Six Major Global Expense and AP Automation Brands Become One; Emburse Appoints Eric Friedrichsen as CEO

Accelerated innovation across tailored solutions to benefit over 4.5 million business travelers across 120 countries

Los Angeles and Portland, ME — JAN. 16, 2020: Six leading expense and AP automation companies have come together to form Emburse, a single unified entity, naming industry veteran Eric Friedrichsen as chief executive officer.

Emburse brings together Abacus, Captio, Certify, Chrome River, Nexonia, and Tallie, which offer tailored, highly-configurable solutions for organizations ranging from start-ups to global enterprises. The company employs 750 people worldwide, serving more than 4.5 million users at 14,000 customers in 120 countries.

“We are so much stronger as one company,” said Eric Friedrichsen, CEO of Emburse. “With significant scale and disruptive technology, we’re redefining how organizations view travel and expense management and AP automation. We will continue to actively support and will increase our rate of innovation on each of our six core expense solutions which are uniquely tailored for specific industries, company sizes, and geographies. Coming together, we are now also able to share key technologies – such as real-time expenses, sophisticated data capture and extraction, and deep integrations with corporate cards — across the different solutions. No one else in the industry has the ability to innovate as fast with such a customer-centric approach.”

He continued, “Emburse’s vision is to humanize work and automate everywhere we can, using technologies such as machine learning. This will enable organizations to make faster, smarter decisions, empower business travelers to recapture lost nights and weekends spent doing tedious expense management, and help make our users’ lives — and their businesses — better.”

Eric has spent nearly 30 years driving growth for some of the world’s largest software companies. Prior to Emburse, Eric was global head of commercial, SMB and growth markets for Marketo, a division of Adobe. Before Marketo, he was SVP and general manager for SAP’s North American mid-market and ecosystems division. Previously, he spent eight years in leadership positions at SAP Concur, in addition to roles at Business Objects and Information Builders.

“I am extremely excited to work arm-in-arm with Nord Samuelson, who has been president of the organization since May 2019, and has a deep track record of operational excellence across multiple high-growth technology organizations. Nord and the executive leadership team are some of the best in the industry and I am honored to work with them,” Friedrichsen concluded.

For more details on Emburse and its solutions, visit www.emburse.com.

About Emburse
Emburse humanizes work by empowering business travelers, finance professionals and CFOs to eliminate manual, time-consuming tasks so they can focus on what matters most.

Emburse brings together some of the world’s most powerful and trusted expense and AP automation brands, including Abacus, Captio, Certify, Chrome River, Nexonia and Tallie. The company’s innovative solutions, which are uniquely tailored for specific industries, company sizes, and geographies, are trusted by more than 4.5 million users in more than 120 countries. Over 14,000 customers, from start-ups to global enterprises, including Boot Barn, Grant Thornton, Telefónica, Lufthansa Systems, and Toyota rely on Emburse to to make faster, smarter decisions, empower business travelers to recapture lost nights and weekends spent doing tedious expense management, and help make users’ lives — and their businesses — better.

For more information on Emburse, visit emburse.com, call 877-EMBURSE, or follow the organization’s social channels at @emburse.

Welcome to Emburse!

Today, I’m excited to announce the launch of Emburse, a new global company which incorporates Tallie, as well as its sister solutions – Abacus, Captio, Certify, Chrome River and Nexonia.

I’m incredibly excited about this launch, and to step into the role of CEO of this amazing company. I’m honored to join our global team of passionate employees. Across our various businesses, we have some of the most talented individuals and leaders in the industry. As a unified team we are harnessing our collective strengths to deliver great outcomes for our employees, customers, and shareholders. 

Claire Milligan remains the Tallie General Manager, in charge of the day to day operations of the business. In that respect, it will be business as usual, with no disruptions. However, I’m excited about the improvements that people are already starting to see. We’re massively investing in innovation across all six solutions, and by leveraging technologies from across each solution, we can bring new products and solutions to market sooner.

