Accounting Data Sync: Tallie connects directly to your accounting or bill pay system to retrieve the critical accounting data necessary for complete expense report categorization, such as your chart of accounts, customers, projects, items, employees, vendors, classes, departments, and locations. Tallie integrations boast an Activity-Based Sync, ensuring any changes made to data in Tallie are immediately reflected in integrated systems.
Expense Data Export: Tallie delivers fully coded expense data directly into your accounting or bill pay system in your preferred format, including bills, checks, credit card transactions, or expense reports.
Tallie supports the full range of Sage Intacct configurations: single-entity, multi-entity direct sign in and console log in access. Track your expenses in one Tallie account, then export to any Intacct entity. Tallie supports all Intacct dimensions including Customer, Job, Department, Class, and Location. Each dimension can be renamed all the way down to the mobile interface. When exporting data, Tallie can populate the Accounts Payable, Cash Management, and/or Time + Expense modules.
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Tallie uses a proprietary sync engine to manage data transfer between Tallie and your QuickBooks file. Create bills, checks and credit card transactions at the touch of a button. For power users, Tallie also fully supports the use of Items, the Other Names list, and the billable flag. Tallie has also teamed with SmartVault for a complete document management workflow.
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Tallie expense report solution for QuickBooks Online that supports export in the form of bills, checks or credit card transactions. All expenses can be coded against customer/job and classes. Additionally, expenses can be marked as billable and tracked against service items for an easy invoicing process. Plus, Tallie even sends all of your receipt documentation to QuickBooks for easy retrieval and billing data.
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Tallie is the only expense report provider to offer a comprehensive integration with Bill.com. You can provision Tallie directly from your Bill.com account by accessing the App Center area of Settings. Export to Bill.com is in the form of a bill payable either to an employee for reimbursement or to a credit card vendor. Tallie syncs any accounting information into Bill.com including receipt images, billable flags, and recording the bill as paid.
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Tallie offers a direct integration with Xero accounts in all regions of the world. Tallie supports accounts, items and up to two tracking categories.
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Our direct integration with Oracle NetSuite offers speedy syncs that recognize what data has changed, and intelligently keeps that data perfectly aligned with Tallie. We support all standard NetSuite lists. Automate the reimbursement and reconciliation process with automatic bill create for expense reports and card transactions.
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When you purchase with Emburse Cards, Tallie automatically syncs the available transaction details from that merchant so that you won't have to do it manually. This includes fields like amount spent, merchant name, time and date, as well as any receipts captured through our mobile text notifications.
For every Tallie integration, we deliver the highest quality data sync experience possible for each of the connected systems. Tallie's accounting data sync is triggered each time a change is made to your data in Tallie. No more file uploads, no more nightly syncs, no more forgetting to make sure your systems are manually synced. Tallie's Activity-Based Sync ensures your accounting data is always updated in both systems, in real time.
Recipient of CPA Practice Advisor's Tax Accounting Technology Innovation Award in recognition of Intacct integration excellence.
Tallie is built by SpringAhead, the top-ranked Gold Developer for Time Expense in the Intuit Marketplace for over five years.
Recipient of Awesome Application by The Sleeter Group in recognition of Bill.com integration excellence.
Tallie works as an automated, powerful and easy-to-use expense report extension for the modern cloud-based accounting system. We recommend a few other partners to extend your accounting workflow including SmartVault, Practice Engine, PEX Prepaid Visa Card, Right Networks, and Avalara.
In addition to our native integrations, Tallie can operate with virtually any system via custom file import/export. We support a wide variety of ERPs including SAP, Oracle, Sage, and Microsoft Dynamics. Additionally, Tallie can be configured for data export to payroll alongside your accounting system or data import from your preferred travel provider.
Ready to see what Tallie can do for your company? Schedule your personal Tallie product demo today.
A one-on-one product demo is the best way to find out if Tallie expense report software is the right fit for your company.