9.16 Release: NEW Affiliate Portal Features

Salutations! The Tallie Team is excited to make three major announcements in our 9.16 release. This release introduces support for PEX Prepaid Business Cards, unveils new expense management features for our Affiliates and Resellers, and marks the launch of Tallie’s integration with QuickBooks Online.

Affiliate Portal Features
Tallie Resellers and Affiliates now have an area in which they can create new accounts and monitor clients’ usage either per client or on aggregate, alongside billing details.

If you’re a Reseller or an Affiliate, simply go to “Settings”, “Billing” and click on “Reseller Management.”

To view client usage:



If you have any additional questions, please contact our Product Expert Team directly at 800-592-5144 or support@usetallie.com

Thank you!

Tallie Team

5/29 Training Webinar: “How to Submit Expenses in 5 Minutes or Less”

It’s no secret that Tallie offers the quickest path from receipt to balance sheet. But how quick? With Tallie’s expense report automation software, you can scan your receipts, create expenses, and submit expenses to the approver all in 5 minutes or less. We invite you to see Tallie in action during our upcoming webinar! We’ll go over the highlights of Tallie’s powerful features and integrations, and show you how simple and easy it is to navigate a Tallie account.

“How to Create, Submit, Approve Your Expense Report in 5 Minutes or Less”

Register for the Webinar Today!

Thursday 5/29 at 1 pm PST

Want a sneak peek? Watch this product demo for an overview of Tallie’s functionality.

When Stevie Met Tallie: Tallie Named Stevie Awards Finalist for Support Team of the Year 2014


Tallie is thrilled to announce that we’ve been named a Stevie Awards Finalist for Support Team of the Year 2014! Over 3300 nominations from a wide gamut of businesses and industries applied, and Finalists were chosen by more than 150 business professionals. Considering the esteemed panel of judges that evaluated Tallie’s story, we are honored to be named a Finalist for such an award. To say our thanks, we’d like to share with our readers a few facts about the Stevie Awards and their history.

Meet Stevie: 5 Random Facts about the Stevie Awards

  1. Businesses and individuals from over 60 countries have received Gold Stevie Awards since 2002.
  2. “Stevie” is shortened from Stephen, which means “crowned” in Greek.
  3. The hand-cast “Grand Stevie” (overall winner) is approximately 16 inches tall, and finished in 24-karat gold.
  4. Stevie holds a crystal pyramid, which is meant to embody the hierarchy of human needs. This symbolizes the philosophy that if basic needs are met, human beings seek the esteem of their peers.
  5. To earn the status of Finalist in the Stevie Awards, nominated organizations must receive high scores throughout 5+ weeks of preliminary judging.

When Stevie Met Tallie: 

Tallie was nominated for Support Team of the Year in the category of Computer Services & Computer Software. We shared our story of reinventing SaaS customer service through product expertise, and referenced a Desk.com case study on the proven success of our team.

After adopting an innovative SaaS customer service approach, we transformed our Support Team into a Product Expert Team. This transition proved critical to the growth of our company and product experience as a whole. Together, our Product Expert Team attracts new clientele and directly influences Tallie’s future. Most importantly, this development has ignited passion and drive within each team member which fosters an immeasurable impact on the spirit and character of our team morale.

We are excited to have been named a Finalist in the 2014 Stevie Awards, and anxiously await the announcement of Gold, Silver, and Bronze category winners at their Chicago awards banquet in June!

Watch Tallie’s Expense Report End-User Training Webinar

In April, we hosted a live End-User Training Webinar in an effort to continue providing our clients with top-notch support in navigating their Tallie accounts.

In this 25-minute webinar, we covered a quick Tallie product demo and highlighted some new and powerful expense report software features. We then covered the most popular Tallie-related questions that our Product Expert Team receives, and answered some live questions and answers from the audience.

We hope you find this webinar both enjoyable and helpful! Take a look:

Do you have any additional questions regarding your Tallie end-user experience? Leave them in the comments below and we’ll reply as soon as possible!

Tallie’s Conference Survival Guide

As business teams prepare to embark on their own busy conference seasons, we’re offering a Conference Survival Guide to ensure an enjoyable and productive experience. Here are our recommendations:


1. BKR Water Bottle – $30

We’ve all experienced this. Back-to-back seminars can quickly lead to dehydration and afternoon lethargy. Power through your break-out sessions with a BKR water bottle. These glass bottles are easy to tote around the conference floor and include a soft, silicone sleeve available in a variety of colors.

2. Baggu “Duck Bag” – $26

From branded water bottles to USB charger blocks, conference vendors continue to deliver increasingly innovative conference swag, and we recommend you snag a bag that can hold it all. The Baggu “Duck Bag” is made of recycled cotton and will keep all your personal and professional belongings comfortably safe and secure.

