Tallie
Tallie
YouTube Video
  • In this short video tutorial we go over how to delete a credit card profile within a Tallie account. Detaching Receipts Guide: https://support.usetallie.com/customer/en/portal/articles/1141441-tips-tricks-mass-edit-merge-and-itemize For more resources, be sure to check out our FAQ site @ https://support.usetallie.com/

Tallie
Tallie
Blog Post
  • Last month the IRS issued Notice 2013-80, announcing the 2014 updated standard mileage rate. As of January 1, 2014, the standard mileage rates for the use of a car (also vans, pickups or panel trucks) will be: 56 cents per mile for business miles driven 23.5 cents per mile driven for medical or moving purposes 14 cents per […] The post 2014 IRS Mileage Rate Updated in Tallie Accounts appeared firs...

Tallie
Tallie
Blog Post
  • Bill.com recently made the strategic decision to adopt an open architecture approach, opening its code to third parties through a new Developer Program. This is a significant move because it further establishes Bill.com as the de facto standard, and positions the financial apps industry towards a model of system-to-system interoperability. Tallie was the first partner chosen […] The post Tallie Ex...

Tallie
Tallie
Blog Post
  • It is somewhat ironic that businesses labeled as a ‘Software as a Service’ company typically deprioritize customer support in pursuit of growth. At SpringAhead and Tallie, we look at it from a different perspective. We believe the ultimate metric of success is customer satisfaction. Highlighted in a recent SalesForce/Desk.com case study for customer support, SpringAhead […] The post Using Client F...

Tallie
Tallie
Blog Post
  • Today, we are pleased to announce that any email-based receipt – whether it comprises text, image, html or includes an attachment – can be forwarded to receipts@usetallie.com for immediate receipt processing in the Tallie expense management workflow. When an email receipt reaches Tallie, a high resolution snapshot of the receipt is collected by the system […] The post New in Tallie: Email Receipt ...

Tallie
Tallie
Blog Post
  • Evaluating expense management software is a difficult process. Finance teams require that any solution works seamlessly with accounting systems in order to deliver real automation value to the company. We consider ourselves to be leaders in financial application integration and data synchronization, but the only way to judge our expertise is by experiencing the results […] The post Tallie + Bill.c...

Tallie
Tallie
Blog Post
  • Last month Tallie participated in a panel at the Sleeter Group’s Solutions13 conference. In the panel, Tallie and Bill.com were introduced to attendees as a SuperChunk, which is a collection of software solutions that seamlessly work together to mobilize and streamline the entire expense management and accounting workflow. The word SuperChunk stems from the term […] The post Expense Management Mak...

Tallie
Tallie
Blog Post
  • 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 […] The post New...

Tallie
Tallie
Blog Post
  • 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 sol...

Tallie
Tallie
Blog Post
  • The ongoing debate between expense software versus the manual paper receipt and spreadsheet process is growing increasingly lopsided as more and more evidence presents itself. The highlighting features of cloud-based expense reporting include money-saving benefits, like better accuracy, streamlined processing, faster turnaround and direct insight into spending habits of employees. Now, a new surve...

Tallie
Tallie
Blog Post
  • Expense reimbursement fraud equals more than a whopping $100 billion annually (Association of Certified Fraud Examiners). While technology can’t cure expense malfeasance, software automation can at least curtail intentional (and unintentional) bad expense behavior. Tallie’s intelligent automation attacks the problem on several fronts, by accelerating expense submission, eliminating duplicate reimb...

Tallie
Tallie
Blog Post
  • Our deep, direct integration with Bill.com is live. Never before have a bill payment and expense report management system been so deeply integrated. We’ve already heard rave reviews from accounting industry luminaries, like Doug Sleeter, CEO of The Sleeter Group who said: “When software companies work together, everybody wins! Bill.com and Tallie have done a […] The post Tallie + Bill.com: A New S...

Tallie
Tallie
Blog Post
  • We’re thrilled that SpringAhead, Tallie’s parent company, is on Inc. 500’s Software Top 50 list again this year. The ranking is based upon actual company performance in the market place: revenue growth over the last three years (SpringAhead grew 796%!!). Our success is related to a sales and marketing team committed to winning and maintaining […] The post SpringAhead named Inc. 500 Top 50 Software...

Tallie
Tallie
Blog Post
  • Here at SpringAhead, we’re passionate about our users, meaning everyone who touches our tools. The design of our new native Tallie iPhone and iPad expense report app reflects that commitment. The new Tallie app isn’t just a beautiful, quick and easy-to-use app – it “mobilizes” many of our best expert control features. Now our best data verification and error prevention […] The post A Different Kin...

Tallie
Tallie
Blog Post
  • Many companies are in the habit of recording Corporate Credit Card merchants as Vendors in QuickBooks, however this can result in a bloated Vendor list, particularly when it comes time to issue a Bill. Odds are you’ll never write a check to a Corporate Credit Card merchant, so those merchants don’t necessarily belong on your Vendor list. […] The post Expert Tip: Use QuickBooks Other Names* List ap...

