Introducing the Oracle NetSuite Integration

If you’re a Tallie customer, you’ll know by now that integrations are one of our key strengths. Our Sage Intacct integration won a CPA Practice Advisor Tax & Accounting Technology Innovation Award. It offered leading activity-based and multi-entity integration for Sage Intacct users and accounting teams, with a wonderfully hassle-free implementation process.

That intelligence was leveraged to build the Oracle NetSuite Integration. It’s a solution for companies who are simply scaling so fast they need a reliable solution to power their growth.  

The integration allows NetSuite users to work in a bi-directional way with Tallie. It offers automatic transfers of data between both platforms with immediate syncs of new or edited data from NetSuite into Tallie. It also offers a direct export of completed expenses back into NetSuite. The bi-directional sync keeps the data up-to-date at all times, in a controlled environment.

This helps overcome a key hurdle that accounting teams often face when connecting expense management tools to their ERP. For example, if you require your users to track their expenses against data that lives in NetSuite, it can cause headaches to give users access to the controlled data in NetSuite. The integration with Tallie gives users a controlled environment in which to access the data. It’s also ideal for companies who require real-time updates to their chart of accounts and other lists multiple times a day.

Here are four key benefits to look forward to with this integration:

1. It’s plug-and-play.
This is a turnkey solution that offers integration with NetSuite’s standard lists including: employees, projects, customers, items, categories, accounts, classes, departments, and locations. Contextualized data is seamlessly exported back to NetSuite, ensuring a complete record of all expenses.

2. It has an activity-based sync.
Our integration can be configured using NetSuite “bundles,” which allows Tallie to automatically sync changed list data from NetSuite into Tallie as soon as the change occurs. This feature is ideal for companies whose data changes often. It also requires zero effort to keep your data in sync, freeing up more time in your busy day. And who doesn’t need more time in their day?

3. You can rely on comprehensive exports.
Tallie offers an easy-to-use interface to manage the integration, offering the status of your exports as well as actionable error handling if any issues arise. This means you’ll know immediately when a sync is successfully imported—or if a failure arises. This immediate feedback loop creates a seamless experience. It also gives you access to all your data history.

4. You control user access.
Integrating NetSuite directly with Tallie empowers users to leverage data from their ERP in a controlled system, with settings in place to limit their exposure to sensitive information.

Tallie was purpose-built with accountants in mind. And this newest integration is a way to give you peace of mind knowing you have absolute data integrity, and winning you extra time to focus on strategy and growth.

To learn more about the Oracle NetSuite Integration for Tallie, click here.

Top 3 Expense Reporting Pain Points — and How Tallie Can Help

Corporate travel is complicated for most parties involved. Employees hitting the road must ensure that all of their arrangements are in place and keep track of how much they spend throughout the trip. When each staff member returns, managers and accountants must make sure the worker is reimbursed for what was spent on food, transportation, lodging, and other required costs.

The majority of organizations deal with these struggles, particularly those whose employees travel on a regular basis. Some firms — 17 percent — have workers who travel 25 weeks or more out of the year and about half of all companies process 500 or more expense reports each month, according to Paystream Advisors.

Whether your business takes part in occasional travel or employees are leaving on trips every other day, your company most likely deals with the same headaches and complexities as other enterprises.

Photo of woman using Tallie expense reporting software on a mobile phone.Businesses using paper-based expense reporting waste a total of 3,000 hours processing by hand and correcting errors.

Reporting and Organizing Expenses: The Hurdles

Often, it's not the actual travel that makes things difficult for businesses and their employees. Reporting and organizing the associated expenses, processing and approving reports, and supporting quick reimbursement presents numerous challenges for companies both large and small.

But what pain points are shared among these organizations, and what can be done to address them?

1) Inefficient and Costly Manual Processing

Now that so much mission-critical business activity takes place in the digital sphere, there's no reason that expense reporting shouldn't be on this bandwagon. However, according to numerous studies, a surprising number of companies are still using paper spreadsheets and other manual processes for their expenses.

This is a challenge shared by 37 percent of organizations, according to a study from Paystream. Processing reports manually is also expensive and time consuming — reported that businesses using paper-based expense reporting waste a total of 3,000 hours processing by hand and correcting errors. What's more, each incorrect report costs a company $58 and 18 minutes to create and fix.

An advanced expense reporting solution like Tallie can help businesses eliminate error-prone and tedious manual processes with an innovative, mobile-friendly system. Reports can automatically be checked for errors, and the time it takes to process and approve these is considerably reduced.

