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What can I do with the Tallie App?

Tallie is an end-to-end business expense reporting software that helps with the following:

  • Intelligently scans, categorizes, and matches receipt and credit card data
  • Auto-generates detailed expense reports
  • Manages approval workflows, ensuring policy compliance and fraud detection

Watch the Video for more information about Tallie

The Tallie and integration allows you to

  • Reimburse your employees using the same method you use to pay vendors
  • Ensure your expense and billing data is always up-to-date, no matter what system you are using
  • Turn your detailed, automated expense reports into bills, complete with related reciepts and documents
  • Keep all critical expense date in sync, automatically - vendors, customers, accounts, items, and classifications

How it works

  1. Upon initial setup, Tallie and sync the following data: vendors, customers, accounts, items, and classes/departments
  2. Tallie routinely communicates with your account to ensure any changes made in sync back into Tallie, and vice versa
  3. Export Tallie expense reports directly into as bills, with account, customer, vendor, item, and class/department automatically synced on the bill
  4. Every bill generated from a Tallie expense report will contain all original scanned receipts, associated documents, and a PDF copy of the report itself


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