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.