As part of the Emburse family, Tallie has already been able to debut premium services and support at the end of 2019 – offering rapid response turnarounds as a subscription service. Additionally, we plan to offer enhancements to receipt processing, credit card aggregation and machine learning functions as we bring together the best capabilities from each of our brands in service of our collaborative success.

We will continue to actively support and will increase our rate of innovation on each of our six core expense solutions which are uniquely tailored for specific industries, company sizes, and geographies. Coming together, we are now also able to share key technologies – such as real-time expenses, sophisticated data capture and extraction, and deep integrations with corporate cards – across the different solutions. 

Today, more than 4.5 million business travelers, finance professionals and CFOs at over 14,000 organizations in 120 countries trust Emburse’s solutions to automate manual processes, ensure compliance and deliver deep spend insight to make smarter, more informed decisions. At Emburse, our goal is to help companies simplify and eliminate the complexity of travel, expense and invoice management so employees can focus on what matters most to them, and not the pain of time-consuming and tedious systems. We will help companies humanize work, by providing simple, intuitive and user-friendly solutions for employees, so they can save valuable time and money.

Some of you may know that the name “Emburse” isn’t entirely new. In fact, it was initially a company that provided organizations with smart, policy-based physical and virtual payment cards, which we acquired last year. When we were considering names for this new combined organization, we realized that we already have an absolutely fantastic name which works so well with all of our solutions. So it made sense for us to use this name for the entire portfolio. 

The “original” Emburse remains. Customers and card holders can continue to issue and use Emburse cards just like before. In fact, even more organizations will be able to benefit from these cards, as we integrate the capabilities across our entire portfolio of solutions. 

Last, a bit about me. I have nearly 30 years of leadership experience at some of the largest, most trusted and most well-known business software providers, including SAP, Concur, Marketo, Business Objects, and Information Builders. I live in Denver with my wife and three very active young children, who keep us very busy with their school and sporting endeavors. 

I’m thrilled to be joining a worldwide team of 750 people, working along an exceedingly talented leadership team. I’m particularly excited to work hand-in-hand in this endeavor with our president, Nord Samuelson. He has already done a fantastic job improving our operations and bringing the organizations together as one company with a singular vision to humanize work.

I hope that you share my excitement for the future. There is so much potential in this industry, and I think we’ve barely scratched the surface for what we can achieve. I hope that you will join us on this exciting ride.

Certify, Inc./Chrome River Acquire Emburse to Revolutionize Expense and Card Solutions

Commercial card provider becomes part of a global spend management portfolio including Abacus, Captio, Certify, Chrome River, Nexonia, and Tallie, to expand spend controls to the pre-purchase experience

PORTLAND, MAINE and LOS ANGELES, JULY 29, 2019: Certify, Inc./Chrome River, the largest independent portfolio of travel, expense and payment solutions, announces the acquisition of Emburse, a leading startup provider of virtual and physical cards for business expenses and vendor payments.

San Francisco-based Emburse offers a range of corporate card solutions that allow organizations to easily enforce travel and expense policies, while providing employees and job candidates a simple way to make purchases. These solutions, ranging from traditional plastic cards to virtual cards delivered via texts or digital wallets, give businesses deeper, real-time insight and control over corporate expenses, by allowing administrators to set granular spending parameters. Emburse has processed hundreds of millions of dollars of company spend over tens of thousands of credit cards, while doubling revenue every year.

“Joining such a prestigious portfolio of travel, expense and invoice management brands will greatly accelerate our ability to expand Emburse’s reach,” said Peter Lai, CEO at Emburse. “We share a common goal in helping organizations control employee spending and reduce expense fraud, all while providing a user-friendly and flexible solution to both frequent and infrequent card users.”

Emburse is being added to the leading portfolio of global spend management brands, which includes Abacus, Captio, Certify, Chrome River, Nexonia, and Tallie. Emburse will initially be integrated into the Abacus expense management platform, further strengthening Abacus’ capabilities in supporting real time expense reporting.

