Corporate Credit Card Changes Coming Soon

With each Tallie release, we try to improve and enhance our customers’ experience, particularly in areas of critical importance. Soon, we will be releasing some changes to our corporate credit card transaction importing functionality, which may require some planning and adjustment for our customers. We know it’s important for our customers to plan ahead for change, which is why we’re sharing this information now. The end result will be a much improved experience, and our Product Experts will be available to help you if a change is required. Read on for our planned changes:

Introduction of New Bank-Direct Data Transfer Connections

Beginning in early December, we will begin offering a brand new service for corporate credit card management. Tallie will give you the tools to establish an agreement with the issuing bank for each of your credit cards which, once signed, will grant the authority to the bank to provide regular transfer of credit card transaction details for all cardholders directly to Tallie, without any intermediary.

Cards Supported
Upon release, we will be able to support standard data feed formats from American Express, Visa and MasterCard. If you hold a different brand of card, please reach out to our Product Experts to review the potential data formats available.

Early Action Steps
Tallie will not be offering beta access, however you may work with the Product Expert team to get the agreement in place with your bank and begin the data transfer process early. This will allow the Product Expert team to confirm data is being received properly and ensure that you will be able to take advantage of the feature when it is released.

Guaranteed Multi-Card Support
As long as the bank provides identifying details in the transfer file to distinguish between cards, such as last four digits or cardholder name, Tallie will automatically recognize each card’s transactions and route those to the appropriate card.

Planned Sunset of Third Party Aggregation Feeds for Card Accounts with Multiple Cardholders

At the end of the year, we will terminate support for our multi-cardholder credit card feeds from third party card aggregators in favor of our new bank-direct feature. Single card feeds will not be affected by this change.

Troubleshooting Tips
If a multi-cardholder feed experiences an issue between now and our termination date, our Product Experts will offer you one of four interim solutions:

  1. If the card is issued by Chase, American Express, Citi or Silicon Valley Bank, a Product Expert can work with you to establish a “direct connect” OFX connection between Tallie and the bank
  2. You may request individual login credentials from the bank for each card, then connect directly to each of these cards via an aggregated feed
  3. You can create a profile for statement upload for each card, then perform a statement upload procedure on each profile
  4. Begin the process to establish a bank-direct data transfer connection early by reaching out to your Account Manager

For complete documentation, please visit our How to Transition off of Multiple Card Accounts help document.

Connection Transfer for Some Single-Card Accounts

In early November we will be shifting providers for some of our single-cardholder credit card feeds. If your credit card is affected, a Product Expert will be reaching out directly to the administrator of your account to reconnect via a new provider.

Feel free to contact support for any questions related to these alternative card connection options. We can be reached by email at support@usetallie.com, over the phone at +1-888-874-1118 x2 or via live chat in product. Please excuse any prolonged wait times for responses as we are assisting each respective client and thoroughly addressing all concerns.

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

949-500-0003

nick@tallie.com

Supporting Strategies Selects Tallie as Preferred Expense Manangement Solution

Next-Generation Financial Services Firm Chooses Tallie for Its Client Accounting Services Practice

SAN FRANCISCO, Calif. – February 04, 2016 – Tallie, the leading SaaS expense management innovator, today announced that Supporting Strategies, a rapidly growing, next-generation financial and operational management firm, has selected Tallie’s award-winning software as the preferred expense report solution for its Client Accounting Services (“CAS”).

“Tallie’s mobile expense management software is revolutionizing the accounting industry,” said Leslie Jorgensen, CEO and founder of Supporting Strategies. “By automating the expense report workflow, Tallie affords small businesses opportunities for growth they might not otherwise have the time or resources to undertake. Our team chose Tallie because they share our philosophy of leveraging technology to provide businesses with the fastest, most efficient and most cost-effective accounting solution possible.”

“Supporting Strategies is well-known for building and driving business models that combine scalability, financial expertise, and savings into incredible accounting solutions for their clients,” said Chris Farrell, CEO of Tallie. “Their emphasis on service, cloud accounting, and small business support means their clients don’t have to devote their time to bookkeeping and can instead focus on growth and success.”

