s with product designers and developers. The result is true value creation through more control, with less work for the teams in the field.

The goal of this blog is to advance productivity conversations beyond the obvious. We hope that you’ll join us.


Chris Farrell