“Adding Emburse to Abacus will enable the next major step in real time expense reporting innovation by providing policy insight in advance of the purchase,” said Omar Qari, co-founder and general manager of Abacus. “This exciting new capability will continue to reduce customer liability, while improving the overall employee and interview candidate experience.”

“The acquisition of Emburse demonstrates our continued commitment to bringing valuable innovation that benefits our customers, their employees, and prospective employees, across our brands.” said Nord Samuelson, president of Certify, Inc./Chrome River.

About Emburse
Emburse alleviates major pain points experienced in all businesses by providing virtual and physical credit cards with built in spend enforcement and expense reconciliation, vastly reducing the hours required from both employees and finance departments. Cards can be restricted based on set budgets, merchant categories or individual merchant IDs, and even specific hours of the day. Major use cases include cards for corporate spending, travel, vendor payments, perk cards, and more. All services are also available via an API. Please visit www.emburse.com for more information.

About Certify, Inc./Chrome River
Certify, Inc./Chrome River is the world’s largest independent provider of travel, expense and payment solutions. The portfolio includes leading SaaS platforms Abacus, Captio, Certify, Chrome River, Nexonia, and Tallie. With innovative spend management applications such as real time expense reporting, integrated travel booking, time tracking, and accounts payable automation, the company has transformed how more than 11,000 organizations manage corporate spend. The company’s commitment to delivering a superior customer journey by creating long-term value for its customers, makes it a preferred choice of CFOs, CIOs, AP teams, travel managers and business travelers.

Customers include Anthem, Grant Thornton, Garmin, Mailchimp, Pinterest, Red Bull, Shopify, Subway, SurveyMonkey, Toyota, and Virgin Galactic.

For more information, please visit: www.abacus.com, www.certify.com, www.captio.com, www.chromeriver.com, www.nexonia.com, www.tallie.com

New Tier-Based Pricing Takes Effect August 1st, 2019: Making Our Pricing As Straightforward As Our Product

Hello! 

In case we haven’t met, my name is Claire Milligan and I serve as the General Manager of Tallie and Co-Chief Product Officer for the Certify/Chrome River family of brands. I started at the company in 2012, prior to the public launch of Tallie, and was part of the team that conceived of our active user pricing model “way back when.” Since then, we’ve learned a lot and it’s time for our pricing model to catch up. Today, we introduced a new tier-based pricing model for new customers and I’d like to take a moment to explain how and why we arrived at this new structure.

The new pricing model includes three tiers of functionality, based on integration: Basic Accounting, Cash Control and Cloud ERP. Each tier comes with a set number of included users for a base price. For every active user over the included number in any given month, a customer is charged an overage in arrears. We will continue to calculate active usage in the exact same way as before, registering a user as active once an expense has been created in their account. The full pricing breakout is presented below:

Pricing Model Confusion

At Tallie, our mantra is to make our product seamless and easy-to-use for all users, but it seems our pricing structure didn’t live up to this brand promise. Our previous model of having a $50 minimum that would be removed once an active usage rate exceeded $50 was cumbersome to explain. In speaking to clients and investors, I resorted to miming a graph with one arm as a minimum and the other arm showing increasing active usage eclipsing that minimum. When you find yourself using interpretive dance, it’s a clear indicator that you have missed the mark. Plus, you should see the crazy logic that has gone into generating a Tallie invoice. We pre-bill a minimum, then refund it, or just hold on to it, all depending on how many users were active in the month and whether there was a proration involved. Not seamless. Not easy-to-understand. 

First, Analyze Impact

Knowing we wanted to simplify our pricing, we underwent extensive modeling against our current database of customers to determine how to best align price points with current scales of customers using a variety of combinations of feature sets. We were on a mission to simplify, not to ratchet up prices. We wanted to make sure there wouldn’t be a significant difference in invoice amount for a customer who bought our service a month ago as if they had bought our service today. Because the new pricing model is different, the price point for an equivalent customer is rarely identical, however. This is why we have not automatically shifted any customers to our new pricing model and have no plans to do so in the future.