2) Lack of Compliance with Spending Policies

Businesses put spending policies in place for a reason: ensuring that employees are reimbursed for corporate expenses while remaining in line with the company's budget. However, without granular visibility and categorized spending, it's difficult to spot any overspending or transactions that don't qualify for reimbursement. A report from Aberdeen Group found that 49 percent of businesses struggle when it comes to policy compliance.

Tallie can alleviate this pressure as well. When employees report a transaction, it is automatically categorized, providing report approvers with the necessary visibility. What's more, Tallie flags any spending that violates corporate policies, saving your company time and money.

3) Slow Reimbursement

Among traveling employees, one of the biggest complaints is having to wait long cycles for reimbursement. This isn't just frustrating, but it can also create financial stress for workers trying to make ends meet.

Businesses must better support their workers by processing and approving reports as quickly as possible to enable streamlined reimbursement. Tallie alerts approvers when reports require their attention and offers email-based approvals. These types of innovation can cut processing time by as much as two-thirds, allowing employees to receive reimbursement as quickly as possible.

To find out more about how Tallie can help your business tackle its most pressing expense management pain points, contact us for a free trial today.

Expense Report Software: What Makes Tallie Different?

In the current travel and expense management industry, there are more than a few choices available for businesses. The IDC estimates that the market for TEM software will surpass $2.4 billion within the next three years, with growth focusing around cloud-based and mobile solutions.

Decision-makers may be tempted to use the first big-name expense reporting system they come across, but with so much riding on the utilization, accuracy, and support of the solution, it's imperative that stakeholders choose one that will provide the most value for their traveling employees and accounting department. Most expense reporting software is pretty similar: Users create reports, categorize expenses, and input receipts by hand. This worked well for some time, but there is a more intuitive and intelligent process that can be used here.

When it comes to expense reporting solutions, Tallie is different. Here's how:

Eliminating the Manual Steps: Automatic Categorization

As opposed to beginning the expense reporting process by creating an expense report, Tallie focuses on the receipt itself. Users need not worry about manual steps, and can simply snap a photo of their receipt from their mobile device, send it to Tallie via our intelligent mobile app, and then move on to other business priorities.

Tallie leverages specially designed algorithms to squeeze as much information out of each receipt as possible. Once Tallie servers receive a receipt image, we draw details from the document, and automatically import them into the report. These variables include the cost of the transaction, the name of the company or merchant, and the specific expense category. This method eliminates the need for much of the manual human interaction users are accustomed to with other expense reporting solutions.

Applying Custom Corporate Policies

Tallie also enables stakeholders to include their business's unique travel and expense policies, enabling these rules to be applied to each transaction and associated receipt. We flag any action needed on the part of users according to their company's policies after we create the report, and intelligently categorize the expenses.

For example, let's say Jane goes out to lunch with a co-worker and business partner. After the meal, she snaps a photo of the receipt with the Tallie mobile app. Tallie creates the report and automatically categorizes it as a business meal. According to Jane's corporate expense policies, she must specify the number of attendees at the meal, so Tallie notifies Jane, enabling her to go into the report and make sure her report aligns with the business's expense rules.

This not only saves time and makes things easy for Jane, but also streamlines the report approval process. Because Tallie helps ensure accuracy and automatically flags any missing information or discrepancies, reports can be filed correctly the first time. Supervisors can review and approve reports much more quickly.

Laptop open to screen of Tallie expense reporting software.Tallie supports the key expense reporting features today's businesses need in a streamlined, intelligent user interface.

User-Friendly Interface: Reducing the Learning Curve

The software's intuitive and easy-to-understand user interface belie Tallie's powerful capabilities. While some decision-makers jump at solutions that provide a lot of bells and whistles, this isn't always the best choice — a system with features you don't need can translate to long training time for users and report approvers, reducing the overall return on investment.

Tallie, by contrast, provides a simple user interface that doesn't sacrifice overall use. This means end users and supervisors can begin using the solution right away. There's no need for extended training. Tallie supports the key expense reporting features today's businesses need in a streamlined, intelligent user interface. 

Tallie: A Time-Saving, Intuitive Solution

Tallie's focus has always been on the end user. With Tallie in place, your traveling employees with have a simple and mobile-accessible solution capable of generating reports and automatically categorizing expenses for them. And report approvers benefit from automatic emails sent right to their inbox — reports can be reviewed and approved right from that message, saving time, effort, and money.

