Why choose Tallie as your expense reporting software? [Infographic]

As your small business grows, keeping your team focused on the work that drives the business forward is crucial. 

But all too often, functions like expense management are bogged down by manual workflows. In fact, 49% of companies still rely on a manual expense management process

For employees, manually organizing and submitting expense reports can take time away from their job responsibilities. The same for finance and accounting teams who review, approve, and reimburse expenses — not to mention reconcile credit cards. 

Expense report software can help. Small businesses across the U.S. use Tallie to get the quickest path from receipt to balance sheet. Tallie’s expense reporting software gives your team time back with its powerfully simple, automated, out-of-the-box solution. In fact, 93% of surveyed customers said that Tallie helped them save time. 

How does Tallie save your team time so you can focus on the good stuff? We’ve outlined some of the key highlights below.

Why choose Tallie?

Tallie’s ease of use

Employees, finance teams, and accountants alike enjoy a fast, powerful but simple process. Our customers agree: Emma Moya, a finance professional at High Brew Coffee, said “I find Tallie to be very easy and intuitive to use.” Here’s more feedback from Tallie customers:

  • 91% say Tallie makes it easier to reimburse employees
  • 96% say the expense mobile app is valuable
  • 66% say they chose Tallie because it’s easy to use

Tallie’s award-winning customer support makes customers’ experience even easier too — the Tallie team is available via live chat, email, and phone. 

See Tallie’s customer reviews on G2 Crowd or Capterra.

Tallie’s Software Means No More Spreadsheets

With Tallie, expense reports build themselves. Each step of the the five-part process to submit, approve, and reimburse an expense is automated and streamlined:

  1. Employees submit expense reports using their mobile device from anywhere, with accurate information
  2. Approvals route to the right manager for streamlined review
  3. Expense report information routes to bill pay systems to reimburse employees swiftly
  4. Card transactions auto-categorize and gather into one expense report for simple credit card reconciliation. Simple bill pay is made based on credit card reconciliations.
  5. Real-time, automatic syncs with accounting software map to the appropriate general ledger (GL) code

The automated process saves everyone time: “Tallie frees up my time to focus on actual work, not paperwork,” says an executive of a small business industrial manufacturing company. To date users have captured 17,000,000+ receipts with Tallie. They’ve exported 16,000,000+ receipts and exported 22,000,000+ expenses. Think of all the time saved from manually sifting through and double checking those expenses!

Award-winning, real-time integrations

You can sync your data quickly and accurately with your accounting and bill pay systems — no manual work required. 

Tallie’s integrations connect in real time to: 

  • QuickBooks Online
  • QuickBooks Desktop
  • Sage Intacct
  • Oracle NetSuite
  • Xero
  • Bill.com

In fact, Tallie is the only expense report provider with a comprehensive integration with Bill.com. “We chose Tallie as a partner for its innovative approach to the expense report nightmare, deep partner integration, and dedication to the best customer experience,” said Bill.com CEO René Lacerte.

Watch our video on how Tallie syncs with the top accounting software.

“Objectively excellent” support

Hear directly from customers about the Tallie experience on review sites like G2 Crowd or Capterra. You’ll see reviews like:

“The customer support at Tallie is objectively excellent if you have an issue.”

“It’s an expense management system that puts customer service first.”

Ready to see Tallie in action?

Start a free 14 day trial — no obligation, no credit card required.