3. Mophie “Juice Pack” Powerstation External Battery – $60

Don’t drain your patience on a dead battery; stay connected with a portable charger. This iPhone and iPad charger boasts a special high-output battery that charges twice as fast as traditional 500mAh batteries and improved conversion efficiency so more power reaches your device.

4. Strong & Kind Bars – $2

Be prepared! Pack some protein to stay sharp and alert through collaborative meetings. We recommend the “Strong & Kind Bar” which comes in a handful of delicious flavors: Honey Mustard, Hickory Smoked, Thai Sweet Chili, Roasted Jalapeno, and Honey Smoked BBQ. These bars are made from 100% whole ingredients such as almonds, pumpkin and hemp seeds, and pea crisps, and deliver 10 g of protein per bar.

5. Coloud “Pop” Earbuds – $25

Wildly popular at Tallie HQ, the Coloud “Pop” earbuds are essential for skyward conference travels. These earbuds are compact, colorful, and deliver quality sound all for the great price of $25. Not too bad considering Apple’s earbuds range from $29-79, and Coloud’s will actually fit in your ears.

Team Tallie wishes you a happy and productive conference season! Want to see how easy Tallie makes submitting conference expenses? Schedule a 1-on-1 product demo with one of our experts. Or take advantage of our free 14-day trials– no credit card, no obligation.

Tallie’s Opticon 2014 Takeaways for Every Innovative Business

On Thursday April 17th, Team Tallie attended Optimizely’s inaugural conference, Opticon 2014. Why, you might ask? Tallie uses Optimizely to continually improve our clients’ experience navigating both our website and the Tallie product itself. As a SaaS company, we are intent on continually delivering an improved product experience. As individuals, we are inspired to challenge, test, innovate, and lead the business software industry towards a new era of accounting marked by meaningful technology with top business value.

We were thoroughly impressed with Optimizely’s first conference (if you didn’t know it, you’d never guess). We decided to round up our top 3 favorite takeaways from our experience and pass them on to our followers.


1. Just run an experiment.

This mantra was woven throughout the day of seminars, beginning with the keynote address by Optimizely Co-Founders Dan Siroker and Pete Koomen. Dan first introduced us to this simple, yet powerful solution by sharing a story about his days as a Product Manager for Google Chrome. He said whenever he was met with skepticism or even full-on roadblocks in the development process, he would propose an experiment— the option of an “undo” button. By doing so, he was able to back up his ideas and hypotheses on business value with hard data, and break through seemingly impossible barriers. Performing experiments, however big or small, led Dan to help make Google Chrome the powerhouse web browser that it is today.

Takeaway: Business decisions needn’t be precluded by a battle and office politics. Eliminate cross-department tension through experimentation, iterative change, and most importantly, real data to back it up.

2. Think outside your bubble.

Just because your company’s business methods are time-tested and written in the rule book doesn’t necessarily mean it’s still the smartest way of operating. Be open to new ideas and new approaches to a seemingly established system or process, and welcome them from anyone in your company. This concept resonated deeply with the Tallie Team due to its perfect alignment with our core purpose— to provide the quickest path from receipt to balance sheet. Taking an arduous and error-prone Excel-based process and revolutionizing it in a way that no other expense management product has done before is one of our core motivators for continued innovation.

Takeaway: By welcoming new approaches to business processes, companies can become more efficient and cut costs, and better position themselves as leaders in their field.

3. Transform your perceived value of company culture.

While Opticon 2014 was teeming with tech savvy seminars and fresh ideas, something exceptional permeated through every detail of the conference: strong company culture. Every Optimizely staff member we interacted with was knowledgeable, approachable, on brand, and most importantly, tied to a communal cause. In the keynote address, we heard some remarkable announcements from Optimizely’s co-founders. One of the most impressive was their new commitment to empower nonprofits to quantifiably increase their ability to drive social change. This attention to social causes was present throughout the event, and it made for a powerfully branded event experience. The consistency and quality of their branded experience was remarkable to say the least, and emboldened my positive perception of the overall company.

Takeaway: Real business value can be derived from “softer” company goals. In addition to positive brand recognition in the field, companies commonly experience higher employee retention, and thus strengthened team expertise and product knowledge. Top companies use these softer goals to amplify existing efforts and drive progress towards completing business goals.

The Tallie Team was thrilled with their Opticon 2014 experience, and feels inspired to continue fostering a “testing culture” to deliver the best product experience to our clients. Did you attend Opticon 2014? Tell us about your experience in the comments below!