Tallie's user friendliness and intuitive nature sets us apart from other expense reporting systems. To see this difference for yourself, contact us for a demonstration or free trial of Tallie expense reporting software today.

How to Best Prevent Incorrect and Fraudulent Expense Reporting

Incorrect and even fraudulent expense reports: No business leader wants to deal with them. But they do happen and can quickly become a costly problem.

According to a study from analysis firm Oversight Systems, 82 percent of fraud connected to expense reports stems from the actions of just 5 percent of employees. However, these incorrect reports can add up — The Association of Certified Fraud Examiners discovered that companies lose $150,000 annually to fraud. Worse still, smaller organizations with fewer workers can expect this cost to rise by about 28 percent.

Because reports containing mistakes or blatant fraud can take valuable capital away from other business priorities, organizations must address this problem head-on.

Something’s Not Right Here …

Fraudulent or incorrect expense reports can come in many different forms. Some issues may be a function of the intentional misuse of resources, while other situations may just be connected to human error. Overlooking or simply processing these reports can cause serious complications for report approvers, as well as the HR and accounting departments.

Fraudulent expense reports can add up quickly to become a very costly problem. Fraudulent expense reports can add up quickly to become a very costly problem.

But what does fraud look like? And how does it differ from an incorrect report that contains mistakes, but isn’t maliciously fraudulent? Let’s examine a few scenarios:

  • Inappropriate reimbursement requests: One form of fraud takes place when employees include items in their expense reports for which they are not entitled reimbursement. These can include personal items, or other merchandise and services not directly connected to the business or the employee’s mission. As Sequence Inc. pointed out, some workers will miscategorize items in order to make them appear legitimate and avoid the scrutiny of report approvers.
  • Exceeding reimbursement limits: Many companies have per diem limits in place when it comes to employee travel. These can be connected to amounts spent on food, lodging, flights, and other items. Complications can arise when this limit is exceeded. In some cases, it may be an honest mistake on the part of a staff member who didn’t realize he had gone beyond his spending limit. These types of reports can also be connected with fraud, particularly if efforts are made to disguise the extra spending. For example, an employee may attempt to split expenditures into two separate parts in order to better align with spending thresholds. In any case, businesses must ensure that their expressed reimbursement limits are observed.
  • Padding transactions: In some cases, workers may attempt to report transactions as higher than they actually were in order to make a profit upon reimbursement. For instance, a $5 lunch may be inflated to $10, enabling the worker to pocket the extra $5. Small transactions like this are more easily overlooked — especially in companies that don’t require the original receipt — but they add up.
  • Common human error: As noted, not all cases of incorrect expense reports are fraudulent. Some issues, like listing the wrong transaction amounts, incorrectly adding up totals or other mistakes are just that — simple errors on the part of the worker. In these cases, though, it is equally important to spot and prevent incorrect reports to ensure the right reimbursement.

Fight Fraud and Errors With Advanced Expense Reporting

The ideal way to avoid human-error mistakes or costly fraud is with an advanced expense reporting solution that can take the heavy lifting out of checking and approving reports. This kind of innovative system provides mobile capabilities for employees, allowing them to easily capture their original receipts, and quickly organize their expenses. Transactions are automatically placed into the correct spending categories, each charge is matched to its appropriate receipt, and any issues or duplicates are flagged for report approvers. This not only helps workers avoid human error, but also makes it increasingly difficult — if not impossible — for a fraudulent report to pass through without scrutiny.

To see how an advanced expense reporting solution could benefit your organization, request a demo of Tallie.

Why Your Company Needs a Paperless Expense Reporting Solution

Travel continues to be an important activity for enterprise employees, and businesses must have a streamlined way to track and organize expenses to ensure quick reimbursement. Whether workers travel on a regular basis or are responsible for tracking other types of corporate expenses, having an expense management platform in place is now essential.

According to the latest data from KBV Research, the travel and expense management software market is maintaining significant expansion, with a compound annual growth rate of 10.6 percent expected through 2023. This will bring the market value to $2.3 billion, as companies large and small invest in these advanced solutions.

When it comes time to choose an expense reporting solution for your business, one of the best features to seek out is the ability to go paperless. There are many options available that fit this bill, but these solutions aren't one and the same. Let's take a look at just a few of the ways a paperless solution can benefit your organization's expense reporting processes:

Sustainability: Reduce Your Environmental Impact

Green initiatives continue to be a top priority in every industry, and one of the first places businesses look to adjust their practices is the amount of paper they consume. According to the Paperless Project, enterprises in the US and Canada are some of the largest consumers of paper across the entire globe, and even with considerable digital advantages in the last few decades, paper usage continues to rise.

