TechValidate Research on Emburse Tallie

These pages present data that TechValidate has sourced via direct research with verified customers and users of Emburse Tallie. TechValidate stands behind the authenticity of all published data. Learn more »



274 Customers Surveyed

2,920 Data Points Collected

22 Published TechFacts

26 Published Charts

4 Published Case Studies



Selected Research Highlights


Tallie by Emburse Customer Research

72% of customers who needed a credit card reconciliation solution saw ROI in less than 1 month with Tallie.

What business challenge led you to evaluate and select Tallie?

Reconciling credit cards
72%

Tallie by Emburse Customer Satisfaction Rating

Small Business Travelers Love Tallie

Joseph Musgrave, executive at Color-Dec North America:

For someone that travels more than 150 days per year, Tallie is extremely easy to use while keeping your expenses organized and reported.

Tallie by Emburse Customer Satisfaction Rating

April Craft, procurement manager at The Learning Center for the Deaf:

It’s easy to use and oddly satisfying.

Tallie by Emburse Case Study

Match Charter Public School

Introduction

This case study of Match Charter Public School is based on an August 2020 survey of Tallie by Emburse customers by TechValidate, a 3rd-party research service.

“I love the product and recommend it to anyone who will listen. It’s user friendly with great documentation and syncs with Quickbooks or Bill.com. It works great for both employee reimbursements and for corporate AMEX card documentation.” — Anne Healy, CFO

Challenges

Before choosing Tallie, Match Charter School used:

  • Spreadsheets
  • Paper or manual processes

But Match Charter School was facing the below business challenges with their manual expense reporting process.

  • Reconciling credit cards
  • Reimbursing employees faster
  • Implementing an approval process/workflow
  • Automating receipt scanning / transcribing receipts
  • Ensuring accuracy of data
  • Obtaining approvals from people managers

Ultimately, Match Charter School chose Tallie by Emburse to solve these challenges.

Use Case

Match Charter School chose Tallie over other expense solutions like Expensify and Concur because of Tallie’s:

  • Cost
  • Ease of use
  • Automation
  • Spend control and visibility
  • Efficiency and productivity gains
  • ERP and accounting system integration
  • Fast and easy implementation
  • “Extremely easy” integration with Bill.com
  • “Extremely easy” integrations with Quickbooks Online, Desktop, or Enterprise

Match Charter School is especially satisfied with the below features and functionalities:

  • Mobile app / accessibility
  • Credit card transaction management
  • Analytics and data transfer
  • Approval workflows
  • Receipt processing

Results

Since starting to use Tallie, Match Charter School has saved 6+ hours per month and started seeing a return on their investment in under 1 month. They’ve also reported being “extremely satisfied” with their experience interacting with Tallie’s support team.

Talllie has helped Match Charter School:

  • Save time
  • Save money
  • Increase productivity
  • Decrease stress
  • Improve employee morale

Match Charter School especially agrees with the following statements:

  • Tallie makes it easy to manage and reconcile credit card transactions
  • Tallie makes it easy to reimburse employees
  • Tallie integrates nicely with their accounting and ERP system
  • Tallie has improved their finance team’s productivity

Tallie by Emburse Case Study

The Bridge Church

Introduction

This case study of The Bridge Church is based on an August 2020 survey of Tallie by Emburse customers by TechValidate, a 3rd-party research service.

“Our team is no longer frustrated by shuffling papers around for approval. The ease of uploading receipts and not having extra paper has been amazing.” — Courtney Beaver, Financial Director

Challenges

Before choosing Tallie, The Bridge Church used:

  • Spreadsheets
  • Paper or manual processes

But The Bridge Church was facing the below business challenges with their manual expense reporting process.

  • Reconciling credit cards
  • Implementing an approval process/workflow
  • Ensuring accuracy of data
  • Obtaining approvals from people managers

Ultimately, The Bridge Church chose Tallie by Emburse to solve these challenges.

Use Case

The Bridge Church chose Tallie over other expense solutions like Expensify and Bamboo because of Tallie’s:

  • Cost
  • Ease of use
  • An “extremely easy” integration with Sage Intacct

The Bridge Church is especially satisfied with the below features and functionalities:

  • Mobile app / accessibility
  • Credit card transaction management
  • Analytics and data transfer
  • Approval workflows
  • Receipt processing

Results

Since starting to use Tallie, The Bridge Church has saved 4-6 hours per month and started seeing a return on their investment in 1-2 months. Talllie has helped them:

  • Save time
  • Save money
  • Increase productivity
  • Decrease stress
  • Improve employee morale

The Bridge Church especially agrees with the following statements:

  • Tallie makes it easy to manage and reconcile credit card transactions
  • Tallie makes it easy to reimburse employees
  • Tallie integrates nicely with their accounting and ERP system
  • Tallie has improved their finance team’s productivity

Tallie by Emburse Customer Research

Reasons to Switch from Expensify to Tallie

Factors that led customers to select Tallie over Expensify?

Ease of use
67%
Fast and easy implementation
47%
Cost
42%
ERP and accounting system integration
31%


More to Explore



About Emburse Tallie

Tallie is an online expense management tool built with smaller businesses in mind -- it is ridiculously easy to use, eliminates accounting mistakes and can be implemented rapidly. Tallie is designed to integrate seamlessly with core financial and accounting systems, such as Bill.com, QuickBooks Online and Desktop, Sage Intacct, NetSuite, or Xero.

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