Tallie is an efficient, accurate expense reporting and management system that collects and categorizes expense data automatically, saving businesses time and money. It automates the expense reporting process with smart features such as rapid receipt processing, auto-categorization of expenses and credit card/receipt auto-match. Clients also receive immediate policy alerts for stronger fraud prevention. Additionally, its industry-leading mobile interface, rapid automated data capture, and deep accounting and bill pay software integrations sends expense data quickly and accurately with minimal client effort or manual data entry.

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 Supporting Strategies

Supporting Strategies has provided outsourced bookkeeping services and operational support to growing businesses since 2004. Clients get the support they need, when they need it, at a price they can afford. The company’s business model leverages an advanced, cloud-based technology platform and the skills of experienced accounting professionals for more efficient, lower-cost delivery of services remotely. Supporting Strategies has regional offices across the U.S. and offers opportunities for franchisees to capitalize on the rising demand for outsourced accounting support services among small businesses. supportingstrategies.com

Tallie Contact:

Nick Kormeluk, Chief Operating Officer
949-500-0003
nick@tallie.com

 

Tallie Expense Report Software January Training Schedule

Throughout the month of January, we’re offering free weekly webinars to ensure you get the most out of our expense report 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. Take advantage of our special webinar topics available only in January! Tune in next month for more special webinars.

Register for a free January webinar below!

TALLIE USER TRAINING

  1. Walk 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 have.

Register:

Tuesday 1/5 8:30 – 9:00 am PST

Tuesday 1/12 8:30 – 9:00 am PST

Tuesday 1/19 8:30 – 9:00 am PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday 1/26 8:30 – 9:00 am PST

ADMINISTRATOR TRAINING

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

Register:

Thursday 1/7 8:30 – 9:00 am PST

Thursday 1/28 8:30 – 9:00 am PST

APPROVER TRAINING

  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.

Register:

Thursday 1/21 8:30 – 9:00 am PST

ACCOUNTANT TRAINING

  1. Provide a tour of the Tallie Accountant Portal.
  2. Walk through the client account management process within the Accountant Portal.
  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.

Register:

Thursday 1/14 8:30 – 9:00 am PST

If you have any questions about Tallie’s expense report 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!

HoganTaylor Deploys Tallie as Expense Report Software Solution

Leading Accounting Firm Deploys Tallie for Firm-Wide Use

SAN FRANCISCO, CA – December 2, 2015 – Tallie, the leading mobile SaaS expense report software innovator, today announced that HoganTaylor LLP, one of the nation’s leading regional accounting firms, has deployed Tallie for firm-wide internal use.

“In evaluating expense report software solutions, our critical decision points were recapturing wasted administrative time for our professionals without compromising accuracy, workflow or process,” said Steve Perkins, HoganTaylor’s Chief Information Officer. “By our estimates, Tallie saves us approximately two hours a month per professional in expense handling and reporting time. We are seeing an immediate and meaningful ROI”.

Perkins adds, “After completing our extensive selection process, we found Tallie to be best in class for both our professionals in the field and back-office. Tallie shares our vision of leveraging technology to provide businesses with the fastest, most efficient and cost-effective accounting solution possible. They worked closely with our team to build a fully-integrated, end-to-end workflow that includes interfaces with our practice management, general ledger and banking systems. We are very pleased with the outcome.”

“HoganTaylor is well known for providing industry-leading service. Their philosophy and business vision are exceptional and it shows in everything they do”, said Chris Farrell, CEO of Tallie. “We are very pleased to support them in their mission and look forward to meeting their evolving and growing needs.”

Tallie is an efficient, accurate expense reporting and management system that automates the expense reporting process with smart 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.

For more Tallie news, visit the Company press room, Blog, watch video and follow on Facebook, LinkedIn, Twitter, Google+ and YouTube.

 

About Tallie

Tallie is the leading mobile SaaS expense report software 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 HoganTaylor

HoganTaylor LLP is one of the largest public accounting firms in the Oklahoma and Arkansas region with offices in Tulsa, Oklahoma City, Fayetteville and Little Rock. The firm was ranked number 113 in the 2015 Inside Public Accounting’s “IPA 200” list, which ranks the nation’s largest accounting firms by U.S. net revenue.  HoganTaylor provides comprehensive tax, assurance, accounting, risk and business advisory and CFO services and has extensive experience in a variety of industry sectors.