Worst of all, the material often isn't recycled properly – paper is now one of the largest contributors of solid waste in landfills today, with 29 million tons recorded in 2009. Because 45 percent of paper printed in an office setting ends up in the garbage by the end of the day, adjusting company practices for paper consumption should be a main focus for managers and employees alike.

A paperless expense reporting solution can be a huge step in the right direction here. Not only does a solution of this kind cut down on paper reports and spreadsheets, it can also prevent employees from having to carry around paper receipts for expense tracking. Managers can access expense reports anytime from anywhere, and can send approvals via email. Going completely digital with expense reporting can reduce office costs while keeping your organization in line with its sustainability goals – a boon for your company as well as for the environment.

A mobile-friendly, paperless expense reporting solution can provide several key benefits for your company and employees.A mobile-friendly, paperless expense reporting solution can provide several key benefits for your company and employees.

Mobility: Align with Employee Working Styles

There's no arguing that working styles have changed considerably in recent years. Employees are no longer chained to their desktop computers, but can leverage mobile devices to complete enterprise tasks from anywhere with an internet connection. And, according to current statistics, this is a trend that many workers have quickly adopted.

IT Biz Advisor reported that today, the vast majority of employees – 80 percent overall – use a personal mobile device for work. Some companies also continue to provide mobile hardware to support their workers – Gartner found that 23 percent of businesses issue smartphones and 37 percent provide laptops.

As workers continue to utilize these powerful devices, it only makes sense that employers provide tools that align with these mobile working styles. This is especially true in the case of expense reporting – it's a huge hassle for employees to hang on to their receipts and wait until they return to their office desktop computer to input their expenses. Instead, it makes more sense to arm staff members with a mobile expense reporting solution that they can utilize from the device they already leverage for work.

Close Gaps: Eliminate Untracked or Unorganized Expenses

In addition to advantages for sustainability and mobility, a paperless expense reporting solution can also help ensure that nothing falls through the cracks where employee spending is concerned. Paper-based solutions require workers to keep their paper receipts, but this can create a situation in which it's easy for a receipt to go missing and an expense to remain untracked. This prevents employees from receiving the full reimbursement that they deserve, and can also skew accounting data.

Instead, a paperless solution enables staff members to snap a photo of their receipt as soon as they receive it. In this way, spending is tracking in near-real time, and employees don't have the chance to lose a receipt.

Going paperless comes with considerable advantages, particularly for expense reporting. Request a demo of Tallie for free today to find out the impact this paperless expense reporting solution can have on your business.

Top Trends in FinTech: 2017 and Beyond

While banks, insurers and investment managers may have been slow to adopt advanced systems to support and streamline processes in the past, fintech is now taking the world by storm. In fact, the PwC Global FinTech Report 2017 noted that investments in fintech will continue to increase over the next three to five years, as financial service providers cement partnerships with technology vendors.

Fintech offers considerable benefits for organizations in this industry – according to the report, companies working on fintech projects can expect to see a 20 percent return on investment on average.

As fintech continues to garner interest and become a more pressing part of financial service providers’ critical infrastructure, decision-makers must stay ahead of the curve and select the solutions that will offer the most value for their organizations. Top-trending solutions provide a jumping off point, showing executives the potential these systems can have for their internal and customer-facing processes.

Which fintech solutions should financial service providers consider first? Let’s take a look at the top trends for this year, and beyond:

1) Wider Acceptance of Fintech Solutions

The banking and financial service sector has historically hesitated when it comes to new technologies due to the industry’s needs for high-level security and data privacy. As a result, fintech options floundered in the past, as execs struggled with the best ways to balance security and compliance needs alongside new technological capabilities.

The situation has changed drastically recently, however, as more financial firms are seeking out advanced fintech solutions to address their most pressing industry pain points. While there are still important considerations to make with the implementation of innovative platforms and systems, the days of hesitation toward new technology are nearing an end.

“A large number of our clients are taking aggressive action to determine how they can use these technologies within their ecosystems,” noted Dilip Krishna, Deloitte & Touche LLP managing director and head of innovation. “They’re acting as venture capitalists and investing in their internal projects to see what specific problems these technologies can solve.”