Unpredictable Costs

We built Tallie to be an excellent solution for businesses that prefer a streamlined, simple workflow that does not require accounting expertise for effective, scalable use. As a result, our customers tend to be on the smaller end of size, having tens or hundreds of employees, rather than thousands. However, with only a $50 minimum, any business with greater than 5 employees did not have a way to predict the cost of using Tallie from month to month, a variation that swings more wildly as companies become larger. In fact, we noticed a trend of customers asking us for a higher monthly minimum in order to lock in a predictable invoice amount. We needed a model that would allow a client to expect a flat recurring monthly charge that might vary only occasionally with seasonality or company growth.

Value-Added Integrations

In our family of brands, Tallie is the product known for plug-and-play accounting integrations, which feature Activity-Based Sync (did you see the news that we just added NetSuite to our list!?). Our Bill.com integration can support a ‘triangle sync’ configuration that keeps QuickBooks records and Bill.com records always in sync and empowers a dynamic export configuration to both systems. Our Sage Intacct integration natively supports both shared multi-entity and distributed multi-entity environments, allowing easy attribution of expenses across entities and currencies. Our NetSuite integration is well on its way to parity with the Sage Intacct integration. We believe there is an inherent value to these integrations above and beyond our standard offerings for Xero, QuickBooks Online and QuickBooks Desktop. Additionally, the need for these higher-end integrations tends to grow with the size of customer, so the model mapped very well for our customer base.

For those of you who are already customers of Tallie, you’re welcome to opt in to the new pricing model at any time after August 1, 2019. Simply visit the Billing area of your account, within the Settings pages, to view options and convert your account. Or, stick with your current model if you prefer!

For any prospects evaluating Tallie for your own use, feel free to create a Free Trial and select the pricing plan that makes the most sense for your business when you are ready to buy (some lower-level plans may not be available, depending on the integration functionality you have activated in your trial). If your business is at an even larger scale than our current tiers, a sales expert will be happy to negotiate a custom flat rate and active user overage pricing that makes sense for you. Please keep in mind our changes will go into effect August 1, 2019.

Thank you all for many happy years together and, together with our team here at Tallie, I look forward to bringing you more simplified, innovative approaches to integrated expense software in the coming years.

Thanks,
Claire Milligan
General Manager, Tallie
Co-Chief Product Officer, Certify/Chrome River

Certify and Chrome River Join Forces in Transaction Valued at Over $1 Billion

Combination creates global leader in travel, expense and invoice management software

LOS ANGELES and PORTLAND, ME, MARCH 5, 2019 – Certify and Chrome River Technologies, two global leaders in travel, expense, and invoice management software, are merging in a transaction valued at over $1 billion. The combination creates the industry’s most comprehensive suite of products for monitoring, managing and analyzing corporate spend. K1 Investment Management will hold a majority stake in the combined organization, while existing shareholders, including the companies’ founders and Bain Capital Ventures, a private investment firm based in Boston, will retain a minority interest.

Initially, Certify and Chrome River will operate independently, with separate management teams focused on support for their existing products. The companies will support all existing products and collaborate on accelerating investments in technology areas such as machine learning, artificial intelligence, analytics and reporting, to provide customers with enhanced travel, expense, and invoice management capabilities.

“Over the past 11 years, Chrome River has established itself as the leader for global enterprises looking for sophisticated, highly-scalable, expense and invoice management software,” says Alan Rich, CEO and co-founder of Chrome River. “Combining our resources with those of Certify, we can continue toward our goal of delivering the most innovative and agile solutions on the market. I look forward to the combined organization continuing to earn an even greater share of a rapidly-growing industry.”

