Each Tallie expense can be tracked against your custom-named Intacct dimensions. Then, Tallie Expense Reports are transformed into Intacct Bills, Expense Reports or Charge Card Transactions with full line item detail and original source documentation
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Offer your team an intuitive interface for recording, submitting and approving expense reports.
Tallie fully supports all Intacct entity and dimension configurations.
Streamline your invoicing workflow by dynamically adding expenses and receipts to Intacct invoices.
Guarantee that expenses meet the requirements of your corporate expense policies and Intacct system configuration before they hit your P&L.
Secure, accurate sync between Tallie and Intacct without the wait.
A Tallie free trial includes the full expense report feature set and includes integration with QuickBooks Desktop. At any time during your trial, you may contact our award-winning Product Expert team via email, phone or in-product live chat for more information or to purchase.
Tallie |
Concur |
Expensify |
|
|---|---|---|---|
| Activity-based sync with Intacct | |||
| Accounts, items, projects, customers, vendors, classes, departments, locations, employees & expense types always in sync | |||
| Connect via Intacct Console credentials | |||
| Complete multi-entity support from one account | |||
| Export to multiple entities simultaneously | |||
| Expense report details and receipt images sent to Intacct with transactions | |||
| Map expenses to accounts and/or items | |||
| Export reimbursable expenses to Accounts Payable module | |||
| Export reimbursable expenses to Time & Expense Module | |||
| Export non-reimbursable corporate card transactions to Cash Management module | |||
| Export non-reimbursable corporate card transactions aggregated by statement to Accounts Payable module |
Tallie |
Concur |
Expensify |
|
|---|---|---|---|
| Mobile app | |||
| 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 |
Tallie |
Concur |
Expensify |
|
|---|---|---|---|
| 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 |
Tallie is with you every step of the way.
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.
RSM selected Tallie for use with Intacct to offer comprehensive expense management solution to their outsourced accounting clients because Tallie is the sole expense report software to support all Intacct dimensions, dimension names, and multi-entities from one single account. We offer the industry's only instant, real-time, and automatic data sync with Intacct, which we call Activity-Based Sync. When a dimension record is edited in Tallie, the update is reflected immediately in Intacct and vice versa. No third party connectors, no nightly scans, no clicking.