Tallie Contact:

Nick Kormeluk, Chief Operating Officer
949-500-0003
nick@tallie.com

Tallie Expense Report Software November Training Schedule

Throughout the month of November, we are offering weekly webinars to ensure you get the most out of our expense report software.

These webinars provide free training for employees, administrators, approvers, and accountants. 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. Make sure to take advantage of our special webinar topics available in the month of November! Tune in next month for more special webinars.

Register for a free November webinar below!

TALLIE USER TRAINING

  1. Walk through the creation of a Tallie expense report.
  2. Share the tips and tricks to create your expense report in minutes.
  3. Answer any and every Tallie question you have.

Register:

Tuesday 11/3 8:30 – 9:00 am PST

Tuesday 11/10 8:30 – 9:00 am PST

Tuesday 11/17 8:30 – 9:00 am PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday 11/24 8:30 – 9:00 am PST

APPROVER TRAINING

  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.

Register:

Thursday 11/19 8:30 – 9:00 am PST

ACCOUNTANT TRAINING

  1. Provide a tour of the Tallie Accountant Portal.
  2. Walk through the client account management process within the Accountant Portal.
  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.

Register:

Thursday 11/12 8:30 – 9:00 am PST 

ADMINISTRATOR TRAINING

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

Register:

 Thursday 11/05 8:30 – 9:00 am PST

 

If you have any questions about Tallie’s expense report 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!

Tallie Expense Report Software October Training Schedule

Throughout the month of October, we’re continuing to offer free weekly webinars to ensure you get the most out of our expense report 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. Take advantage of our special webinar topics available only in the month of October! Tune in next month for more special webinars.

Register for a free October webinar below!

TALLIE USER TRAINING

  1. Walk 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 have.

Register:

Tuesday 10/6 8:30 – 9:00 am PST

Tuesday 10/13 8:30 – 9:00 am PST

Tuesday 10/20 8:30 – 9:00 am PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday 10/27 8:30 – 9:00 am PST

APPROVER TRAINING

  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.

Register:

Thursday 10/15 8:30 – 9:00 am PST

ACCOUNTANT TRAINING

  1. Provide a tour of the Tallie Accountant Portal.
  2. Walk through the client account management process within the Accountant Portal.
  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.

Register:

Thursday 10/8 8:30 – 9:00 am PST 

Thursday 10/22 8:30 – 9:00 am PST

 

If you have any questions about Tallie’s expense report 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!

Get inside the mind of Tallie Expense Management CEO Chris Farrell!

Get Inside the Mind of an Expense Management CEO – Q&A, Innovation and Insights from the Nation’s Leading Expense Management Firms

Ask questions and listen to industry insights from expense management‘s top CEOs.

The expense industry is a mature industry in which the largest expense solution provider was acquired by one of the largest software firms in the world. Overshadowed by this acquisition is leading-edge innovation and growth within the expense sector. Companies are rapidly growing, adding market-share, creating and implementing unique and innovative technology, and solving the problems of both large and small companies alike.

In this session, we will explore some of the innovation that is happening in the industry and talk to some of the industry CEOs about how they are meeting the needs of their customers. We will take questions from the audience participants via social media (#GBTA2015) and allow the attendees to have their questions fielded directly with the CEOs from these leading expense management companies.

This session is three weeks away. Register for the GBTA Convention 2015 to attend!

tallie-pex-card-expense-management-gbta

Tallie Wins 2015 CPA Practice Advisor Tax & Accounting Technology Innovation Award

Tallie honored for “Tallie Expense Management Intacct Integration” at 2015 California Accounting and Business Show and Conference

LOS ANGELES, CA – June 2, 2015 – For the second year in a row, Tallie, the leading SaaS expense reports innovator, was named a distinguished winner of the 2015 CPA Practice Advisor Tax & Accounting Technology Innovation Awards at the 2015 California Accounting and Business Show and Conference in Los Angeles, CA. This year, Tallie received honors for their “Tallie Expense Management Intacct Integration” – a first-of-its kind bi-directional integration that allows customers to access their Intacct entities and clients through a single set of credentials.

Now in its 12th year, the CPA Practice Advisor Tax & Accounting Technology Innovation Awards honor new or recently enhanced technologies that help accounting professionals and their clients be more productive and profitable. Tallie’s Expense Management Intacct Integration supplies the first complete, shared multi-entity environment for Intacct users, and allows users of Intacct Accounting Partner or Management Consoles to access all their client accounts from a single set of credentials. This seamless integration with Intacct ultimately helps accountants streamline their workflow to minimize efforts, costs and time spent on expense management.