With this merger, Certify and Chrome River will have more than 11,000 combined customers across 100+ countries, and solutions available in more than 60 languages. The companies offer best-in-class integrations to all leading ERP systems, including those offered by SAP, Oracle, NetSuite, Sage Intacct, Microsoft Dynamics, PeopleSoft, JD Edwards and QuickBooks.

“By bringing together Chrome River’s strengths in large enterprise and Certify’s strengths in mid-market and SMB, organizations of all sizes have the choice of technology suited to their specific requirements, rather than being forced to use a single product,” says Bob Neveu, CEO and co-founder of Certify. “With increased financial resources, the combined organization will have an even stronger focus on innovation, ensuring our customers will continue to optimize their travel, expense and invoice automation technology investments.”

The merger joins Chrome River to the existing Certify family of travel, expense, and invoice management brands that includes Nexonia, Tallie, Abacus, and Captio. The addition of Chrome River significantly strengthens the group’s unique strategy of offering companies a portfolio of solutions that meet different client segments and needs. Unlike the traditional “one size fits all” approach, this multi-brand strategy enables companies of all sizes and verticals to work with a single vendor, yet craft the solution that is best suited to their specific business needs.

“The cloud expense management software market is seeing strong growth of 11.4 percent per year, and we expect it to be a $2.7 billion industry by 2022,” said Kevin Permenter, senior research analyst at IDC. “With this merger, Chrome River and Certify will be able to offer a suite of solutions for companies ranging from SMBs to large enterprises with complex global expense management requirements.”

“It’s rare to have the opportunity to combine the two largest independent companies in such an attractive market. We’ve created the leading global organization covering the full scope of integrated travel, expense, and invoice management software that is able to serve the broadest range of companies in the market,” says Hasan Askari, managing partner at K1 Investment Management. “We are incredibly excited to combine K1’s operational expertise with accelerated investments into the companies’ products, to create a world-class organization that gives current and future customers an unrivaled choice of best-of-breed solutions.”

About Chrome River
Chrome River provides expense and invoice automation solutions that let business flow for more than 1,000 organizations worldwide. The company’s easy-to-use, enterprise-scale solutions enable future-readiness for its customers. As a result of this focus on innovation, Chrome River is rated as a Leader in expense management by analyst firm IDC. Chrome River’s commitment to delivering a superior customer journey by creating long-term value for its customers, makes it a preferred choice of CFOs, CIOs, AP teams, travel managers and business travelers. Details on Chrome River’s customers can be found on the company’s web site.

More than 2 million business travelers around the world trust Chrome River. To learn more, contact Chrome River at 888-781-0088, or visit chromeriver.com and its social pages on LinkedIn, Facebook, Twitter, and Instagram.

About Certify
Certify, Inc., is the world’s largest independent provider of travel, expense and invoice management software. The Certify, Inc. family of brands includes leading SaaS platforms Certify, Nexonia, Tallie, Abacus, and Captio. With innovative spend management applications such as real-time expense reporting, integrated travel booking, time tracking, and accounts payable automation, Certify has transformed how more than 10,000 organizations manage corporate T&E. Customers include Circle K, Garmin, H&R Block, LogMeIn, Mailchimp, McDonald’s, Pinterest, Red Bull, Shopify, Subway, SurveyMonkey, Toyota, and Virgin Galactic. For more information, please visit: www.certify.com, www.nexonia.com, www.tallie.com, www.abacus.com, and www.captio.com.

About K1 Investment Management
K1 is a leading investment firm focusing on high-growth enterprise software companies globally. K1 seeks to help dynamic businesses achieve successful outcomes by identifying and executing organic and acquisition-based growth opportunities that position its companies as industry leaders. K1 typically invests alongside strong management teams that continue to guide their organizations on a day-to-day basis. K1’s investments vary in the level of ownership in order to meet the needs of entrepreneurs and managers. Representative past and present portfolio companies include industry leaders such as Apttus, Buildium, Clarizen, Checkmarx, ChiroTouch, Granicus, IronScales, Jobvite, Litera Microsystems, RFPIO, Smarsh and Workforce Software. For more information about K1, please visit www.k1capital.com or https://www.linkedin.com/company/k1im.