2) Blockchain Becomes More Popular

Digital currencies initially threatened financial service providers, but recent months have seen more acceptance, especially given the rise of blockchain technology. Chargebacks911 explained that this technology comes as an alternative to the traditional transaction method of ACH clearing, and includes an accessible digital ledger to keep track of payments in real-time. In this way, transaction delays can be eliminated and overall use of digital currency can be streamlined for both banks and consumers.

Currently, more financial institutions are exploring the use of blockchain, and experts predict it will only gain popularity as a more efficient means of transactional record-keeping.

Mobile devices add efficiency.Mobile devices add efficiency.

3) Mobile Capabilities Help Level the Playing Field

The ability to use a mobile device to get work done on the go is a growing demand in every industry, and the financial service sector is no different. Fortune contributor Chirag Kulkarni noted that mobility is helping organizations enhance their customer focus, and is improving market competition for older financial service providers as they look to become more modern.

What’s more, support for mobile capabilities hasn’t just been a boon for banking customers – financial service providers have also found success with employee mobility, especially for workers that travel or operate from outside the office. The ability to leverage a mobile device helps ensure collaboration and productivity, and will continue to be an essential capability for financial service staff in the future.

4) Increasing Interest in Automation

An increase in automated processes has been seen across nearly every industry, and fintech is also riding this wave. Automation helps cut down on manual processes, improving efficiency while helping to cut down on human error. Automation, especially as it relates to transaction processing, will continue to be a top focus in financial service technology.

Leveraging Fintech Trends: Mobility and Automation

Financial service providers seeking ways to incorporate these trends within their businesses should consider all of their available options. Mobility and automation are especially key, and an expense reporting solution that supports both can provide a win-win for organizations and their employees.

An industry-leading expense reporting solution enables employees to track and submit expenses via their mobile devices, reducing the potential for lost receipts and unrecorded spending. In addition, such technology provides the best visibility for managers while supporting automated receipt processes and credit card transaction matching.

To see how an expense reporting solution could benefit your organization, contact Tallie for a free trial.

3 Surprising Ways Nonprofits Can Reduce Their Environmental Footprint

Going green has been a top priority in the corporate and nonprofit communities for years now, and it isn’t hard to understand why. Efforts to reduce an organization’s environmental footprint aren’t just beneficial for the planet — they reduce operating costs, boost the group’s mission-driven integrity, and attract and retain top-notch employees and volunteers, according to NeighborWorks America.

These initiatives are especially pressing for nonprofits. Every resource must be tracked and accounted for, and ensuring nothing goes to waste is incredibly important.
Chances are good that your nonprofit may already have a few projects in place to support its green efforts. Let’s take a look at some of the more surprising ways your organization can reduce its environmental impact:

1) Motivate Employees to Participate

Nowadays, it simply isn’t enough to put a recycling bin in the corner and hope for the best. Nonprofits must make additional efforts to ensure that the green initiatives they’ve put in place are being adopted by workers and that these changes will be baked into the organizational culture.

One way to shift practices to greener pastures is by motivating employees with friendly competition, rewards, or recognition. Departments can compete to see who recycles the most materials each week or who saves the most energy overall. This type of event will put sustainability efforts front and center within your organization and ensure that these plans receive the attention they deserve. What’s more, a contest is something simple to put together that can go a long way toward underscoring green initiatives while shifting organizational culture in the right direction.

Employee participation is important in the nonprofit field.Employee participation is important in the nonprofit field.

2) Ensure Building Sustainability

When considering use of resources, it’s important to factor in the organization’s use of space. According to New York’s Concordia College, a recent study found that nonprofit groups are leaders when it comes to use of environmentally friendly buildings. This includes designing and constructing structures with lower-than-usual environmental impact, or retrofitting older spaces to make them more efficient.

This being said, there is still work to be done in this realm. If your organization is located within an older building, it might be time to examine the structure’s inner systems to ensure that things like heating, cooling, electricity, and other utilities use takes place in the most efficient way. Retrofitting or replacing systems may be necessary, and while this does require an up-front investment, the payoffs in terms of efficiency and environmental impact are more than worth it.

It’s also worth it to consider how space and resources are shared. Concordia College noted that it’s now more common for nonprofit employees to share office space and other resources like IT assets to enhance collaboration and reduce environmental impact.

3) Improve the Efficiency of Travel

Travel is often overlooked during sustainability efforts, but it’s an area that is typically ripe for improvement. Because even local travel can consume considerable resources, it’s critical to consider things like commuting as well as the efficiency enhancements that can be made with longer trips.