“We couldn’t be more honored to win this award two years running,” said Chris Farrell, co-founder and CEO of Tallie. “At Tallie, we are consistently striving to be the leading force in the accounting technology space. Winning this award not only demonstrates the quality of our work though the power of our integrations, but it also helps reaffirm our position as an industry technology leader.”

Award recipients for the CPA Practice Advisor Tax & Accounting Technology Innovation Awards are selected by CPA Practice Advisor’s editorial board and awards committee, which include thought leaders and professionals from across the country, including the publication’s Editorial Advisory Board. Board members consist of accounting and tax professionals from various sized firms across the country who are engaged in a variety of practice areas.

“In the ever-evolving world of cloud ERP software, having a financial system that seamlessly integrates with their other business applications is important to our clients,” said Scott Lumish, VP of Business Development for Intacct. “Tallie being honored with this innovation award is further proof of their focus on delivering an outstanding client experience from their mobile app all the way to our accounting system.”

As mentioned, the awards were presented on Monday evening, June 1st at the 2015 California Accounting and Business Show and Conference. The event is the largest meeting of CPAs and accounting and business executives in California in 2015, assemble over 1,700 CPAs and accounting and business executives from all over the State.

For more information on the awards, please visit: www.cpapracticeadvisor.com

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 solutions 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 Intacct

Intacct is a leading provider of best-in-class cloud ERP software. Bringing cloud computing to finance and accounting, Intacct’s award-winning applications are the preferred financial applications for AICPA business solutions. In use by more than 8,500 organizations from startups to public companies, Intacct is designed to improve company performance and make finance more productive. Hundreds of leading CPA firms and Value Added Resellers also offer Intacct to their clients. The Intacct system includes accounting, cash management, purchasing, vendor management, financial consolidation, revenue recognition, project accounting, fund accounting, inventory management, and financial reporting applications, all delivered over the Internet via cloud computing. Intacct is headquartered in San Jose, California. For more information, please visit www.intacct.com or call 877-437-7765.

Tallie-Accounting-Tax-Technology-Innovation-Award-Cpa-Practice-Advisor

McGladrey Selects Tallie as an Expense Management Solution

SAN FRANCISCO– May 18, 2015 – Tallie, the leading SaaS expense reports innovator, announced today that they have signed an agreement with McGladrey LLP, the nation’s leading provider of assurance, tax and consulting services focused on the middle market. Through this partnership, McGladrey will provide its clients with a robust and cost-effective expense management solution.

“With the innovation occurring in technology and mobility today, businesses face an entirely unique set of financial and accounting challenges,” said James Cashin, partner at McGladrey. “We selected Tallie as a strategic expense management partner because of their extensive integrations, flexibility and ease of use.”

“McGladrey understands that modern businesses need to be nimble, efficient and automated, where appropriate, to be competitive,” said Chris Farrell, CEO of Tallie. “That’s why we’re excited to partner with them in offering Tallie as part of their IT solutions stack. We built Tallie to do most of the work for the employee, the accountant and IT, so they can focus on the business at hand. We’re looking forward to bringing this to McGladrey clients to enhance the already robust services that McGladrey provides.”

For more information about the services McGladrey provides, visit www.mcgladrey.com.

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 solutions 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 McGladrey

McGladrey LLP is the leading U.S. provider of assurance, tax and consulting services focused on the middle market, with 8,000 professionals and associates in 80 cities nationwide. McGladrey is a licensed CPA firm, and serves clients around the world through RSM International, a global network of independent accounting, tax and consulting firms. For more information join our Facebook fan page at McGladrey News, follow us on Twitter @McGladrey, and connect with us on LinkedIn, and/or on YouTube.

McGladrey Contact:

Katie O’Brien, Senior Marketing Associate

McGladrey LLP

617.241.1406

katie.obrien@mcgladrey.com

Tallie Investor Contact:

Nick Kormeluk, Chief Operating Officer

949-500-0003

nick@tallie.com

Tallie Press Contact:

Marisa Hagerman, Waggener Edstrom Communications

415-547-7017

tallie@waggeneredstrom.com