Tallie Expense Reports – October Webinars

Throughout the month of October, we will be conducting free weekly webinars on several subjects to make sure you get the most out of our expense reports software.

These webinars provide free training for employees, managers, and accountants alike. Lasting between 15 and 30 minutes, each webinar is filled with information ranging from product guidance to live Q&A with Tallie Product Experts.

Register for a free October webinar below!

TALLIE USER TRAINING

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

Register:

Tuesday, October 3rd, 8:30 – 9:00 AM PST

Tuesday, October 10th, 8:30 – 9:00 AM PST

Tuesday, October 17th, 8:30 – 9:00 AM PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday, October 24th, 8:30 – 9:00 AM PST

Tuesday, October 31st, 8:30 -9:00 AM PST

ADMINISTRATOR TRAINING

  1. Walk through how to create custom policies and approval levels within Tallie.
  2. Show how Tallie streamlines your expense reporting workflow with multi-point data export and real time integration.
  3. Answer any and every Tallie question you have.

Register:

Thursday, October 5th, 8:30 -9:00 AM PST

Thursday, October 26th, 8:30 – 9:00 AM PST

CORPORATE CREDIT CARD TRAINING

  1. Walk through the corporate credit transaction management within Tallie.
  2. Show the three types of credit card connections in Tallie.
  3. Answer any and every Tallie question you have.

Register:

Thursday, October 12th, 8:30 – 9:00 AM PST

ACCOUNTANT TRAINING

  1. Run through a variety of expense tracking features that you may utilize in Tallie.
  2. Review customization and options of your account’s configuration.
  3. Show how Tallie streamlines your accounting workflow with 1-click multi-point export and real time integration.
  4. Answer any and every Tallie question you have.

Register:

Thursday, October 19th, 8:30 – 9:00 AM PST

If you have any questions about Tallie’s expense reports 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 Introduces New Client Onboarding Automation

Onboarding new clients just got easier with new Tallie profile presets.

Tallie today announced a new feature to simplify the task of onboarding new clients for its accounting firm partners. Adding new clients can be an unnecessarily repetitive task, especially for accounting firms transitioning their clients from inherited systems to firm-managed standardized systems. Now, Tallie’s accounting firm partners can save time by storing the settings for an existing client to use as a template for future clients with similar business models and needs. These stored profile presets can then be applied when onboarding new clients.

Review of accounting firm partner processes inspired the new functionality. As accounting firms shift from a traditional time and materials billing process to flat rates and basic service offerings, standardization and automation are keys to profitability.  

“The accounting industry is rapidly changing its business model,” says Claire Milligan, Director of User Experience at Tallie. “Rather than replacing the traditional accountant, we believe Tallie is the technology business partner that will enable firms to evolve, expand profits, and develop new relationships with their clients.”

The new functionality complements an already robust reseller management portal that Tallie created for accounting firm partners to streamline billing, usage data, and access for client accounts all under one accountant login.

“Tallie is committed to helping our partners set the standard for the future of the accounting industry,” says Claire Milligan. “With consultation from clients, partners, and industry leaders, we consistently build tools that empower our partners to offer better, faster, more profitable expense management as a part of an outsourced accounting product.”

About Tallie

Tallie expense report software simplifies the entire expense management process. From point of purchase to accounting and reimbursement, Tallie eliminates busy work using real-time integration with leading accounting and bill pay solutions, including QuickBooks Online, QuickBooks Desktop, Xero, Intacct, and Bill.com. Recently, Tallie joined forces with Nexonia, Certify, and ExpenseWatch to form the largest independent expense management company in the world. For more information about Tallie, please visit www.tallie.com.  

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.

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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