Establishing a company carpool reduces emissions and creates stronger bonds between co-workers. In addition, encouraging employees to use mass transit through pre-tax benefit programs saves money and reduces environmental impact.

Reducing paper use is something your organization may already be doing, but chances are good that these efforts may not extend to travel. Using a mobile-friendly, paperless expense reporting solution cuts down considerably on the paper collateral needed for expense reporting. With such technology on the side of your nonprofit, employees can easily submit expenses without needing to hang on to paper receipts. Best of all, managers can review and approve reports through the software’s streamlined interface, without having to wade through physical paper reports.

The Paperless Project found that the average office worker uses an average of 10,000 sheets of paper each year, and as much as 45 percent of these printed sheets end up in the trash. Eliminating needless paper is a critical part of improving sustainability, and can significantly enhance efficiency and working processes for employees.

Why Volunteers Need a Mobile Expense Reporting Solution

Church members are incredibly important to any religious organization, and when these individuals volunteer to spread the message and mission of the church, it brings even more value to the organization as a whole.

Today, most volunteers are associated with religious organizations — according to the Bureau of Labor Statistics, more than 62 million people volunteered between 2014 and 2015, and over 33 percent of these volunteers spent their hours with a church or other type of religious institution.

As church volunteer groups grow, it’s important that organizational leaders and those managing outreach programs and other services keep the needs of their volunteers in mind. Members who spend their own time for the good of the church and the community have certain needs to enable them to continue their work, and a chief requirement here has to do with spending.

They Need an Easy Way to Keep Track of Spending
No matter what type of activity volunteers are engaged in, chances are good that they will have certain expenditures. This is especially true when volunteers are engaged in mission trips, but even events taking place inside the church come with necessary spending — after all, snacks, supplies, and other items have to come from somewhere.

Some spending will be funded by current donations, while other expenditures may be taken care of by volunteers out of their own pocket, when the situation calls for it. No matter how spending takes place, it must be tracked — donations must be accounted for and churches need to keep records of their expenditures for tax purposes.

Providing volunteers with a mobile expense solution is one of the easiest ways to keep track of each and every transaction. In this way, volunteers and church leaders can record spending as it happens, verifying that not a single donated dollar goes unaccounted for.

They’re Always on the Go, and They Don’t Have Time to Hassle with Receipts
Whether on the church’s campus or out and about in the community, volunteers are skilled at taking their mission wherever they go. In the past, church members may have been responsible for hanging onto their own receipts as a method of tracking spending, then either submitting these to a church leader or inputting them into a spreadsheet or expense reporting system themselves.

Technology has come a long way since then, though. A mobile expense reporting solution puts an end to messy expense reporting processes for volunteers, and it can really streamline things on the go. Now, volunteers need not walk around with their pockets full of crumpled receipts — they can quickly snap a photo of their receipts and input them into the expense reporting solution right from their mobile device.

This translates to the best visibility of spending for church leaders and eliminates the problem of lost receipts. With a mobile solution on their side, volunteers can focus more on the activity at hand and worry less about remembering to keep receipts and input expenses by hand.

No matter what type of activity volunteers are engaged in, chances are good that they will have certain expenditures.

No matter what type of activity volunteers are engaged in, chances are good that they will have certain expenditures.

They Require Quick Reimbursement
Typically a church’s efforts are funded by donations, but sometimes an expense might come up that must be covered. Volunteers are often happy to reach into their own pockets for the good of their organization, but they also expect reimbursement, and making them wait for resolution isn’t ideal for anyone.

A mobile expense reporting solution isn’t just handy for volunteers, but it can simplify the process of reimbursement for church leaders as well. Expenses can quickly be looked over and approved, cutting down delays in the reimbursement process and ensuring volunteers are always supported.

Arm Volunteers with Mobile Expense Reporting: It Makes Your Life Easier!
Mobile expense reporting provides numerous advantages — not just for church member volunteers but for ministry leaders as well. In addition to streamlining overall reporting and eliminating disorganized and lost receipts, investing in mobile expense reporting technology can help free up extra capital for the organization.

“Church expenses can be unpredictable,” MinistryTech noted. “Platforms that connect to mobile apps allow you to access funds and approve requests from any smartphone or computer, whether you’re doing outreach work in the next town or the next state over. The increased visibility can actually make spending more efficient and save money for your church.”

To find out more about the good a mobile expense reporting solution could do for your church, contact us for a free trial today.

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™ 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.

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


Tallie Contact:

Nick Kormeluk, Chief Operating Officer