New in Tallie: Location-Based Expense Management

With the quality of our deep Bill.com and QuickBooks integrations, Tallie sets a new standard for financial software integration by delivering realtime synchronization of accounting list data and export of expense reports mapped directly to the general ledger. Now our team is focused on extending our high standard of synchronization across all major accounting platforms integrated with Bill.com, including Intacct, Xero and Netsuite.

We are pleased to announce that we have completed a major step in this process: inclusion of location-based expense management, a data field used by most major accounting systems, with the exception of QuickBooks.

Any distributed business with franchise locations or divisional offices has a need to account on the basis of Location, in addition to standard dimensions such as Department, Project, Vendor, Employee, etc. Typically, these Locations are assigned on the basis of Project or Person. Tallie’s new location-based expense management can pull the full list of Locations from a customer’s accounting system (via Bill.com) and allow administrators to assign these locations directly to People and/or Projects. When expenses are incurred by specific individuals or on specific projects, they will be accounted to one Location, which will be mapped appropriately to the accounting system in the bill that Tallie delivers to Bill.com.

Tallie-location-based-expense-management-Intacct-Netsuite-Xero-Bill.com

Tallie expense management software now supports import of Location data and mapping of expenses to Locations across a variety of accounting systems, including Intacct, Xero and Netsuite.

This is just one step in our efforts to deliver a seamless & standardized expense management process, no matter which systems you choose for Tallie integration.

Learn more about Tallie business software integration here.

Tallie Expense Management Wins 2014 “Awesome Application”

This week we attended the Sleeter Group’s conference, Solutions13, in Las Vegas where Tallie’s cloud-based expense management software was selected as one of nine “Awesome Applications” of 2013. The honor highlights Tallie’s ability to enhance business productivity, both as a standalone product and in conjunction with leading financial platforms, which stands out from the thousands of software solutions designed for small businesses. The award also recognizes that the application meets the highest standards of design, ease-of-use, and conformance with accounting standards.

“Tallie was selected for the Awesome Application honor by public votes and accounting technology thought leaders because it helps solve a critical business process and also integrates seamlessly with other small business management platforms, particularly for those in the accounting industry,” – Doug Sleeter, the founder and president of The Sleeter Group.

We created Tallie to automate the entire expense management workflow by scanning, categorizing, and matching receipt and credit card data to create generated expense reports. This recognition from the Sleeter Group is validation that we have taken the right approach in fulfilling the needs of accountants when it comes to expense reports.

Tallie Awesome Application Award Press Release

Tallie Expense Management Software

Tallie’s expense report management software wins Sleeter Group’s 2014 Awesome App Award.