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.

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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.

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