Tallie
Tallie
Blog Post
  • Quality integration is an essential ingredient to SaaS.  The proliferation of SaaS solutions is hard to keep up with, the specialization of SaaS solutions, impossible to ignore.  Our solution as a SaaS company is to go deep, not broad, and find companies that share that philosophy in essential and complementary competencies.  And integrate as deeply […] The post Closing the Audit Loop: Expense Rep...

Tallie
Tallie
Blog Post
  • Welcome to our blog. We are a team of problem solvers who love solving puzzles — for years, expense report automation has been our puzzle. We built Tallie to change your expectations about expense reports. It is not an incremental evolution from spreadsheets. It does not turn to the status quo for inspiration. Tallie’s story […] The post Welcome to Tallie: Leaders in the Expense Report Industry ap...

Tallie
Tallie
Blog Post
  • Non-reimbursable credit card charges have been the Achilles’ heel of the automated expense management workflow. Seamless data integration exists for reimbursable expenses, but manual steps or workarounds were common answers for non-reimbursables. An integrated solution for non-reimbursable credit card charges was one of the biggest requests from our Bill.com clients. This month, Tallie and Bill.co...

Tallie
Tallie
Blog Post
  • With software automation revolutionizing business accounting workflows, many accountants believe that automating the expense report process will be cumbersome and expensive. Tallie is here to set the record straight. Let’s break down the facts and falsities revolving around expense report automation in the accounting world: Belief: Automated expense report solutions will not save me enough […] The...

Tallie
Tallie
Blog Post
  • At Tallie, our Product Expert Team spends their days listening, advising and guiding our clients. And with a 99.9% Apdex score under their belt, they successfully field numerous support questions every day. From exporting issues to implementations, the team tackles a wide variety of topics. Today, our Product Experts are here to share the most frequently asked […] The post Top 5 Tallie Expense Rep...

Tallie
Tallie
Blog Post
  • Tallie’s 9.14 release features exciting updates that will make the expense management process that much easier. Read up on the greatest highlights in this round of Tallie’s business software updates. 1. A Redesigned Lightbox  Our Development Team built a flurry of new features to enhance the Purchases page in Tallie. One of the most notable […] The post Tallie’s 9.14 Expense Management Release New...

Tallie
Tallie
Blog Post
  • Join Tallie and its partners, RootWorks, Bill.com, Right Networks, and SmartVault, for a guided tour on integrating the right technologies to achieve ultimate expense report workflow efficiency. This new educational webinar was designed by RootWorks CEO and CPA, Darren Root, and the profession’s leading cloud application vendors to step you and your bookkeeping staff through […] The post Join Tall...

Tallie
Tallie
Blog Post
  • At last week’s 5th Annual AICPA CPA2Biz Executive Roundtable in New York City, the accounting industry’s top thought leaders – including Tallie CEO Chris Farrell – addressed the challenges accountants face with today’s technologies. Inspiring presentations and panel discussions sparked a lively exchange of ideas over the 2-day summit that were shared in a live […] The post Top 10 Big Ideas from AI...

Tallie
Tallie
Blog Post
  • Say goodbye to the days of manual expense reports. Automated expense management products have arrived in the market with advanced processes that are saving companies tremendous amounts of time and money. In fact, a recent study concluded that companies using this type of software spend 27% less than those using paper-based methods, and over 40% […] The post Top 5 Reasons to Ditch the Expense Repor...

Tallie
Tallie
Blog Post
  • Tallie’s Product Expert role is more than a standard SaaS customer service position, but it hasn’t always been that way. When I joined the team in 2011, we were the Customer Support team. Our primary focus was to ensure our clients always received the answers they needed, trusted our guidance, and felt appreciated as a […] The post Reinventing SaaS Customer Service Through Product Expertise appear...

Tallie
Tallie
Blog Post
  • Invoicing expenses is generally a fairly straightforward process in QuickBooks (QBD) which can be made even more effective by simply following a few best practices related to using Service Items. The general process begins with a check or a bill marked as billable to a customer, which will then allow it to be added onto an […] The post QuickBooks Desktop: How to Manage Billable Expenses Using Serv...

Tallie
Tallie
Blog Post
  • While Tallie is innovative software disrupting the traditional expense report industry, our company features an engineering team equipped with 20+ years of experience in SaaS development. It’s that collective experience that helps us continue to advance the standard for SaaS best practices in the financial industry, balancing stability and reliability with innovation. The best engineering teams […...

Tallie
Tallie
Blog Post
  • Tallie continues to build momentum as more and more CPA advisors are endorsing Tallie’s automated expense report software to their clients. Now RootWorks, a premier membership-based accounting education organization, has joined the list of Tallie partners. When I spoke with Darren Root, CEO of RootWorks, he told me: “Tallie is a game-changer. They are setting […] The post RootWorks Deems Tallie’s ...

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