Learn more about our available subscription-based, training, and one-time services.
Do you prefer to measure twice and cut once? Set aside a sandbox account for configuration testing before you make changes to your company account.
Schedule and send email reminders to your expense submitters and/or approvers at any time of day.
Connect Tallie to your identity provider and ensure seamless sign-on from your company portal.
Configure Tallie to receive data files from various third-party systems (on-premise ERPS, practice management systems, HRIS tools, etc.) beyond its core accounting integrations.
Get the VIP treatment. Premium subscribers get priority in our support queue, a guaranteed 2-business hour response time, as well as exclusive phone, chat, and email contact channels.
We want you—and every user—to find success with the products we offer, and feel comfortable working with them.
Tailor your Tallie administrator training to your exact needs. These customizable 1:1 sessions can be set up at any time to answer all of your questions.
Our system specialists can design and deliver an end-user training session that reflects your company’s configuration, business operations, and expense policies. Each recorded session is yours to keep for future training needs.
Need to export your data? Tallie's custom export configurations make it easy to get the data you need in the format you want.
Our system specialist can also walk you through the process, end-user impact, and schedule cutovers of needed changes within your accounting system, whether integrated directly with Tallie or Bill.com.
Increase your audit preparedness. A system specialist can perform a backup of your company’s Tallie instance, pulling all expense data, maps, receipts, and approval records into a zipped PDF file.
Your data remains secure in our system, even if you leave Tallie. We can help you access your historical data when needed or re-activate an existing environment.
Want help or training for something not listed on our menu? We’ll be happy to discuss your needs and develop the right solution for you.