Tallie builds, maintains, and fully supports its own direct integration with QuickBooks Desktop. This means the smoothest, most reliable connection on the market. Tallie's sync engine, named TallieConnect, offers an instant, real-time, and automatic data sync. When a record is edited in Tallie, the update is reflected immediately in your QuickBooks file, and when an update is made in your Quickbooks file it is reflected in Tallie either on demand or within the hours. No third party connectors, no nightly scans, no clicking.Watch Video
Improve team productivity by streamlining the data entry and approval processes.
Take advantage of the full range of QuickBooks desktop features including Classes, Items, and Other Names.
Streamline client billing with Customer/Job tracking, billable flag controls and optional SmartVault integration.
Guarantee that expenses are policy compliant and approved by management before they hit your P&L.
Rest assured that your data transfers securely and accurately with Tallie's award-winning data synchronization engine.
TallieConnect is developed and supported by the very same engineering team as Tallie itself. Use TallieConnect to transform expense reports into QuickBooks Bills, Checks or Credit Card Transactions featuring full line item detail and the option to export expenses to items.
|Activity-based sync with QuickBooks Desktop
|Accounts, classes, items, customers/jobs, vendors & employees always in sync
|Associate receipt images with QuickBooks transactions using SmartVault integration
|Map expenses to items or accounts
|Export reimbursable expenses as bills
|Export reimbursable expenses as checks
|Export non-reimbursable corporate card expenses as credit card charges
|Reduce vendor list clutter by exporting corporate card merchants to other names list
|Rapid receipt processing (average less than 60 seconds) included with all accounts at no extra charge
|Credit card receipt auto-match included with all accounts at no extra charge
|Smart expense categorization
|In-process policy alerts
|Automatically detects duplicate transactions based on data similarity and past behavior
|Expense report review & instant in-email approval
|Same day, turnkey implementation and admin training
|U.S.-based support by phone
|U.S.-based support by email
|U.S.-based support by live chat
|Weekly client training webinars
Same-day account setup with a Tallie technical expert.
New customer training sessions and continuous education for new Tallie features.
Lifetime, U.S.-based technical support by phone, email, and live chat.
Our system's unmatched configurability lets you continue to do business - exactly how you do it.
Snap a picture or email your receipts and Tallie will do the data entry. Simply review your work and submit.
Strengthen your internal controls with robust approval controls and immediate policy alerts.
Tallie is the only automated expense report software to offer immediate bi-directional integrations with major accounting systems.